Simplify investor management, SIP transactions, payments with WhiteOak Pro!

WhiteOak Pro is your all-in-one solution for effortless investor management, streamlined
SIP transaction initiation, secure multi-mode payments, and powerful reporting tools. As
a Mutual Fund Distributor whether your customers be onboarded online, offline or via
sub-brokers; WhiteOak Pro is designed to give you complete control, visibility, and
convenience over your investment processes – all from one intuitive app.

Key Features:
Secure Access:
WhiteOak Pro is built with robust encryption and adheres to industry compliance
standards, ensuring the highest level of data privacy and transactional security.
Access to all your investors is protected by a combination of your AMFI Registration
Number (ARN) and Pre-set Password/OTP shared to your registered email ID/Mobile
number.
360° Investor Management:
With WhiteOak Pro, manage your entire investor base irrespective of onboarding
channels with ease.
Add, update, and organize investor profiles, track investments, and monitor individual
performance over time. Access key investor information at your fingertips to make
quicker and more informed decisions.

Initiate Transactions in Seconds:
Generate SIP (Systematic Investment Plan), LumpSum transactions as well as a
combination of SIP+LumpSum requests quickly and efficiently for every Scheme*.
Send SIP mandates directly to your investors for authentication and reduce manual
follow-ups. With built-in reminders and real-time status updates, tracking SIP progress
has never been simpler.
*Earliest SIP Start Date can be T+5; lumpsum amount can be different than SIP amount as per
scheme

Flexible Payment Options: 
Offer your investors seamless and secure payment experiences. WhiteOak Pro
supports multiple payment methods including UPI, Net Banking, Debit Cards.
Ensure fast, frictionless transactions every time.
Transaction History & Analytics:
Dive deep into investor activity with detailed transaction history and analysis reports.
View past transactions, analyze trends, and gain insights that help refine your strategy
and maximize returns.
Powerful Reporting Tools: 
Generate comprehensive reports to evaluate portfolio performance, SIP progress, and
investor engagement. Export reports in multiple formats and share them with clients and
stakeholders easily.

Why Choose WhiteOak Pro? 
- Simple and intuitive interface  
- Save time with automation and smart workflows  
- Stay on top of all investor activity in one place  
- Improve investor experience and retention  
- Reliable support and regular feature updates  

Whether you're managing five investors or five hundred, WhiteOak Pro helps you scale
your services and stay organized. No more juggling spreadsheets, missed SIPs, or
delayed payments – just smart, efficient investment management.

Perfect For:
- Mutual Fund Distributors (MFDs)  
- Independent Financial Advisors (IFAs)  
Transform the way you manage transactions, engage with investors, and grow your
business – one tap at a time. Download WhiteOak Pro today!