Learn how inflation affects a ₹1 crore retirement goal and why you may need a larger corpus to maintain your lifestyle and meet future expenses.
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
Portfolio & AUM Management
Get a clear view of your MFD business and client portfolios with centralized AUM and investment insights. Track portfolio performance, allocation, SIPs, and returns to identify opportunities for better investor engagement and AUM growth.
- Advance Dashboard with Graphs
- Client Goal List Monitoring
- SIP/STP/SWP Reports
- MF AUM Details
Online Transaction Management
Simplify mutual fund transactions and reduce manual work with centralized transaction management. JezzMoney supports multiple transaction platforms and helps MFDs manage investor onboarding, mandates, purchases, redemptions, switches, and systematic transactions.
- 50+ Advance Calculators and 15+ Simulators
- BSE, NSE, BSE 2.0, MFU & ONDC support
- Purchase, redemption & switch
- SIP, STP & SWP transactions
- UCC, FATCA, ELOG & mandate management
CRM & Investor Engagement
Build stronger investor relationships with CRM tools designed for MFDs' daily needs. Manage leads, follow-ups, campaigns, tasks, tickets, and client communication from one place to improve engagement and retention.
- Transactions for BSE, NSE, BSE 2.0, MFU, ONDC and MF Secure Loans
- Lead & contact management
- Smart follow-ups & task management
- Client segmentation & campaigns
- Inbox, tickets & client notes
Automation & Client Communication
Save time on repetitive follow-ups with automated investor communication. JezzMoney helps MFDs stay connected with clients through timely reminders and alerts for SIPs, KYC, insurance, capital gains, statements, and important investor activities.
- SIP reminders & expiry alerts
- KYC, capital gains & statement alerts
- Birthday & anniversary communication
- Automated investor notifications
Calculators, Research & Goal Planning
Make investor conversations more effective with financial calculators, research tools, and goal-planning capabilities. Use data-driven tools to explain investment scenarios, compare schemes, analyze performance, and align investments with client goals.
- 50+ financial calculators
- Scheme comparison & analysis
- SIP, STP & SWP analysis
- Retirement & goal planning tools
Reports & Business Insights
Access the reports you need to monitor your MFD business, AUM, clients, and transactions. Generate detailed reports for portfolio analysis, capital gains, transactions, SIPs, performance, and other important investor and business requirements.
- AUM & portfolio reports
- Capital gain & dividend reports
- Transaction & performance reports
- Download & share reports
Insurance & Asset Management
Get a broader view of your client relationships by managing investments and other financial assets from one platform. Track insurance, equity, commodity, PMS/alternative investments, postal assets, and real estate to support deeper client engagement.
- Life & general insurance management
- Equity & commodity tracking
- PMS & alternative investments
- Insurance renewal management
Brokerage & Distributor Management
Manage your growing distribution network with tools for branches, RMs, sub-brokers, brokerage rules, reconciliation, and payouts. JezzMoney helps simplify the operational side of running a larger MFD business.
- Branch, RM & sub-broker management
- Brokerage & distributor rules
- Brokerage reports & reconciliation
- Sub-broker payout management
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.
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!
6 Mins
11 Mins
Learn proven strategies to create a sustainable recurring revenue model as an MFD by increasing AUM, improving SIP continuity, and maximizing client lifetime value.
11 Mins
Learn why every MFD should offer goal-based investing to improve client engagement, encourage disciplined SIP investing, and support long-term financial goals.
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.
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.