Mutual Fund Distribution with wealthphi

Mutual Fund Distributors (MFDs) have remained the backbone of the Mutual Funds distribution network. They have grown with the improving penetration of the product and enjoyed a decade where all MFDs grew with little competition. But today they are facing uneven competition from tech-led startups and distributors. We say uneven because most of them lack digital capabilities for themselves and for their clients, and the prospects are preferring tech over wise-advice. This has led to a realisation among Advisors and Distributors that they need to embrace technology solutions to stay competitive. However, the current landscape is fragmented, with many solutions addressing specific problems but lacking comprehensiveness. Enter wealthphi - the ultimate solution.

Wealthphi - The Ultimate Solution

Wealthphi is designed to address the challenges faced by Advisors and Distributors by consolidating multiple functionalities into one comprehensive solution. Our goal is to minimize distractions and empower Advisors to focus on their clients and business growth.

Features specifically tailored for Mutual Fund Distributors

Dashboard
Get a snapshot of your business's health and identify areas needing immediate attention.

Client360
Access a comprehensive view of each client, including assets, transactions, and capital gains, with options for in-depth analysis.

Brokerage Tracking
Monitor brokerage at both AMC and client levels.

Clients & Families Management
Easily consolidate portfolios according to client preferences and manage portfolios for clients within the same family.

Organization Hierarchy
Create hierarchical structures including employees, sub-brokers, and partners, with separate logins for each to track performance and manage client and brokerage allocation seamlessly.

Data Management
Maintain control over your data with the option to lock and protect it with passwords known only to you. Integration with RTAs (Kfintech & CAMS) ensures accurate figures.

Moreover, Wealthphi offers white-labelled software, allowing you to brand it with your name, logo, and colours, helping you stand out in the crowded digital space.

Whether you are a startup or an established enterprise, Wealthphi caters to all Mutual Fund Distributors. With our highly accurate insights and improved performance, you can better serve your clients and grow your business. Best of all, you can start using the advisor-only application at no cost, and subscription levels can be adjusted based on the stage of your business.

Ready to strategize your digital business plan? Reach out to us to schedule a demo. Let Wealthphi empower your business to thrive in the digital age.

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