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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 MFD Software?

JezzMoney is a white-label advanced MF distributor SaaS Platform for well-managed distributor businesses. It can digitally manage assets, facilitate online transactions, and efficiently manage your client. We connect the investor to MF 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. MF distributors need a tool that makes you advance in your management and provides deep research. Here are some advanced features of JezzMoney 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 Application?

Check out the best mutual fund 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 platform designed for growth and efficiency. Our comprehensive mutual fund software equips you with cutting-edge 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 Advance Your Business?

JezzMoney provides the best 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

"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. "
Ritesh Shah
Mutual Fund Distributor
"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. "
Dhaval Rupera
Mutual Fund Distributor
"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! "
Milind Shah
Financial Advisor

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!

SIP/LS Balancer tool explained for investors to optimize systematic and lump sum investments 8 Mins
19 Aug, 2025
Calculators & Tools /
What Is the SIP/LS Balancer and Why Every Investor Should Use It?
Discover the ultimate SIP vs lump sum investment strategy with the JezzMoney SIP/LS Balancer Calculator. Find your optimal mix, reduce market timing risk, and plan smarter mutual fund investments.
Read More
JezzMoney retirement savings calculator tool to plan and manage future finances 7 Mins
17 Aug, 2025
Calculators & Tools /
Take Control of Your Retirement Savings with JezzMoney's Calculator Tool
Plan your retirement with confidence using JezzMoney's Retirement Planning Calculator. Get personalized savings targets, inflation factor, and secure a comfortable future today.
Read More
Affordable wedding planning tips to organize your dream marriage within budget 7 Mins
17 Aug, 2025
Calculators & Tools /
Plan Your Dream Marriage Without Breaking the Bank
Introduce readers to smart wedding budgeting, and position the JezzMoney Marriage Budget Calculator as a must-use tool.
Read More
Latest SEBI and AMFI compliance rules for mutual fund distributors in 2025 8 Mins
21 Aug, 2025
SEBI & AMFI Rules Every Mutual Fund Distributor Must Know (2025 Update)
Stay compliant in 2025! Discover the latest SEBI & AMFI rules for mutual fund distributors, key updates, ethical practices, KYC norms, and penalties to avoid.
Read More
ELSS calculator helping investors save tax and plan investments efficiently 6 Mins
16 Aug, 2025
Calculators & Tools /
How the ELSS Calculator Helps You Save Tax
Plan smarter tax savings with the ELSS Calculator 2025. Estimate returns, maximize Section 80C benefits, and compare ELSS vs PPF for better investments.
Read More
How Much Should You Save Monthly for Your Dream Vacation 11 Mins
13 Aug, 2025
Calculators & Tools /
How Much Should You Save Monthly for Your Dream Vacation?
Plan your dream vacation effortlessly with the JezzMoney Vacation Planning Calculator. Calculate how much you need to save monthly or as a lump sum, taking into account inflation and investment returns. Start saving smart today!
Read Blog
View all blogs

Distributor's Reports

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

Significant Boost in Productivity

Distributors report faster daily operations with our intuitive dashboard. From real-time transactions to generating detailed MIS and AUM reports, every feature is built to save time and reduce manual effort.

Simple, Smart, and Scalable

The white-labeled app and web portal allow distributors to maintain their brand identity while offering clients a seamless, professional digital experience.

Complete Business Visibility & Control

Access data on transactions, SIPs, redemptions, and client performance. Manage portfolios, monitor commissions, and provide instant advisory with integrated tools.

Smarter Advisory & Better Outcomes

With 50+ financial calculators, detailed fund research, goal-tracking tools, and compliance-ready workflows, MFDs are empowered to deliver tailored, high-quality investment advice that clients trust.

Significant Boost in Productivity 92 %
Simple, Smart, and Scalable 92 %
Complete Business Visibility & Control 80 %
Smarter Advisory & Better Outcomes 100 %

Frequently asked questions

What is JezzMoney?
How can I partner with JezzMoney?
What features does the JezzMoney platform 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%