Client Management | Digital KYC | Transactions | Investor App | AUM & Brokerage Reports | Lead Management | Automated Follow-Ups | MF Research | Multi-Asset Tracking
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Grow Your AUM
Manage clients, SIPs, investments, transactions, and reports from one platform. Handle more business with less manual work.
Business On The Go
Use the powerful MFD mobile app to manage clients, track portfolios, check reports, and stay connected with your business anytime, anywhere.
Engage & Retain Clients
Simplify follow-ups, portfolio servicing, and client communication to build stronger relationships and uncover new growth opportunities.

Why Choose JezzMoney Mutual Fund Distributor Software?

JezzMoney is an advanced white-label mutual fund software for distributors. It helps MFD to manage clients, investments, transactions, portfolios, and daily operations from one platform. From growing AUM and SIP business to improving investor engagement. 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

Manage your growing investor base from a centralized client management system. JezzMoney gives MFDs a complete view of client investments, portfolios, transactions, goals, and financial information, helping you deliver faster and more personalized service.
  • Complete client & family portfolio view
  • Client onboarding & profile management
  • Client mobile application
  • Duplicate client merging

Why You Need Mutual Fund Advisor Tool?

Managing a growing mutual fund distribution business requires more than transaction processing. MFDs need the right tools to understand investors, manage portfolios, track opportunities, improve client engagement, and reduce day-to-day manual work. A mutual fund advisor tool brings these activities together, helping distributors serve clients better while creating more opportunities to grow their business.

Understand Client Portfolios

Get a complete view of client investments, returns, asset allocation, folios, SIPs, and transactions. Portfolio insights help MFDs understand investor positions and identify opportunities for meaningful portfolio discussions.

Plan Investments Around Goals

Move beyond product-based conversations with goal-oriented investment planning. Use risk profiling, financial calculators, and goal-planning tools to understand investor requirements and support more structured investment conversations.

Stay Ahead With Smart Follow-Ups

Consistent follow-ups can strengthen investor relationships and improve retention. Automated reminders and activity tracking help MFDs stay on top of SIPs, KYC, renewals, client requirements, and other important investor activities.

Simplify Investor Transactions

Make mutual fund transactions more convenient with centralized transaction workflows. Manage purchases, redemptions, switches, SIPs, STPs, SWPs, mandates, onboarding, and other processes through supported transaction platforms.

Manage More Than Mutual Funds

Get a broader view of your client's financial relationship by managing multiple asset categories from one platform. Track insurance, equity, commodity, PMS/alternative investments, postal assets, and real estate alongside mutual fund investments.

Convert Leads Into Investors

Turn prospects into long-term investor relationships with structured lead and CRM management. Track leads, contacts, follow-ups, campaigns, tasks, and client interactions so your team can respond at the right time and avoid missed opportunities.

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.

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.
Average onboarding time
Under Minutes
Supported transaction platforms
BSE, NSE, MFU, ONDC
Start Now
Hi, Client Name
Secure. SEBI Registered.
Portfolio Value
↑ ₹1,00,000.00 (+50.10%)
Day Change
₹3,80,000.00
1D 1W 1M 1Y All
Investment
₹2,50,000.00
Your active SIP 6
Total Gain
+ ₹1,50,000.00
Your active Folios 6
Absolute Return
26.36%
XIRR
16.36%
Your Aggressive Growth Strategy
High-growth allocation strategy
Start You SIP Investment
Make your folio healty.
Invest Now
Goal TrackingView All
Retirement
Target: ₹2.5 Cr.
65%
25%50%75%
Saved: ₹2 Cr.To Achieve ₹1.3 L
To Achieve this goal you must invest
Lumpsum Monthly
Retirement
Target: ₹2.5 Cr.
65%
25%50%75%
Saved: ₹2 Cr.To Achieve ₹1.3 L
To Achieve this goal you must invest
Lumpsum Monthly
New Fund Offerings (NFOs)
Invest early in new funds.
22 OPEN
Fund CollectionsView All
ELSS
Top Rated
High Returns
Beginners
Best SIP
Long Term
SIPsView All
HDFC Defence Fund Regular Growth
EquityEquity Large Cap
Start Date: 06-11-2025Amount: ₹500
Investment
₹3000
AUM
₹5000
XIRR
60%
Axis Bank Fund Regular Growth
EquityEquity Large Cap
Start Date: 06-11-2025Amount: ₹500
Investment
₹3000
AUM
₹5000
XIRR
60%
HDFC Defence Fund Regular Growth
EquityEquity Large Cap
Start Date: 06-11-2025Amount: ₹500
Investment
₹3000
AUM
₹5000
XIRR
60%
Recent TransactionsView All
HDFC Defence Fund Regular Growth
EquitySIP Purchase
Folio No.
#241254848
Transaction ID
123456789
Date
07-11-2025
NAV
₹300.21
Units
154.15
Amount
₹3000
Axis Bank Fund Regular Growth
EquitySIP Purchase
Folio No.
#241254848
Transaction ID
123456789
Date
07-11-2025
NAV
₹300.21
Units
154.15
Amount
₹3000
HDFC Defence Fund Regular Growth
EquitySIP Purchase
Folio No.
#241254848
Transaction ID
123456789
Date
07-11-2025
NAV
₹300.21
Units
154.15
Amount
₹3000
Family MembersView All
R
Client Name
BJA!2344
AUM
₹5000
Investment
₹3000
Profit/Loss
₹2000
P
Client Name
BJA!2344
AUM
₹5000
Investment
₹3000
Profit/Loss
₹2000
S
Client Name
BJA!2344
AUM
₹5000
Investment
₹3000
Profit/Loss
₹2000
Smart SIP Baskets
+3 More
Safe Growth
Min. SIP ₹4000
3Y Return
40% Per Year
Money loves patience
And patience build wealth. ♡ 💕
Home
Members
Explore
Onboarding
Try your brand color

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.
₹0
Dev cost
7 days
Time to launch
100%
Your brand

Your Own Branded Application

Get a 100% white-label mutual fund app for Android and iOS, built entirely under your brand.

