01
Investors
Complete Client Management
Centralized investor database with KYC status, investment history, and communication logs. Search, filter, and manage all your clients in one place.
Investor ManagementAUM TrackingCommission ReportsTransaction ProcessingFull Control
Complete Business Management for DistributorsManage your entire mutual fund distribution business from one powerful dashboard. Track AUM, manage investors, process transactions, and monitor commissions effortlessly.
Distributor Features
Run your distribution business efficiently.
Everything you need to manage investors, process transactions and grow your AUM — all in one powerful platform.
02
Transactions
Process All Transaction Types
Execute SIP (daily & monthly), lump sum, and redemption transactions for your investors. Bulk processing support for efficiency at scale. Switch, STP & SWP coming soon.
03
AUM
Real-time AUM Tracking
Monitor your assets under management with live updates. Scheme-wise breakdowns, and investor-level AUM at a glance.
04
Reports
Comprehensive Reporting
Transaction reports, capital gains statements, holding reports, and business analytics. Export to Excel or PDF for offline analysis.
05
Onboarding
Digital Client Onboarding
Onboard new investors with Aadhaar OTP + eSign KYC. Paperless process that gets clients investing in minutes. NRI onboarding supported.