Companies
Companies providing service: Portfolio Management
We found 1 companies
Sort by:
Details:
Description:
JezzMoney is a leading Mutual Fund Software Platform for Distributors, designed to empower Mutual Fund Distributors (MFDs), Financial Advisors, IFAs, and wealth management professionals across India with advanced digital technology. Our comprehensive Mutual Fund Distributor Software and White-Label Software solutions streamline mutual fund business management, helping distributors manage clients, portfolios, transactions, AUM, reporting, and investor engagement efficiently while building a scalable business.
Key Features
-
All-in-One Mutual Fund Distributor Software: Manage client portfolios, AUM, transactions, SIPs, STPs, SWPs, reporting, and day-to-day mutual fund operations from a centralized platform.
-
Multiple Transaction Connectivity: Facilitate mutual fund transactions through BSE, NSE, BSE 2.0, MFU, ONDC, and MF Secure Loans, giving MFDs access to multiple transaction ecosystems from one platform.
-
White-Label Mutual Fund Software: Offer a branded digital experience with white-label solutions designed for mutual fund distributors, financial advisors, and investment businesses.