Learn why every MFD should offer goal-based investing to improve client engagement, encourage disciplined SIP investing, and support long-term financial goals.
Real-Time Portfolio Insights
Track client portfolios, mutual funds, and fund performance in real time.
Paperless Onboarding
Complete faster digital onboarding with secure eKYC and minimal paperwork.
Advanced Calculators
Simplify SIP, retirement, and investment planning with powerful calculators.
Why Choose JezzMoney Mutual Fund Distributor Software?
JezzMoney is an advanced white-label mutual fund software for distributors. It helps digitally manage assets, facilitate online transactions, and efficiently manage clients. Connect investors with mutual fund distributors through one platform and bring your MF business online.
Our advanced wealth management software is intuitive and adaptable. It helps you make informed, timely decisions while managing investments, portfolios, and client relationships.
Client Management System
Our Client Management System enables distributors to manage clients with advanced tools. Whether you're managing portfolios with different goals or tracking investment performance, our software simplifies every interaction. JezzMoney helps manage transactions, client data, investment goals, and portfolio requirements.
- Save Client Asset reports and LI/GI
- Client-Side Mobile Application
- Merge Duplicate Users
- Advance MF Tools
Portfolio Management Tools
JezzMoney's portfolio management software makes monitoring, analyzing, and managing investment portfolios easy. Its intuitive dashboard helps you track mutual funds, client goals, investment performance, and portfolio activity while providing insights to support better investment decisions.
- Advance Dashboard with Graphs
- Client Goal List Monitoring
- SIP/STP/SWP Reports
- MF AUM Details
Calculators and Simulators
Our advanced financial calculators and simulators help you make better investment decisions. Plan investments by simulating different outcomes and scenarios. These tools help forecast potential returns, assess risks, and create strategies based on financial goals.
- 50+ Advance Calculators and 15+ Simulators
- Analyze Schemes Performances
- User-Friendly Interface
- Easy Scheme Predictions
AUM Master Report
The AUM Master Report provides a clear view of your clients' total investments. Easily track investments, portfolio growth, deposits, withdrawals, and performance over time. Whether you're managing one client or many, the report keeps your mutual fund business updated.
- Transactions for BSE, NSE, BSE 2.0, MFU, ONDC and MF Secure Loans
- Client Folio and Profit Loss
- Quick Report Generation
- Download & Share
Why You Need Mutual Fund Advisor Tool?
Mutual fund businesses need the right tools for efficient management and client service. Mutual fund distributors need software that simplifies investment management and provides deep research. Here are advanced features of JezzMoney's Mutual Fund Distributor Software:
Proper Investment Managment
Assess clients' investment objectives and risk profiles to create suitable investment plans. With research and systematic portfolio management, distributors can manage client investments more effectively.
Accredited Investor Profiling
Assess clients' financial goals, risk tolerance, and investment suitability through advanced profiling tools. Integrated research and insights help match clients with suitable investment plans.
On-Time Advisory Alerts
Provide timely investment advice and recommendations. Automated alerts and reminders help you and your clients stay updated with market opportunities and portfolio rebalancing needs.
Transaction Assistance
Place mutual fund transactions across BSE, NSE, BSE 2.0, MFU, ONDC & MF Secure Loans with pre-filled client data. Share forms and transaction links via WhatsApp or email for faster, seamless execution.
Multi-Asset Management
Manage equity, debt, commodities, real estate, and postal investments from one centralized dashboard. JezzMoney simplifies asset allocation, investment tracking, and portfolio management.
Lead Management
Never miss a follow-up. Lead tracking, automated onboarding, and reminder notifications help convert prospects into investors while saving time and improving client management.
Everything a Modern MFD Needs in Mutual Fund Software
Stop switching between spreadsheets, WhatsApp, emails, back-office tools, and multiple portals. JezzMoney brings your distribution business into one intelligent workspace, helping you manage investments, portfolios, transactions, and investor relationships efficiently.
Digital Onboarding & eKYC
Digitize investor onboarding with integrated KYC, CKYC, PAN verification, FATCA compliance, and secure document management. Accelerate client acquisition while reducing paperwork and operational delays.
End-to-End Transaction Processing
Execute SIP, Lumpsum, STP, SWP, Switch, Redemption, NFO, and exchange-based transactions through one workflow. Monitor transaction status, portfolio updates, and investor activities in real time.
Intelligent Financial Planning
Empower advisors with advanced financial planning tools, including retirement, goal-based investing, wealth creation, tax planning, and risk assessment calculators to deliver personalized investment strategies.
White-Label Digital Experience
Launch your own branded investment ecosystem with customizable web and mobile applications, personalized themes, multilingual support, and a seamless digital experience that strengthens your brand identity.
Average onboarding time
Under Minutes
Supported transaction platforms
BSE, NSE, MFU, ONDC
Business Intelligence & Reporting
Access dashboards with AUM analytics, investor insights, transaction summaries, commission tracking, CAS reports, and performance metrics for data-driven investment management.
Automated Client Communication
Improve investor engagement with automated SIP reminders, transaction alerts, portfolio updates, email campaigns, WhatsApp notifications, and personalized communication workflows.
