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Real-Time Portfolio Insights
Stay updated with real-time data on client portfolios and fund performance.
Paperless Onboarding
Paperless onboarding powered by eKYC prepares clients for investment instantly.
Advanced Calculators
From SIP to Retirement planning, use powerful tools to simplify client advising.

Why Choose JezzMoney Mutual Fund Distributor Software?

JezzMoney is a white-label advanced mutual fund software for distributor. It can digitally manage assets, facilitate online transactions, and efficiently manage your client. We connect the investor to mutual fund distributors globally from one platform to bring the MF business online.

Our advanced wealth-tracking application is intuitive and adaptable. It enables you to make informed, timely decisions that will lead to a more prosperous future.

Client Management System
Our Client Management System enables distributors to quickly handle all clients with advanced tools. Whether you're managing portfolios with different goals or tracking investment performance, our software simplifies every interaction. JezzMoney covers everything from managing transactions and tracking client data to client goals, depending on individual investment requirements.
  • Save Client Asset reports and LI/GI
  • Client-Side Mobile Application
  • Merge Duplicate Users
  • Advance MF Tools
Portfolio Management Tools
The portfolio management tools offered by JezzMoney have an intuitive interface intended to maximize your investing experience. Our straightforward dashboard makes monitoring, analyzing, and tweak investment portfolios easy. Advanced basics requirement form to generate client portfolios. You can give quick suggestions in profitable screams and share them with the clients.
  • Advance Dashboard with Graphs
  • Client Goal List Monitoring
  • SIP/STP/SWP Reports
  • MF AUM Details
Calculators and Simulators
Our advanced financial calculators and simulators can help you make better choices. Before you decide what to do with your investments, plan them by simulating different outcomes and scenarios. Our tools help you forecast potential returns, assess risks, and devise the best strategies tailored to your financial objectives.
  • 50+ Advance Calculators and 15+ Simulators
  • Analyze Schemes Performances
  • User-Friendly Interface
  • Easy Scheme Predictions
AUM Master Report
The AUM master report gives you a clear and simple view of your clients' total investments. With the AUM master report, you can easily see how much is invested, where the money is going, and how it’s performing. It helps you track growth, deposits, withdrawals, and changes over time. Whether you're managing one client or many, the AUM master report keeps you updated.
  • Transactions of BSE, NSE, and MF Secure Loans
  • Client Folio and Profit Loss
  • Quick Report Generation
  • Download & Share

Why You Need Mutual Fund Advisor Tool?

Mutual fund businesses work with trust and the right management. Mutual fund distributors need a software that makes you advance in your management and provides deep research. Here are some advanced features of Mutual Fund Distributor Software that make you brilliant:
Investment Guidance on mutual fund investment
Proper Investment Managment
Accredited investors assess clients' investment objectives and risk profiles to give various meters on some investment plans. With proper research and systematic research, it is easy for distributors to manage clients.
On-time Investment Advice on mutual fund investment
Accredited Investor Profiling
Assess clients' financial goals, risk tolerance, and suitability through advanced profiling tools. With integrated research and automated insights, it's easier than ever to match clients with the right investment plans.
Portfolio Management in mutual fund investment
On-Time Advisory Alerts
Provide proactive investment advice and timely recommendations. Automated alerts and reminders keep you and your clients aligned with market opportunities and rebalancing needs.
Transaction Assistance on mutual fund investment
Transaction Assistance
Place mutual fund transactions online across BSE and NSE with pre-filled client data. Instantly share forms and transaction links via WhatsApp or email, ensuring fast, error-free execution.
Multi Asset Management
Multi-Asset Management
Handle a variety of asset classes including equity, debt, commodities, real estate, and even postal investments from one centralized dashboard. JezzMoney simplifies asset allocation and tracking.
Lead Management
Lead Management
Never miss a follow-up. With lead tracking, automated client onboarding, and reminder notifications, you can seamlessly convert prospects into loyal investors while saving time.

