Whether you are a stock broker or an investment distributor for financial products like Mutual Funds etc, you need a robust platform that can support the transactions of your clients and help you manage them flawlessly. This is where our expertise comes in. As an experienced financial services advisor and a fintech company, we offer comprehensive technology solutions and a suite of back-end services so you can entirely focus on your business growth.
We provide you with high-end technology that is reliable, scalable, and completely customizable. Whether you are an individual or an established entity, whether you operate from a central location or have customer touch points at multiple
locations, our tech platform can be customised to cater to your unique business needs. With the help of our technology, you can establish a chic digital identity for your business and thus attract more clients.
In addition to the above, our technology also offers high-end analytics for HNI portfolios. Our team of data scientists have developed systems and processes for automated portfolio reporting and investor profiling. Based on these systems, custom portfolio performance reports can be viewed, studied, and downloaded to present to clients for the right impact. Your portfolio management services will see a boost with our intelligent reporting.
Once you are a Moneyfront Partner, you get access to a white labeled, web-based platform that can support investment in both direct mutual funds and regular plans. Using the platform, your clients can buy, sell, redeem, or even switch between direct and regular plans.
Our Mutual Fund Investment Tech Platform can be used by:
Individual with AMFI Registration Number
Distributor of mutual funds
Independent financial advisors
Registered Investment Advisors
Companies that distribute financial products
We work with a diverse group of clients and offer technology solutions for almost everyone, be it individuals or firms. If you are looking at options to provide higher quality technology driven services to existing clients and for business growth, the Moneyfront partner program is your go to!