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Next-Gen Platform for Mutual Fund Distributors

An Advanced Mutual Fund Distributor's Software with Smart Portfolio Management!

Find the best investment advice from expert mutual fund distributors all over India. JezzMoney software takes a huge step in connecting people with the best mutual fund advisor.

Get a certified MF advisor for your future investment here!

Get an Advisor
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How to Succeed as a Mutual Fund Distributor?

Build your business with an advanced MF mutual fund distributor's platform. Our comprehensive mutual fund software provides the right platform to grow your business. Become a trustworthy mutual fund distributor with advanced tools and technology!

Start an automated MF business with the best mutual fund software. Raise professional growth while your business upgrades in the right way.

Become a Partner
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Why Choose JezzMoney MFD Software?

JezzMoney is a white-label advanced MF distributor SaaS Platform for well-managed distributor businesses. It can digitally manage assets, facilitate online transactions, and efficiently manage your client. We connect the investor to MF distributors globally from one platform to bring the MF business online.

Our advanced wealth-tracking application is intuitive and adaptable. It enables you to make informed, timely decisions that will lead to a more prosperous future.

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Client Management System
Our Client Management System enables distributors to quickly handle all clients with advanced tools. Whether you're managing portfolios with different goals or tracking investment performance, our software simplifies every interaction. JezzMoney covers everything from managing transactions and tracking client data to client goals, depending on individual investment requirements.
  • Save Client Asset reports and LI/GI
  • Client-Side Mobile Application
  • Merge Duplicate Users
  • Advance MF Tools
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Portfolio Management Tools
The portfolio management tools offered by JezzMoney have an intuitive interface intended to maximize your investing experience. Our straightforward dashboard makes monitoring, analyzing, and tweak investment portfolios easy. Advanced basics requirement form to generate client portfolios. You can give quick suggestions in profitable screams and share them with the clients.
  • Advance Dashboard with Graphs
  • Client Goal List Monitoring
  • SIP/STP/SWP Reports
  • MF AUM Details
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Calculators and Simulators
Our advanced financial calculators and simulators can help you make better choices. Before you decide what to do with your investments, plan them by simulating different outcomes and scenarios. Our tools help you forecast potential returns, assess risks, and devise the best strategies tailored to your financial objectives.
  • 50+ Advance Calculators and 15+ Simulators
  • Analyze Schemes Performances
  • User-Friendly Interface
  • Easy Scheme Predictions
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Transaction and Reports
Use clear and detailed transaction reports to keep track of how your client's investments polls are doing. With our platform's reported results, You can easily track every fund, transaction, and investment outcome. Our polls & reports guarantee that you are consistently informed whether you examine long-term trends or short-term performance in your client portfolio.
  • Transactions of BSE, NSE, and MF Secure Loans
  • Client Folio and Profit Loss
  • Quick Report Generation
  • Download & Share

Why You Need Mutual Fund Advisor Tool?

Mutual fund businesses work with trust and the right management. MF distributors need a tool that makes you advance in your management and provides deep research. Here are some advanced features of JezzMoney that make you brilliant:
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Investment Guidance on mutual fund investment
Proper Investment Guidance
Accredited investors assess clients' investment objectives and risk profiles to give various meters on some investment plans. With proper research and systematic research, it is easy for distributors to manage clients.
On-time Investment Advice on mutual fund investment
Different Asset Management
JezzMoney provides the proper asset management options for the distributors to easily handle the client's investment. Mutual fund distributors can easily create equity, commodity, real estate, and postal assets in JezzMoney's software.
Portfolio Management in mutual fund investment
Leads and On-boarding
With JezzMoney mutual fund software, you never miss any updates for your new or existing clients. The advanced systematic management client reminder automates your manual tasks to manage the investment.
Transaction Assistance on mutual fund investment
Transaction Assistance
Easy online transaction for the BSE and NSE with pre-filled customer data in the form. Quickly share the details on whatsapp with the client for further processing without wasting time.

What We Offer in Our Application?

Check out the best mutual fund application by JezzMoney and how every small thing we craft gives you the best feel and experience while managing client data and investment!
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All the Insights You Need at a Glance
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Transactions for BSE, NSE, and Mutual Funds
3
Financial Calculators and Simulators
4
Monthly Management Information System (MIS)
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Comprehensive Mutual Fund Research
6
Client-Side Mobile Application
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How JezzMoney Advance Your Business?

JezzMoney provides the best calculators and knowledge to build the right investment plan. The global distributor data is open for the public to connect to the local distributor for the best advice and investment plans.
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view all calculators

Testimonials

Ritesh Shah
Mutual Fund Distributor
I run my business very differently now that I use JezzMoney Software. It's easy to handle client portfolios and keep track of investments and performance in one platform. It has also greatly improved the way I work, which has saved me from handling daily tasks.
Dhaval Rupera
Mutual Fund Distributor
Thanks, JezzMoney! Your software not only simplifies client management but also helps in tracking transactions, commissions, and portfolio performance. My productivity has increased because of this software, and I've been able to focus more on growing my client base.
Milind Shah
Financial Advisor
What I love most about this Mutual Fund Distributor Management System is how easy it makes everything. Whether managing client relationships, accessing portfolio data, or generating reports. Also, I get free clients from the MF distributor's profile on the website. It has saved me time and improved my work. I must recommend it!

News & Articles

Stay awake and informed about quick changes in the market. Stay ahead of the curve with frequent updates and analysis through our latest news & articles!

Mutual Fund Software
Why You Need to Upgrade Your Business with the Right Mutual Fund Software
Choose a powerful mutual fund software with analytics, reporting, and client management tools. Scale your business seamlessly with automation and advanced features.
Read Blog
Advanced Mutual Fund Technology
Advanced Mutual Fund Technology & Software for Distributors
Streamline your business with AI, data analytics, and secure digital tools for better efficiency and growth.
Read Blog
The Rise of Hybrid Funds in 2025
The Rise of Hybrid Funds in 2025: Balancing Risk and Returns
Don't miss the opportunity to invest in hybrid funds this year to strengthen your financial wealth.
Read Blog
The Rise of Sustainable Investing: ESG in Mutual Funds
The Rise of Sustainable Investing: ESG in Mutual Funds
Invest in ESG mutual funds for ethical growth! Explore top picks like SBI Magnum & ICICI ESG Fund today.
Read Blog
View all blogs
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Distributor's Reports

We received feedback from distributors after they used our management dashboard.

  • Increase in Productivity : Boost processes and improve the task management system.
  • Ease Of Use : Simple, intuitive, and user-friendly platform.
  • Brand Value Creation : Improve the work value and personal platform for brands.
  • Control of Business : JezzMoney handles all the work and reports in cloud software.
Increase in Productivity 92 %
Ease of Use 92 %
Brand Value Creation 80 %
Control of Business 100 %

FAQs

What is JezzMoney?
How can I partner with JezzMoney?
What features does the JezzMoney platform offer?
How does the client management system work?
Can I access JezzMoney on my mobile device?
What kind of support does JezzMoney provide to its distributors?
How do financial calculators and simulators help in investment planning?
What transaction reports are available on the platform?
Why is it important to have a mutual fund advisor?
How can I stay updated with market changes using JezzMoney?
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How We Works in Your Best Interest
Monthly Investment
₹
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
25.79L
BANK @ 4%
40.74L
FIXED DEPOSIT @ 7%
56.48L
GOLD @ 9%
94.88L
SENSEX @ 12%
1.64Cr
MUTUAL FUNDS @ 15%
*Flexi Cap Category average returns for the last 10 year period (As on 08/06/2023)