What We Offer in Our MFD Mobile Application?

Check out the best mutual fund mobile application by JezzMoney and how every small thing we craft gives you the best feel and experience while managing client data and investment!

Digital Onboarding Software

Onboard clients in minutes through a fully paperless, API-integrated KYC process. It’s fast, secure, and 100% compliant, allowing you to focus on growing your business.

Easy Transactions Across All Modes

Execute and manage mutual fund transactions across BSE and NSE, including SIPs, Lumpsum, SWP, and STP. Everything you need is in one simplified interface.

Powerful Financial Planning Tools

Offer your clients smart tools like SIP, Lumpsum, and goal-based calculators to help them make informed financial decisions with confidence.

Advanced Portfolio Dashboard

Monitor AUM, SIP book, transactions, redemptions, and client growth with a live, intuitive dashboard. Real-time insights at your fingertips.

Commission and Trail Income Reports

Track your earnings with complete transparency. Access detailed commission statements and trail income analytics designed for distributor needs.

Comprehensive Mutual Fund Research

Explore fund comparisons, performance data, risk profiles, and the latest ratings to support better investment advice for your clients.

White-Label Platform for Your Brand

Run your distribution business under your own identity. Customize the platform with your branding, logo, and domain to strengthen your presence.

Built-In Compliance Framework

Fully aligned with AMFI, SEBI, and FATCA requirements. Operate with peace of mind knowing your business stays compliant as you scale.

How to Succeed as a Mutual Fund Distributor?

Build your business with an advanced mutual fund distributor software designed for growth and efficiency. Our comprehensive mutual fund software for distributor equips you with advance tools and technology to establish yourself as a trustworthy distributor in a competitive market.

We provide clear MF research, curated mutual fund schemes, and an all-in-one application that includes every essential tool you need. From in-depth fundamentals to personalized features, we ensure your business operations are smooth and investor-ready. With personal micro-profiles tailored for investors across India, you can deliver customized investment experiences, build stronger client relationships, and enhance trust.

Become a Partner and empower your mutual fund journey with technology, insight, and support that truly make a difference.

Become a Partner

How JezzMoney MFD software Advance Your Business?

JezzMoney MFD software provides the best financial calculators and knowledge to build the right investment plan. The global distributor data is open for the public to connect to the local distributor for the best advice and investment plans.
SIP-calculator
SIP Calculator
Marriage planning mutual fund calculator to estimate investment needs for future wedding expenses
Marriage Planning
Education planning calculator to estimate savings for future tuition fees and school expenses
Education Planning
Lumpsum investment calculator to estimate returns from one-time large investments
Lumpsum
Life insurance calculator to determine coverage needs and premium amounts
Life Insurance
Retirement planning calculator to estimate savings required for a secure post-retirement life
Retirement Planning
EMI calculator for calculating monthly payments on loans and credit purchases
EMI Calculator
Income tax calculator to estimate tax liabilities based on income and deductions
Income Tax
view all calculators

Testimonials

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"I run my business very differently now that I use JezzMoney Software. It's easy to handle client portfolios and keep track of investments and performance in one platform. It has also greatly improved the way I work, which has saved me from handling daily tasks. "
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Agrawal Financial Services
Mutual Fund Distributor
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"Thanks, JezzMoney! Your software not only simplifies client management but also helps in tracking transactions, commissions, and portfolio performance. My productivity has increased because of this software, and I've been able to focus more on growing my client base. "
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Capkco Finserv Pvt. Ltd.
Mutual Fund Distributor
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"What I love most about this Mutual Fund Distributor Management System is how easy it makes everything. Whether managing client relationships, accessing portfolio data, or generating reports. Also, I get free clients from the MF distributor's profile on the website. It has saved me time and improved my work. I must recommend it! "
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Garg Honorvest LLP
Mutual Fund Distributor

News & Articles

Stay awake and informed about quick changes in the market. Stay ahead of the curve with frequent updates and analysis through our latest news & articles!

