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Overview
The modern, tech-enabled fund administration solution you've been searching for.
Cloud-based wealth-tech platform for Indian MFDs, IFAs, and RIAs, combining mutual fund execution, CRM, and multi-asset portfolio.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
No reviews
5
4
3
2
1
0
0
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
No reviews
5
4
3
2
1
0
0
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Not enoughreviews yet
Pros
Not enoughreviews yet
Cons
Not enoughreviews yet
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last reviewN/A
- Vendor responds to reviews
- Last reviewN/A
Key features
- Total features2
- Compliance
- Investments Tracking
- Investor Communication
- Performance Metrics
- Portfolio Management
- Total features3
- Compliance
- Investments Tracking
- Investor Communication
- Performance Metrics
- Portfolio Management
Integrations
- Total integrationsN/A
- Total integrationsN/A
Alternatives
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