FAQs

FAQ

Have Questions?

We’ve Already Answered Them

1. Can the software handle growing client portfolios smoothly?

Absolutely. Our portfolio management software is made for growing MFDs, helping them to manage large client bases, transactions, portfolios, and operations easily from one centralised platform.

2. How can the software help me expand my offerings?

Our software allows you to transact mutual funds, loans against mutual funds, FD, fixed income, and P2P lending. Plus, you can track PMS, AIFs, bonds, postal, equity, commodity, and real estate, helping you diversify your investors' portfolios under one roof.

3. How customizable is the platform to match my brand?

You can fully customise our software with your own domain, colours, and logo for a seamless brand experience.

4. Is the platform reliable during peak SIP dates?

Our wealth management software is integrated with NSE, BSE, and MFU, ensuring reliable transaction processing during peak SIP periods with uninterrupted platform access.

5. Is the software easy for non-technical individuals and teams?

Yes, our team provides you with complete onboarding demos. Plus, the in-depth video tutorials section is added to the software to help you quickly learn daily operations independently.

6. Can tax reports be generated instantly?

Our MF software generates over 40 structured reports, including Capital Gain and P&L statements, which can be securely shared with investors via WhatsApp in just a few clicks.

7. How do I get started with your platform?

Get in touch with us, and our team will schedule a demo. If you like the product, we can proceed with customising the platform to meet your specific requirements.