Types of ETFs in India including equity ETFs, debt ETFs, gold ETFs, international ETFs, and smart beta ETFs 7 Mins
23 Jan, 2026
Wealth Management /
Types of ETFs in India: Equity, Debt, Gold, International, and Smart Beta ETFs
Learn about the types of ETFs in India, including equity, debt, gold, international, and smart beta ETFs. Understand ETF meaning, benefits, taxation, and how beginners can invest through passive strategies.
Read More
Avoid common mistakes when choosing car insurance for your new car to ensure proper coverage and savings 8 Mins
20 Jan, 2026
Wealth Management /
Avoid These Mistakes When Choosing Car Insurance for Your New Car
Learn how to choose car insurance for a new car, avoid common mistakes, understand coverage options, and check new car insurance validity before buying a policy.
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How credit score affects personal loan interest rates in India 8 Mins
09 Jan, 2026
Wealth Management /
Credit Score Really Impacts Personal Loan Interest Rates
Did you know how your Credit score impacts your personal loan or other loan interest rates in different ways?
Read More
Understand Inflation with JezzMoney's Calculator 7 Mins
22 Jul, 2025
Calculators & Tools /
Understand Inflation with JezzMoney's Calculator
Understand how inflation impacts your savings and future goals. Use JezzMoney’s Inflation Calculator to protect your money and plan smarter today.
Read Blog
How a branded client portal improves client experience and generates referrals automatically for financial advisors 8 Mins
06 Jan, 2026
Calculators & Tools /
How a Branded Client Portal Improves Referrals Automatically
Referrals don’t happen just because clients are happy. See how a branded client portal helps mutual fund distributors get referrals naturally.
Read More
JezzMoney participating in AMG Rashtriya 2026 event held from 6–8 January 5 Mins
01 Jan, 2026
Wealth Management /
JezzMoney is Coming to AMG Rashtriya 2026 | 6-7-8 January
Meet JezzMoney at AMG Rashtriya 2026, India’s leading personal finance summit. Discover how disciplined workflows and automation help MFDs scale with confidence.
Read More
View all blogs

Distributor's Reports

We received feedback from distributors after they used our management dashboard.

High Revenue Growth Boost

MFDs are unlocking faster business growth as our powerful research tools help them present clearer recommendations, win client trust, boost SIP commitments, and close more investment decisions with confidence.

Simple, Smart, and Scalable

JezzMoney’s white-labeled app and web portal let MFDs deliver a professional, research-driven advisory experience under their own brand. As your business grows, the platform helps you handle more clients.

80% Time Saved on Admin

Fund screeners, AMCs, calculators, and comparison tools eliminate time-consuming manual work. MFDs free up hours to focus on client conversations, deliver better advice and build long-term relationships.

Deep Insights & Holdings Analysis

Simple view of each fund’s sector and stock exposure. Instantly spot concentration, diversification gaps, and risks helping you explain fund behavior and guide clients with more confident investment decisions.

High Revenue Growth Boost 92 %
Simple, Smart, and Scalable 92 %
80% Time Saved on Admin 80 %
Deep Insights & Holdings Analysis 100 %

Frequently asked questions

What is JezzMoney?
How can I partner with JezzMoney?
What features does the JezzMoney MFD Software offer?
How does the client management system work?
Can I access JezzMoney on my mobile device?
What kind of support does JezzMoney provide to its distributors?
How do financial calculators and simulators help in investment planning?
What transaction reports are available on the platform?
Why is it important to have a mutual fund advisor?
How can I stay updated with market changes using JezzMoney?
How We Works in Your Best Interest
Monthly Investment
₹
After 25 years, it would have accumulated to
BANK @ 4%
FIXED DEPOSIT @ 7%
GOLD @ 9%
SENSEX @ 12%
MUTUAL FUNDS @ 15%