JezzMoney

JezzMoney is a leading Mutual Fund Distributor Software platform designed to empower Mutual Fund Distributors (MFDs) and Financial Advisors across India with advanced, AI-driven technology. Our comprehensive solution streamlines mutual fund business management, enabling distributors to handle multiple clients efficiently and grow their businesses with confidence.

Key Features

All-in-One Mutual Fund Distributor Software: Manage client portfolios, transactions, and reporting from a single, intuitive dashboard.

Advanced Technology: Leverage AI and automation for seamless investment management, client engagement, and business analytics.

Customizable Tools: Access curated mutual fund schemes, in-depth research, and personalized features tailored for Indian investors.

Secure & Reliable: Benefit from robust data encryption and industry-standard security protocols, ensuring your financial data remains protected.

Growth-Oriented: Explore new business avenues, enhance investor trust, and build lasting client relationships with JezzMoney’s innovative approach.

Why Choose JezzMoney?

Trusted by MFDs Nationwide: JezzMoney is dedicated to transforming India’s mutual fund distribution landscape with world-class technology and support.

Effortless Onboarding: Simple setup and responsive support help you get started quickly and scale your business with ease.

Continuous Innovation: Stay ahead of industry changes and regulatory updates with a platform built for the future of mutual fund distribution.

Contact
Ready to elevate your mutual fund distribution business? Discover how JezzMoney’s Mutual Fund Distributor Software can help you achieve new heights. Visit our website or reach out today for a personalized demo and consultation.

Core Services

Mutual Fund Distributor Software

• Manage client portfolios, SIPs, AUM, and transactions
• White-label back office with personalized branding]
• Supports BSE & NSE transactions

Digital Client Onboarding & CRM

• 100% paperless onboarding
• Client management, segmentation, and tracking
• WhatsApp & email automation for updates/reminders

Portfolio Management & Reporting

• Real-time dashboard for client performance
• AUM reports, client-wise summaries, MIS reports
• Portfolio performance analytics

Mutual Fund Research Tools

• Scheme comparison, fund analysis, trends
• Advanced screening filters and fund insights
• Real-time data tracking

Financial Calculators & Simulators

• Over 50+ calculators (SIP, Lumpsum, EMI, NPS, Retirement)
• 15+ goal-based investment simulators

Transaction Execution Platform

• Integrated with BSE/NSE for buy/sell orders
• Single-click order execution for clients
• UCC and client mandate management