December 13, 2025
Wealth Management Firms
A complete digital infrastructure for wealth teams to onboard clients, manage advisory workflows, and deliver modern investment experiences at scale.
Wealth management firms need robust, compliant, scalable digital experiences — not basic DIY investor apps.
Your clients expect premium onboarding, reporting, and seamless transactions. Your team needs strong operational controls, sub-accounts, and auditability.
This solution provides enterprise-grade mutual fund workflows powered by Fintech Primitives APIs, delivered in a fully white-labeled environment.
What You Unlock
1. Fully Branded Investor Platforms
Deliver a premium experience across web and mobile:
- Digital onboarding (Resident + NRI + Non-individual)
- Paperless Aadhaar eSign KYC
- Lumpsum, SIP, Switch*, STP*, Redemption workflows
- Portfolio dashboards, analytics, capital gains, custom reports
- Unified view across family accounts
Your brand becomes the investment gateway — not a third-party app.
2. Relationship Manager (RM) Tools
Built for teams that manage dozens or thousands of clients.
RMs can:
- Initiate transactions on behalf of clients (DIT)
- Create SIPs, batches, or rebalancing plans
- Share reports, holdings, and statements
- Track investor journeys and pending approvals
- Operate within role-based access controls
This gives your RMs a scalable, compliant, assisted-advisory workflow.
3. Multi-Tier Sub-Broker / RM / Advisor Hierarchies
For firms with distributed teams or multi-city branches.
You can:
- Add advisors / RMs / sub-brokers
- Give tiered access to clients and transactions
- Track AUM, activity, revenue, and performance
- Maintain strict permissioning and audit logs
This eliminates legacy spreadsheets and fragmented workflows.
4. Enterprise-Grade Reporting & Insights
Wealth clients expect depth.
You get:
- Portfolio performance
- Capital gains and tax reports
- Consolidated family reporting
- Scheme-level insights
- Custom branded reports
- Distributor-level dashboards
Perfect for review meetings and long-term planning.
Where This Helps Wealth Firms Win
Deliver Premium Digital Experiences
Match or exceed modern fintech apps — under your brand.
Scale Without Increasing Ops Load
Onboarding, SIP lifecycle, reporting, and DIT reduce manual work dramatically.
Institutional Security & Compliance
Bank-grade security, auditability, and SEBI-aligned flows built in.
Better Client Engagement
Assist clients, share insights, and operate with real-time transparency.
Narrative Snapshot
A mid-size wealth firm migrates from paper-based KYC and PDF-led reporting to a fully digital MFStack-powered experience.
RMs onboard clients in minutes, initiate systematic plans, and deliver personalised reports from a single platform.
Clients interact through branded apps — leading to higher trust, more SIPs, and smoother operations.
Connected Use Cases
- Distributor Initiated Transactions → For RM-led transactions
- Launch Your Branded App → For web + mobile packaging
- Manage Sub-Brokers → For multi-tier advisory structures