In today’s fast-paced financial landscape, mutual fund distributor needs robust tools to manage client portfolios, analyse data, and provide personalized advice to their clients. The right mutual fund software can help in streamline operations, enhance client engagement, and ultimately lead to better experience and outcomes. Here, we explore some of the top mutual fund software solutions designed specifically for Mutual Fund Distributors (MFDs) and Independent Financial Advisors (IFAs) | https://investtech100.com/listing-category/mutual-fund-software/
InvestWell by Excel Net Solutions Pvt. Ltd.
InvestWell has been serving the fintech needs of MF distributors & RIAs since year 2000. We are proudly founder-led, bootstrapped and profitable. Our 70+ member team is geared up to provide cutting edge solutions for all asset classes to financial advisors.
Key Features:
- CRM
- Portfolio Reports
- Business Analytics
- Capital Gain
- Invest Online
- Financial Planning Utilities
- Integrations
- Customizability
- Miscellaneous
Pricing: AUM based pricing, for Rs 100 cr. AUM approx. Rs. 1 Lac cost.
RED Vision by REDVision Global Technology Pvt. Ltd.
REDVision Technologies started offering B2B application services in 2006, with a Vision to bring technological revolution into the Mutual Fund Software Industry. Our goal is to exceed the technological expectations of MFDs and IFA not only in India but across the Globe.
Products & Services:
- Wealth Elite: Mutual Fund Software Platform.
- Robo Advisory Platform.
- Advisor X App
- Building professional financial websites for MFDs
IFANOW by Futurewise Technologies Pvt. Ltd.
IFANOW is a fast-growing Fintech company making its mark in the wealth management industry.
With best-in-class Practice Management platform, revolutionizing Financial Advisory with a razor-sharp focus on enhancing investor engagement. Together with state-of-the-art technology and financial experts.
Key Features:
- End-to-end MF solutions
- 360° Wealth management
- Comprehensive Financial Planning
- Optimised Business operations
- Billing and invoice automation
- Worry free compliance
- Investment Research
- Unlock Success with IFANOW App
- Business Intelligence
- Portfolio Management
FundExpert by Kotak Securities Limited
FundExpert is one of the India’s highest rated software platforms for Financial Advisors/Distributors which addresses partner relationships with their clients through their economical branding and labelling proposition.
Key Features:
- Portfolio reporting and insights
- Transact in multiple assets
- Paperless customer onboarding
- Automated data sync up
- Complete operational support
- Access to research material by Kotak Securities
IFA-Planet by Finvise Business Technologies.
IFA-Planet is India’s first mutual fund software for distributors in India trusted by 2700 ifa and financial advisors to manage their back office.
Key Features:
- Client Management
- Family Management
- Consolidated Portfolio Reports
- Portfolio Analysis
- Integrated SMS and Email Facility
- Client Login Facility
- Inbuilt Mutual Fund Research
- Single view portfolio reports
- Single view of Family’s Valuation
- Send valuations via SMS/Emails
- Asset allocation analysis
- Top holdings and Sector exposures
- Running & historical SIPs
- Pre-printed Transaction Slips
Omni Financial Advisor (OFA) by Ffreedom Intermediary Infrastructure Pvt. Ltd.
Omni Financial Advisor (OFA) is a high-end technology platform created for the gen-next advisors who have an urge to add value in their relationship with clients and focus in growing their business to a new level.
Key Features:
- Client Engagement Tools
- Online MF Transaction
- Goal tracking & Analysis Report
- RTA mail back service-Auto Upload & recon.
- Financial tools & Calculators
- Mutual Fund Content & Insights
- Multi-ARN (Additional Charge)
Fintso by Adapt Fintech Advisors Pvt. Ltd.
Fintso is a full-stack wealthtech platform focused on giving access to retail investors, especially the NeXT Billion, by enabling Independent Financial Product Providers (IFPPs) with access to financial products, digital execution, and robo-advisory support. Fintso helps enhance their practice by providing multi-product access, digitizing execution, automating operations, and increasing client engagement through app and reporting.
Key Features:
- Multi Product
- Client Onboarding
- Mandate Creation
- Online Transaction
- Online Portfolio View
- Portfolio Statement with your brand.
- Client App with your brand.
- Business Reporting
- Revenue Tracking
- AUM Reconciliation
- Third Party Data Consolidation
- Prospecting and Pre-Sales tools
- Research and Advisory
Finxa by Finlabs India Pvt. Ltd.
A new-age fintech company focused on developing technology-enabled financial services & analytics products catering to areas such as investment advisor, Insurance, wealth management, financial education.
Key Features:
- CRM
- Client Management
- Portfolio Management
- Compliance and Regulatory Support
- Investment Planning
- Account Aggregation
- Goal Tracking
- Rebalancing
- Analytics and Reporting
- Risk Assessment
- Mobile access
- Integration
FINSYSS by ARM Fintech Consultant Pvt. Ltd.
ARM Fintech consultants (P) Ltd is India’s leading web-based tools provider which serves to the distributor’s fraternity of Indian Market. The company has a clear focus on enhancing the distribution process in select segments of India
Started first product named ‘FINNSYS’ in 2009 to our target segment of Mutual Fund distributors in India and have become one of the most preferred tools among this fraternity with our user base soaring above 2500. With 98% renewal business we claim to be the most accepted web-based tool among Mutual Fund distributors.
Pricing: start from Rs. 21000 + GST
MADOX by Vijya Fintech Pvt. Ltd.
Vijya Fintech offers cutting-edge digital wealth management solutions for MFDs, RIAs, Stock Brokers, PMS & Banks. MADOSX all-in-one Multi-Asset Distribution Operating System. MADOSX empowers you to manage client relationships (CRM), gain AUM insights, create goal plans.
Key Features:
- Biometric Login – Fast, secure access
- Track & Manage AUM – Anytime, anywhere
- Share Client Login Credentials – Seamlessly
- Download & Share Reports – On-demand
- Complete Client Profiles – Full visibility
- Risk Profiling with Precision – Smarter recommendations
- Add Funds to Client Cart – Simple and fast
- Initiate Transactions at a Tap – Quick and easy
- Track Transaction Status – Always in the know
- Portfolio Analysis On-the-Go – Smarter decisions, faster
Conclusion
Choosing the right software is crucial for Mutual Fund Distributors (MFDs) and Independent Financial Advisors (IFAs) looking to enhance their services and provide better outcomes for their clients. By leveraging these software’s, mutual fund distributor can streamline their operations, improve client engagement, and ultimately deliver higher levels of service.
For more detailed information, you can refer to www.investtech100.com