Silver
Client logins, mobile apps and BSE transactions
6 of 10 features
- All core logins, Android & iOS apps
Choose the package that fits your practice
Every package includes client and ARN logins, web access and the Android and iOS apps. Compare what each one adds.
Gold
Grow an agent network under your ARN
7 of 10 features
- All core logins, Android & iOS apps
- Create agents under ARN
Sub Diamond
Branches and agents under your ARN
8 of 10 features
- All core logins, Android & iOS apps
- Create branches
- Create agents under ARN
Platinum
Full team: agents, BDMs, RMs and employees
9 of 10 features
- All core logins, Android & iOS apps
- Create agents under ARN
- Create business development managers
- Create RMs and employees
Compare packages
Every feature, side by side
See exactly what each package includes. Not sure which one fits? We'll recommend one during your free demo.
| Features | Silver | Gold | Sub Diamond | Recommended Platinum |
|---|---|---|---|---|
| Logins & apps | ||||
| Client login Investors see their portfolio, statements and reports. | Included in Silver | Included in Gold | Included in Sub Diamond | Included in Platinum |
| ARN login Your distributor back-office for the whole business. | Included in Silver | Included in Gold | Included in Sub Diamond | Included in Platinum |
| Web login Use everything from any browser, on any device. | Included in Silver | Included in Gold | Included in Sub Diamond | Included in Platinum |
| Android app Mobile app for you and your investors. | Included in Silver | Included in Gold | Included in Sub Diamond | Included in Platinum |
| iOS app iPhone app for you and your investors. | Included in Silver | Included in Gold | Included in Sub Diamond | Included in Platinum |
| Transactions | ||||
| BSE transactions Purchase, SIP, switch and redemption on BSE StAR MF. | Included in Silver | Included in Gold | Included in Sub Diamond | Included in Platinum |
| Team & hierarchy | ||||
| Create branches Run several branch offices from one account. | Not included in Silver | Not included in Gold | Included in Sub Diamond | Not included in Platinum |
| Create agents under ARN Add sub-brokers and track their clients and business. | Not included in Silver | Included in Gold | Included in Sub Diamond | Included in Platinum |
| Create business development managers Add BDMs to build and manage your agent network. | Not included in Silver | Not included in Gold | Not included in Sub Diamond | Included in Platinum |
| Create RMs and employees Role-based staff access to the back-office. | Not included in Silver | Not included in Gold | Not included in Sub Diamond | Included in Platinum |
| Book demo | Book demo | Book demo | Book demo | |
Swipe sideways to see all packages
Included with every package
- Secure cloud hosting in India
- Daily RTA feed processing
- Encrypted daily backups
- Onboarding & training
- Free product updates
- Role-based staff access
FAQ
Questions distributors ask us
Which exchanges and RTAs does MFD Expert support?
Transactions run on BSE StAR MF, NSE NMF II and MF Utilities. Portfolio data is built from CAMS and KFintech feeds and mailback files.
Can I migrate from my current software?
Yes. Our onboarding team imports your client master, RTA transaction history and brokerage data at no extra cost, usually within 2 hours.
Will my clients see my brand or yours?
Yours. The client web login and the Android and iOS apps carry your logo, firm name and ARN.
Is my client data safe?
All traffic is encrypted with 256-bit SSL, data is hosted on Indian servers with daily encrypted backups, and every staff login is recorded in an audit trail.
Is there a free trial?
We start with a free personalised demo on your own sample data, so you can see exactly how MFD Expert fits your practice before you decide.
Do you provide training and support?
Every package includes onboarding training and support from our team by phone, WhatsApp and email.
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.