A wealth platform for distributors and managers — portfolios, transactions, service
Manage client investments, portfolio views, transaction workflows, and service requests in one platform. Built for MFDs, wealth advisors, and distribution-led businesses.
Everything Mutual Fund & Wealth Platform brings to the table
A focused set of capabilities designed for real workflows in real financial businesses.
Portfolio management
Consolidated client portfolio views across asset classes with live valuation.
Transaction workflows
Lumpsum, SIP, switch, redemption, and STP execution with single-screen control.
SIP management
Setup, modification, pause, and resume — across schemes and clients.
Advisor dashboard
Client-level and book-level views for advisors and relationship managers.
Service requests
Address change, nominee update, bank mandate — all tracked end-to-end.
Performance analytics
Returns, XIRR, allocation, and benchmark comparisons for every client.
Built for the way MFDs actually work
Bulk transactions, family grouping, advisor commissions, and service workflows — all in one workspace your team will actually adopt.
- Bulk lumpsum / SIP / redemption across clients
- Family grouping & consolidated reporting
- Commission tracking with broker reconciliation
- Configurable service request workflows
A platform clients can actually use
Self-service portfolio, transaction history, and document access via web and mobile — branded as your firm.
- Client web & mobile self-service
- Consolidated portfolio & performance reports
- Document vault: capital gains, KYC, statements
- Co-branded as your firm
Connects with the systems and partners your firm already uses
Built for who actually uses it
Ready to see Mutual Fund & Wealth Platform in action?
Book a 30-minute demo with our product team and we'll walk you through how Mutual Fund & Wealth Platform fits into your business.