Our MF distributor software and mobile application are coming soon.
Home Features

Are You a Mutual Fund Distributor?

Are you working with your ARN code and managing your business without technology? JezzMoney is a Simplified and Cost-Effective Business Solution for Mutual Fund Distributors.
mutual-fund-distributor
Try today

Advanced Software for Mutual Fund Distributors

Improve the Results in Your Mutual Fund Business with Features Like
Client and Family Management
Client and Family Management
Consolidated Portfolio Reports
Consolidated Portfolio Reports
Portfolio Analysis Tools
Portfolio Analysis Tools
Integrated SMS & Email
WhatsApp & Email Integrated
Client Login Access
Client Login Access
Built-in Mutual Fund Research
Built-in Mutual Fund Research
Smart Inbuilt Calculators
Smart Inbuilt Calculators
High-Security Data Protection
High-Security Data Protection

Anytime, Anywhere Access with Cloud Advantage

Now, manage your mutual fund business across every device, check and update clients' portfolios, and instantly query responses. With 24/7 access, you can support your clients anytime and anywhere, ensuring complete control over their operations. It saves distributors time and helps distributors focus on growing their business more efficiently with this cloud-based solution that makes after-sales services easier.
Looking for more information on how to grow your MFD Business with JezzMoney?
get in Touch

Features that Transform Your Business

Check out JezzMoney's comprehensive suite of tools for mutual fund distributors. It helps you improve client engagement and boost productivity.
Mutual Fund Analytics
Business Analytics Dashboard
  • Keep an eye on daily transactions and top investor clients.
  • Analyze client exposure to specific securities or companies.
  • Check active, ceased, and maturing SIPs business reports.
  • Analyze top investment and profitable schemes.
  • AUM reports keep track of asset allocation and growth.
Best CRM Management
Best Tool for MF Management
  • Provide customized Goal Plan reports for clients.
  • Unlimited client accounts with family details.
  • Navigation Alerts and WhatsApp Integration.
  • Access detailed client reports information.
  • Save Bank Details and ARN Numbers.
  • Create groups of distributors.
MF Portfolio Reporting
Advance Portfolio Reporting
  • Portfolio Master tool for generating reports.
  • Schedule automated emails with custom templates.
  • Track the monthly MIS and transactions online.
  • Divide clients' investments into different asset classes for better diversification.
  • Easy client data access for the suggested new scheme.
Capital Gains Management in MF Software
Multi-tasking Functions
  • Calculate taxable gains using capital gain options.
  • Analyze the performances and scheme comparison.
  • Manage the leads with an advanced MF tool for quick response.
  • Identify unrealized investment gains.
Performance Tracking Utilities in MF Software
Performance Tracking Utilities
  • Track the performance of investment schemes, STP, SWP, and SIP.
  • Monitor dividends and income generated from investments.
  • Detect portfolio overlaps to ensure optimal diversification.
  • Easily find the top-performing assets and schemes.
  • Compare and track NAVs of mutual funds.
Client Engagement & Communication
Client Engagement & Communication
  • Generate complex portfolio and client Folio reports.
  • Alerts for insurance renewals, SIPs, birthdays, and maturity.
  • Track Profit & Loss gains over time.
  • SIP/STP/SWP business reports.
ARE YOU READY TO TRANSFER YOUR MUTUAL FUND DISTRIBUTOR BUSINESS ONLINE?
Try Free Become a partner

FAQs

What are the benefits of using a platform like JezzMoney?
Do I need technical skills to use JezzMoney?
What kind of support does JezzMoney provide to its users?
Can I manage my clients' portfolios from multiple devices?
How does the client management system work?
What types of reports can I generate using JezzMoney?
Are there any fees associated with using JezzMoney?