Mutual Fund Software
A Complete Solution For MFDs Business

Mutual Fund Software is an advance and efficient wealth management platform for the Mutual Fund Distributors which has features like Online ATM, White Labeled Solution, Management of multiple assets including PMS & Alternative Investment, Funds Analysis & Portfolio Re-Balancing, Transact Online, Video KYC, & more.

Free Demo

Robo Advisory Platform

Get your investors on boarded with paperless platform within few minutes and let them invest instantly from single click.

Financial Website

Make your website appealing to attract more number of investors and generate the sales from the virtual world sitting at your home.

BSE/NSE Online Integration

Place transaction instantly from any place through BSE/NSE integrated Mutual Fund Software that provides complete security.

We are the Best Company for Mutual Fund Software for Distributors!!!

We are client centered Fin-Tech Company dedicated to provide complete solutions through our advance Mutual Fund Software for Distributors including multiple features like Video KYC, White Labeling, Portfolio Rebalancing, Wealth Report, Multiple Assets Management and much more.

Our Features

Complete White Labeled Solution

URL based white labeling: Run the software on your own URL like if www.yourdomain.com, is your URL the software will run on the same URL as inside report URL will be look like www.yourdomain.com/MFPortfolio.

Strong Portfolio Analysis

Presenting the complex data in most simplified manner is our expertise, get sector exposure, equity holding, debt paper qualities, goal allocations, fund type wise pie chart, SIPs , family member wise exposure, Capital Gain, What If Scenario of your clients in few clicks.

Online ATM – A wallet that Deliver FD like returns

Your investors holds unutilized money in bank a/c, the same funds can be channelized in liquid fund with Instant withdrawal facility as when a client needs, Online ATM facilitates withdrawing a maximum of Rs.50,000 or 90% of amount invested simply under few minutes directly in the bank account.

BSE & NSE Integrated Portfolio Re-Balancing

Portfolio Re-Balancing in Mutual Fund Software for Distributors facilitates in booking profit at peak and invests at bottom just via a click, the feature is integrated with BSE & NSE to switch orders instantly from Rebalancing report, and through this product engineering a folio can be more productive at less risk.

Goal Tracker

FEAR, GREED & HOPE revolves around investments cycle, we added LOVE. Our Goal Tracker feature assists MFDs in customizing the Goal report by including client’s family & kids images to make the goals more realistic. Distributors can map multiple assets with the Goal of the investors & in case of any shortage the distributor can place future orders to overcome the deficit.

Video based KYC from the Comfort of Home

Quick video KYC through the paperless platform, invite clients through an invitation link for present in any part of the world. The most cost efficient and business growth feature that delivers the comfort to your investors.

Our Recent Blogs

Admin
August 15, 2021

4 Strategies to Make You a Successful Mutual Fund Distributor

Remember that it is better to invest in a fund with a consistent track ...

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Admin
August 15, 2021

Robo advisory solution that will impress your customers

Mutual Fund Software offers an intelligent robo-advisory platform for....

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Admin
August 18, 2021

Mutual Fund Software for Distributors & IFA

According to the SEBI data of March 2013, the total ARN registered with AMFI was....

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MutualFundSoftware not only has put in place a good support team but the top management is also very responsive and attuned to the evolving needs of the IFAs.

Premal B Thakkar, CFA

Alliance Consultants

Clients love our Plans because they are easy to read and understand. It takes a very short time to explain the whole reports and we now have a deeper and more meaningful interaction with our clients.

Partho Chakraborty

Concept advisory services

I am using Mutual Fund Software more than Five years.It’s a very user friendly and convenient to use.My customers are well satisfied by using this.It has enhanced my business to grow in large scale.It’s a Amazing Journey.