Advanced Mutual Fund Research
Access mutual fund research with fund comparisons, performance analytics, rolling returns, risk ratios, category rankings, portfolio holdings, and market insights for informed investment decisions.
Enterprise Security & Compliance
Protect your investment business with role-based access control, encrypted data management, automated compliance workflows, audit-ready records, and regulatory support aligned with AMFI, SEBI, and FATCA standards.
White-Label Mutual Fund Application for MFDs & Investment Businesses
Launch your own branded mutual fund application without building a platform from scratch. JezzMoney helps MFDs, financial advisors, and wealth management businesses deliver a professional digital investment experience under their own brand.
Your Own Branded Application
Create a professional mutual fund app and investment platform under your business identity.
Custom Logo & Business Identity
Build investor trust with personalized branding and a consistent digital experience.
Smooth Investor Onboarding
Enable faster paperless onboarding with simple and seamless investor journeys.
BSE, NSE, BSE 2.0, MFU & ONDC Support
Enable seamless investment transactions through leading mutual fund platforms.
Portfolio Tracking & SIP Management
Help investors track mutual fund portfolios and manage SIPs effortlessly anytime.
Smart Notifications & Communication
Keep investors engaged with timely portfolio updates, SIP reminders, and important alerts.
No coding needed
Live in days
Android & iOS
₹0
Dev cost
100%
Your brand
Custom Mutual Fund App Development Built Around Your Business
Every investment business operates differently. JezzMoney develops customized mutual fund applications designed around your workflow, investor journey, operational requirements, and business goals.
Fully Customized UI/UX
Design investor experiences aligned with your brand, business, and workflow.
Business-Specific Workflows
Build application flows around your operational and investor servicing requirements.
Native Android & iOS Apps
Deliver fast, seamless mutual fund app experiences across Android and iOS.
Advanced Analytics Dashboard
Access powerful reports, portfolio analytics, business insights, and growth tracking tools.
Custom Integrations & Modules
Integrate platforms, APIs, reports, and investment tools based on business needs.
Multi-ARN & Sub-Broker Support
Manage multiple advisors, branches, and sub-broker operations from one platform.
Two Powerful Solutions for Modern Investment Businesses
White-Label Application
Launch your own branded mutual fund app quickly with ready-to-use investment infrastructure.
- Launch faster with a ready platform
- Lower setup cost
- Ready MFD features included
- Less technical management
- Best for growing MFDs
Custom MFD App Development
Build a fully customized investment platform designed around your business and investor experience.
- Build fully around your business
- Advanced custom features
- Personalized investor experience
- Flexible integrations & scalability
- Best for enterprises & fintechs
How JezzMoney MFD software Advance Your Business?
JezzMoney MFD software provides financial calculators, mutual fund research, and portfolio insights to help distributors build better investment plans. Its digital tools help MFDs manage clients, track investments, and deliver informed investment guidance from one platform.
Trusted by Mutual Fund Distributors: Real Client Stories
Hear how JezzMoney is helping MFDs transform and grow their business with new-age AI technology, smarter tools, and seamless digital solutions.
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!
11 Mins
11 Mins
Discover effective strategies to sell more SIPs during market volatility by addressing investor concerns, building confidence, and emphasizing long-term wealth creation.
8 Mins
Know how Mutual Fund Distributors can grow revenue by increasing client lifetime value, boosting AUM, reducing SIP drop-offs, and strengthening investor relationships.
8 Mins
Discover proven strategies to increase SIP book size without adding new clients by improving client engagement, SIP top-ups, and portfolio reviews.
8 Mins
how investing ₹1000 monthly can build long-term wealth. Compare SIPs, mutual funds, PPF, and other investment options to achieve your financial goals.
8 Mins
Discover effective strategies for MFDs to reduce SIP drop-off rates, improve investor retention, and build long-term client relationships.
Distributor's Reports
We received feedback from distributors after they used our management dashboard.
High Revenue Growth Boost
Powerful research and portfolio tools help MFDs present clearer recommendations, build client trust, increase SIP commitments, and support better investment decisions.
Simple, Smart, and Scalable
JezzMoney's white-label app and web portal help MFDs deliver a professional digital investment experience under their own brand while managing growing client portfolios.
80% Time Saved on Admin
Fund screeners, AMCs, calculators, and comparison tools reduce manual work, giving MFDs more time to focus on client relationships and business growth.
Deep Insights & Holdings Analysis
Analyze fund sectors, stock exposure, concentration, diversification, and risks to better understand fund performance and provide confident investment guidance.
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%
Get In Touch
Interested in exploring more about JezzMoney Mutual Fund Distributors Software? Submit the form, and we will respond quickly.
Get Expert Advice on Investment in Mutual Funds!
- Certified mutual fund distributors around India will reach out to help you build your future.
- Connect with trusted mutual fund distributors and find them from your city and pincode area.
- JezzMoney is only the mediator to help you connect with these certified professionals.
- It is your obligation to gather accurate information when you receive contact from our platform.