Here, we are going to learn about the basic features of different Indian mutual fund distributor software. We have to determine which features are best for local businesses and what updates we need to make to drive more business.
1. Investwell Mint
Investwell Mint
is one of the most reliable and feature-rich software solutions designed for Independent Financial Advisors (IFAs) and Registered Investment Advisors (RIAs) in India. It helps streamline every aspect of mutual fund distribution with its robust digital capabilities.
Key Features:
- Cloud-Based Platform: Secure and real-time portfolio tracking and transaction management.
- Advanced AI Analytics: Provides data-driven insights for portfolio rebalancing, SIP tracking, and better investment decisions.
- Business Dashboard: Monitor AUM growth, commission details, and performance metrics in one place.
- CRM Integration: Simplifies client communication through automated alerts, statements, and follow-ups.
Why Choose Investwell Mint?
Investwell Mint is ideal for distributors seeking a comprehensive, AI-driven platform to streamline operations, boost client engagement, and efficiently scale their business. It combines automation, compliance support, and powerful analytics to give advisors a competitive advantage in the financial industry.
2. theMFBox (by AdvisorKhoj)
theMFBox, developed by AdvisorKhoj, is a robust mutual fund distributor software that stands out for its research-oriented features and content integration. It is designed to support MFDs and IFAs in simplifying operations while delivering high-quality, research-backed advisory services.
Key Features:
- Back-Office Operations Support: Streamline administrative tasks, including data management, reporting, and compliance.
- AdvisorKhoj Research Integration: Access proprietary calculators, market analysis, and fund research to enhance advisory quality.
- Client Portfolio Management: Organize and efficiently monitor client portfolios, ensuring accurate investment tracking.
- Performance Reports: Generate detailed portfolio reports with goal-based insights for clients.
- Customizable Tools: Tailor features for your practice and client engagement strategies.
Why Choose the MFBox?
The MFBox is ideal for distributors who rely on research-driven advisory to build trust and offer informed investment recommendations. It combines back-office efficiency with access to extensive market insights, making it a wise choice for advisors focused on delivering value-added services to their clients.
3. IFA-Planet
IFA-Planet
is a well-known and user-friendly platform tailored for Independent Financial Advisors. It provides essential tools to simplify mutual fund distribution and is trusted by thousands of financial advisors across India for its simple interface and productivity-boosting features.
Key Features:
- Portfolio Reporting & Family Grouping: Merge multiple accounts under family heads and create detailed reports.
- Real-Time Analysis & Alerts: Track investments, identify portfolio gaps, and receive instant market alerts.
- SMS & Email Notifications: Clients receive timely updates on transactions, SIP reminders, and portfolio insights.
- Cloud & Mobile Access: Advisors and clients can access the platform from anywhere.
- Free Trial: Try all features before making a commitment.
Why Choose IFA-Planet?
IFA-Planet is best for new or small IFAs seeking an affordable, simple, and mobile-friendly tool. Its free trial makes it perfect for advisors beginning their digital transformation journey.
4. Wealth Elite (by REDVision Technologies)
Wealth Elite
is a comprehensive white-labeled SaaS platform that helps distributors manage operations end-to-end. With advanced features and branding capabilities, it allows IFAs and MFDs to deliver a premium client experience while maintaining operational efficiency.
Key Features:
- White-Label Branding: Customize with your own logo, domain, and identity.
- Multi-Asset Support: Manage mutual funds, equities, bonds, PMS, and more from one dashboard.
- Goal-Based Financial Planning: Help clients achieve financial goals with intuitive tools.
- Video KYC & Digital Onboarding: Enable secure, paperless client onboarding.
- Advanced BI Tools: Access in-depth analytics for business growth.
Why Choose Wealth Elite?
Wealth Elite is ideal for distributors who want scalability, branding flexibility, and a premium client experience with multi-asset management and advanced analytics.
5. JezzMoney
JezzMoney
is a modern software solution in 2025 that leverages AI and next-generation technology. It is designed to enhance client engagement and streamline advisory tasks.
Key Features:
- SIP Calculators & Investment Tools: Provide clients with projections and strategies.
- AI-Based Software: Uses AI to build optimal portfolios based on risk profiles and goals.
- Client & Distributor Apps: Easy access for both advisors and clients.
- Mobile Accessibility: Manage portfolios on the go.
- Customizable Alerts: Send SIP reminders, portfolio updates, and reports.
Why Choose JezzMoney?
Perfect for tech-savvy advisors who want AI-powered, future-ready tools to improve client engagement and offer tailor-made solutions.
6. REDVision Technologies
REDVision Technologies
Technologies is a leading fintech company providing cutting-edge solutions for MFDs and RIAs. It focuses on automating back-office operations, saving time, and improving compliance.
Key Features:
- Complete Back-Office Automation: Automates account opening, transactions, and compliance workflows.
- Advanced Reporting Tools: Generate reports on AUM, capital gains, SIPs, and client portfolios.
- Compliance Management: Built-in SEBI checks for KYC, FATCA, etc.
- Scalable Architecture: Handles large client bases and transaction volumes.
- Multi-Device Access: Cloud-based, works across desktop and mobile.
Why Choose REDVision?
REDVision is best for distributors seeking enterprise-level automation, advanced compliance, and scalability for rapid business expansion.
7. AssetPlus
AssetPlus
is a fast-growing platform designed for MFDs, trusted by over 16,000 distributors. It simplifies operations, enhances compliance, and increases client engagement.
Key Features:
- Digital Onboarding & KYC: Paperless client account opening with quick eKYC.
- Research & Analytics: Provides data-driven fund research and advisory insights.
- Marketing Support: Includes campaigns, branding tools, and new content.
- Training & Business Development: Regular training and growth strategies.
- Mobile-Friendly Platform: Clients can manage portfolios and transactions anywhere.
Why Choose AssetPlus?
AssetPlus offers an all-in-one solution covering onboarding, research, marketing, and training. It’s perfect for distributors seeking digital-first growth and business scalability.
