Sign up TODAY and unlock a FREE one month trial of all premium AddOns - reach out to our support team to activate your access!
Home Features

Beneficiaries of this software

Mutual fund DistributorsDistributors can manage multiple clients, execute transactions, monitor portfolios, and get actionable insights through intuitive dashboards..
Distributors
Streamline mutual fund operations with transactions, client management, smart dashboards, and detailed reports.
Client ManagementClients can view their investments, set financial goals, and receive reports, ensuring complete transparency and trust in your services.
Clients
Enjoy a premium digital experience with instant portfolio insights, goal tracking, planning tools, and a branded app.

Explore Our Core Features

Discover how our platform revolutionizes financial management with real-time insights, seamless transactions, and user-friendly tools.
Asset Management
Asset Management (jezzmoney core feature) Operate under your brand. The app, logo, and client interface carry your identity, not ours.
Track AUM, monitor investments, and view portfolio performance on the track from a centralized dashboard.
Mutual Fund Transactions
Track Mutual Fund Transactions From SIPs to redemptions, manage all your mutual fund transactions in one click with direct BSE/NSE integration.
Place SIPs, lump sums, redemptions, switches, and STPs with one-click execution via BSE/NSE STAR MF integration.
Client Management
Client ManagementSimplify client onboarding, organize KYC, and manage family accounts and referrals—all from one portal.
Onboard clients digitally, manage family accounts, organize KYC, and track referrals all in one secure portal.
Reports and Analytics
Reports and AnalyticsGenerate client-specific or business-level reports instantly. Analyze growth trends, returns, and asset distribution.
Instantly generate reports, view client or business-level performance, and analyze growth, returns, and asset distribution.

JezzMoney App Top Features

Supercharge your mutual fund distribution with a smart MFD platform designed to simplify, scale, and succeed.
Operate under your brand. The app, logo, and client interface carry your identity, not ours.
White-Labeled Application
Your logo and your identity build lasting client trust with your personalized app and client portal.
User OnboardingQuickly onboard clients and add their family members. Upload KYC documents, link accounts, and go live within minutes.
Paperless Onboarding & KYC
100% paperless onboarding with Aadhaar-based eKYC and PAN validation. Get clients investment-ready in minutes.
Customizable Proposals
Create and share customized investment proposals with built-in calculators, risk profiling, and fund recommendations.
Execute transactions across all major exchanges in real time, ensuring speed and accuracy.
BSE & NSE Transaction
Lumpsum, SIP, STP, and SWP execute all transactions quickly and securely via BSE FACTA MF or NSE NMF II.
WhatsApp & Email IntegratedSend portfolio reports, alerts, and greetings directly via WhatsApp or email without switching platforms.
WhatsApp & Email Integration
Send portfolio reports, alerts, and greetings directly via WhatsApp or email without switching platforms.
Multi-ARN & Sub-broker Support
Manage sub-brokers and multiple ARNs from a single platform. Assign clients, monitor business, and scale distribution.
Business Analytics Dashboard
Track AUM growth, SIP book, client acquisition, and revenue trends over time with visual, easy-to-read dashboards. Make smarter, data-backed decisions.
Advance CalculatorsUtilize built-in tools for SIP, Lump Sum, SWP, and goal-based calculations. Show clients the real value of compounding.
Advanced SIP & Goal Calculators
Visual tools to show compounding, retirement needs, education goals, and SIP returns. Close faster with data clarity.
Mutual Fund ResearchStay updated with fund performance, sector analysis, and trending AMCs. Offer clients data-backed suggestions.
Mutual Fund Research Terminal
Access fund rankings, sector performance, peer comparisons, AMC trends updated daily.
Goal Setting and TrackingHelp clients set SMART financial goals and track progress with alerts and progress charts.
Goal Planning & Tracking
Help clients set SMART financial goals and track progress with automated alerts and visual timelines.
Client Portfolio TrackingGet 360° views of client portfolios with real-time values, NAV changes, and risk allocation.
Client Portfolio Tracking
Real-time NAV updates, asset allocation, capital gain statements, and exposure analysis at a glance.
Risk ProfilesClassify investors based on risk tolerance and recommend suitable funds accordingly.
Risk Profiling Tools
Assign clients to the appropriate risk category and recommend funds accordingly, utilizing guided profiling and compliance checks.
Lead Management System
Capture, tag, and nurture leads with automated workflows. Convert inquiries into clients with less manual work.
NJ ReportsEasily generate comprehensive NJ-format reports, including holdings, transaction summaries, and asset allocation.
NJ-Compatible Reporting
Download client holdings, P&L, and asset allocations in ready-to-share advance format. You can upload your NJ reports data manualy in software.
Commission & Trail Income
Track upfront, trail income, and renewal commissions in one transparent view, and stay financially aware.
Investor Mobile App
Give your clients access to their own branded mobile app, check NAVs, transact, and download reports anytime.
Custom Branding on Festival ImagesStrengthen relationships with custom festival greetings that include your brand logo and messages
Festival & Marketing Creatives
Send auto-designed creatives for festivals and events with your logo and name to boost client engagement.
Client and Family ManagementLink and manage entire families under one login making it easier for you and more convenient for them.
Client & Family Management
Link multiple accounts (family or HUF) under one login for consolidated reporting and simplified management.
Consolidated Portfolio ReportsView combined reports of all family members or accounts in one downloadable file.
Consolidated Portfolio Reports
One-click reports combining all folios and clients ideal for family clients, HNIs, and tax filing.
Loan against Mutual FundsAllow clients to explore loan options on their MF investments using updated fund data and eligibility metrics.
Loan Against Mutual Funds
Offer clients funding options by pledging their MF investments with real-time eligibility indicators.
Automated Alerts & Reminders
Stay informed about SIP renewals, KYC updates, capital gains timelines, and document expirations no follow-up hassles.
Start Now

Anytime, Anywhere Access with Cloud Advantage

With JezzMoney's cloud-powered platform, access your entire MFD business on mobile, tablet, or desktop anytime, anywhere. Manage clients on the go, handle service queries quickly, and maintain total control over your operations without being tied to a desk.

FAQs

What are the benefits of using a platform like JezzMoney?
Do I need technical skills to use JezzMoney?
What kind of support does JezzMoney provide to its users?
Can I manage my clients' portfolios from multiple devices?
How does the client management system work?
What types of reports can I generate using JezzMoney?
Are there any fees associated with using JezzMoney?