Every tool your distribution business needs

Connected modules that replace spreadsheets, RTA portals and three different logins — from onboarding and risk profiling to bulk orders and financial planning.

CRM & Client Onboarding

Know every investor, every family, every folio

Family-wise client grouping and head-of-family view
KYC status, PAN, bank, nominee & FATCA records
UCC creation on BSE / NSE straight from the CRM
Tasks, follow-ups and interaction history
Document vault for forms and proofs

Transaction Platform

One screen, three exchanges

BSE StAR MF, NSE NMF II and MF Utilities integration
Lumpsum, SIP, STP, SWP, switch and redemption
eMandate / NACH registration tracking
Bulk orders and model-portfolio execution
Real-time order and payment status

Bulk Order Placement

Place orders for many clients in one go

Lumpsum, SIP, switch and redemption orders for multiple clients at once
Select clients from a list or upload orders from Excel
Apply a model portfolio across families in a few clicks
Order-by-order status on BSE StAR MF

Risk Profiling

Recommend what fits each investor

Digital risk-profile questionnaire for every client
Automatic result: conservative, moderate or aggressive
Clients complete it online from the web login or app
Dated record of every profile for suitability and audit
Reminders when a client is due for re-profiling

Financial Planner

Turn every goal into a clear plan

Retirement, child education, marriage and wealth-creation goals
SIP and lumpsum required to reach each goal
Inflation-adjusted projections clients can understand
Track each goal against the client's actual portfolio
Share the plan as a PDF on email or WhatsApp

Reports & Analytics

Investor-ready reports in seconds

Daily CAMS & KFintech mailback / feed processing
Portfolio valuation with absolute return and XIRR
Short and long-term capital-gain statements
Scheme, AMC and category-wise AUM analysis
PDF reports on email and WhatsApp with one click

Brokerage & Business MIS

See exactly what you earn — and what you are owed

AMC brokerage file import and reconciliation
Expected vs received brokerage by scheme
Sub-broker and RM-wise payout calculation
AUM growth, SIP book and net-flow dashboards
Export to Excel for your accountant

Client Web & Mobile App

Your brand in every investor's pocket

White-label Android and iOS app with your logo
Portfolio, statements and capital gains on demand
Online investing with your ARN pre-tagged
Goal tracker and SIP calculators
Secure login with OTP and PIN

Security & Compliance

Built the way your clients' data deserves

Role-based access for staff and sub-brokers
Full audit trail of logins and changes
256-bit SSL and encrypted backups
Data hosted on Indian servers
AMFI disclaimer and risk-profile records stored per client

Book your demo & get a 7-day free trial

See MFD Expert with your own data

Book a free 30-minute walkthrough. We import a sample of your RTA files so you see your real book, not a demo account.

Book a free demo +91 98985 06096