Manage client investments, portfolio views, transaction workflows, and service requests in one platform. Built for MFDs, wealth advisors, and distribution-led businesses.
A focused set of capabilities designed for real workflows in real financial businesses.
Consolidated client portfolio views across asset classes with live valuation.
Lumpsum, SIP, switch, redemption, and STP execution with single-screen control.
Setup, modification, pause, and resume — across schemes and clients.
Client-level and book-level views for advisors and relationship managers.
Address change, nominee update, bank mandate — all tracked end-to-end.
Returns, XIRR, allocation, and benchmark comparisons for every client.
Bulk transactions, family grouping, advisor commissions, and service workflows — all in one workspace your team will actually adopt.
Self-service portfolio, transaction history, and document access via web and mobile — branded as your firm.
Connects with the systems and partners your firm already uses
Book a 30-minute demo with our product team and we'll walk you through how Mutual Fund & Wealth Platform fits into your business.