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
Launch Your Brand View Full Details

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.

Plan your SIP

₹
per month
₹1,000₹1,00,000
25 years
1 year40 years

Returns shown are assumed and for illustration only. Actual returns may vary. Mutual fund investments are subject to market risks.

Your future wealth, compared

After 25 years
Mutual funds @ 15% · estimated wealth
₹1.64 Cr
Invested₹15.00 L
Gained₹1.49 Cr
10.9x
your money
Mutual funds 15% p.a. Highest
₹1.64 Cr
Sensex 12% p.a.
₹94.88 L
Gold 9% p.a.
₹56.48 L
Fixed deposit 7% p.a.
₹40.74 L
Savings bank 4% p.a.
₹25.79 L

Illustrative constant annual rates (4%, 7%, 9%, 12%, 15%) are hypothetical assumptions, not actual or guaranteed returns for the listed asset classes. Projected values include your invested principal. Actual outcomes depend on market conditions, product terms, costs and taxes. Mutual fund investments are subject to market risks.

50+ calculators, ready for client meetings

View All Calculators
SIP Calculator
Calculate the future value of monthly investments with Systematic Investment Plans (SIP).
Marriage Planning
Plan savings for marriage expenses, factoring inflation and time horizon.
Education Planning
Know the future education costs and create a suitable investment plan.
Lumpsum
Estimate returns on one-time investments for specific durations and expected rates of return.
Life Insurance
Estimate required life insurance coverage based on dependents and financial obligations.
Retirement Planning
Forecast retirement corpus required for a comfortable lifestyle post-retirement.
EMI Calculator
Compute Equated Monthly Installments (EMI) for loans based on principal, interest, and tenure.
Income Tax
Calculate income tax liabilities and deductions under applicable tax slabs.

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.
Watch Client Stories

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!

AMFI-compliant website development for mutual fund distributors in 2026 10 Mins
Fintech & WealthTech Innovations /
19 Oct, 2026
AMFI-Compliant Website Development for MFDs: 2026 Guide
Discover key website development practices to help mutual fund distributors address AMFI disclosures, regulatory requirements, security, and usability.
Read More about AMFI-Compliant Website Development for MFDs: 2026 Guide
White-label MFD software implementation and launch timeline 10 Mins
Fintech & WealthTech Innovations /
02 Oct, 2026
How Long Does It Take to Implement and Launch White-Label MFD Software?
Learn the key stages involved in implementing and launching white-label MFD software for your distribution business.
Read More about How Long Does It Take to Implement and Launch White-Label MFD Software?
Cybrilla ONDC and JezzMoney shaping mutual fund distribution 7 Min
Fintech & WealthTech Innovations /
30 Sep, 2026
Cybrilla ONDC & JezzMoney: Shaping the Future of Mutual Fund Distribution
Cybrilla ONDC and JezzMoney represent evolving digital approaches to mutual fund distribution and investor access.
Read More about Cybrilla ONDC & JezzMoney: Shaping the Future of Mutual Fund Distribution
Eternal Blinkit Zomato mutual funds exposure to new-age consumption economy 10 Mins
Fintech & WealthTech Innovations /
29 Sep, 2026
Eternal, Blinkit & Zomato: How One Company Gives Mutual Funds Exposure to India's New-Age Consumption Economy
Eternal, Blinkit and Zomato reflect India’s evolving consumption economy and its growing digital-first business landscape.
Read More about Eternal, Blinkit & Zomato: How One Company Gives Mutual Funds Exposure to India's New-Age Consumption Economy
MFD software ROI evaluation before investing in financial distribution technology 8 Min
Fintech & WealthTech Innovations /
24 Sep, 2026
How to Evaluate MFD Software ROI Before Investing
Evaluate MFD software ROI by understanding costs, efficiency gains, and potential returns before choosing a solution.
Read More about How to Evaluate MFD Software ROI Before Investing
20-30-40 rule for buying a house to balance home loan EMIs, down payment, and investments 8 Mins
Investment Tools & Calculators /
14 Sep, 2026
20-30-40 Rule for Buying a House: How to Balance Home Loan EMIs and Investments
Understand the 20-30-40 rule for buying a house and learn how to balance your down payment, home loan EMIs, savings, and investments effectively.
Read More about 20-30-40 Rule for Buying a House: How to Balance Home Loan EMIs and Investments
View all blogs

Distributor's Reports

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

High Revenue Growth Boost

92%
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

92%
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

80%
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

100%
Analyze fund sectors, stock exposure, concentration, diversification, and risks to better understand fund performance and provide confident investment guidance.

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?