December 12, 2025
Redemption + SWP: Smooth Withdrawals for Every Investor Journey
Enable investors to redeem instantly—partial, full, amount-based, or unit-based—while distributors get assisted workflows with consent-driven control. SWP support coming soon.
Withdrawals are a critical part of the mutual fund experience. MFStack makes them simple, reliable, and fully digital—whether the investor initiates the request or the distributor assists them through consent-driven flows.
What This Feature Enables
Redemption from Existing Folios
Investors can redeem from any active folio with complete flexibility:
- Partial or full redemption
- Amount-based or unit-based redemption
- Instant request placement with real-time validation
The flow is clean, guided, and easy to execute from web or mobile.
Investor-Driven or Distributor-Assisted
Both experiences are supported:
- Investor Self-Service — Users redeem directly from the app.
- Distributor-Initiated — Distributors trigger the process, and the investor approves digitally through a consent step.
This ensures compliance while keeping the journey smooth for everyone.
SWP (Systematic Withdrawal Plan) — Coming Soon
A structured withdrawal feature for recurring cashflows:
- Monthly or periodic withdrawals
- Automated scheduling
- Ideal for retired investors or income-planning use cases
SWP will integrate seamlessly into existing folio data and transaction systems.
Why It Matters
- Flexible withdrawals built around real investor needs
- Consent-driven flows ensure compliance without friction
- Self-service + assisted flows reduce support load
- Designed for scale using Fintech Primitives’ transaction infrastructure
MFStack gives distributors a modern, dependable withdrawal journey that works beautifully for both investors and operations teams.