Smarter Sales Tools to Accelerate AUM Growth

Enablr equips mutual fund distributors and advisors with interactive fund comparisons, portfolio simulators and engagement analytics to grow investor trust and increase SIP conversions.

Portfolio Simulators & Fund Comparisons

SIP/STP Calculators

Engagement Analytics

eDetailing for Mutual Fund Companies

eDetailing means digitizing investment sales content and displaying it on a mobile device.

Mutual Fund Distributors/Advisors agents & third-party Distributors/Advisors will use an eDetailer to make presentations to potential customers.

eDetailing usually occurs through one-to-one calls, though presentations to small groups of individuals / families is also common practice.

eDetailing is also known as electronic visits, e-visits, iPad detailing, CLM detailing, electronic detailing, insurance detailing and other terms. eDetailing has largely replaced the paper-based communications used to ‘detail’ or explain insurance products to individuals in the past.

While digital presentations were initially shown on laptop computers, the introduction of the iPad and Android tablets enabled a more engaging experience — as advisors could hand the device to individuals for increased interaction.