CAMS & KFintech loaded automatically
Mailback files are read and loaded for you — from your connected mailbox (read-only) or files you upload. Re-running a file never creates duplicates.
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Everything an MFD back office needs
Registrar data loaded for you, clients and families, SIPs, capital gains, a client portal and tools to grow — in one place, on every device.
Registrar data
Daily NAVs from AMFI
Scheme master and daily NAVs from AMFI's public files keep every valuation current.
Exceptions to fix
Folios not linked to a client, missing nominees and scheme mismatches listed in one place.
Clients & portfolios
Clients, families & households
Every investor by PAN, grouped into families and households with a head of family. Risk profile per client.
AUM your way
AUM by client, AMC and category, with history. Search by name, PAN or folio.
SIP & STP register
Live, ending soon, stopped and bounced SIPs and STPs, so nothing slips.
Transactions
Every purchase, redemption, switch and instalment, with a financial-year filter and downloads.
Tax
Capital gains per client and year
FIFO per folio, 31 Jan 2018 grandfathering, TDS on redemptions and scheme mergers handled.
Schedule 112A and downloads
Schedule 112A, plus capital gains statements as Excel, PDF or CSV — ready for your client's tax filing.
Unrealised gains
Notional gains on current holdings for year-end tax planning conversations.
Client portal
Clients see their own portfolio
Investors sign in to see their portfolio, transactions and capital gains.
Household sharing with consent
Family members share views only with consent, including HUF Karta and guardian access.
Your brand, not ours
Your firm's name and web address on every page and PDF.
Growing the business
Leads
Track prospects; they convert to clients automatically when their PAN appears in registrar data.
Growth and above
Client meetings
Guided reviews with a summary PDF, risk profile and transaction requests, from one form.
Growth and above
Follow-ups & reminders
Meeting actions and reminders in one list so every promise is kept.
Growth and above
Insurance, brokerage & team
Insurance
Policies for clients and leads, renewal and premium reminders, and policies read from documents in a Google Drive folder.
Pro and above · add-on for Starter & Growth
Brokerage & AMC rates
Brokerage from registrar files by month, AMC and client, with Excel export; AMC rate cards, circulars and a rate matrix.
Business and above · add-on for Starter–Pro
Relationship managers
RMs see only their own clients; you see everything.
Business and above
Included in every plan
Two-step sign-in for staff
Audit log of every sign-in, change and download
Works on phone, tablet and computer — no app to install
Data stored in India; no AI on client data
Coming soon
Being built now. Trial users help decide what comes first.
Forward registrar emailsComing soon
Send mailbacks to your private address — no mailbox access needed.
One-click full historyComing soon
Request your complete history from CAMS and KFintech in one click.
Self sign-up & UPI autopayComing soon
Sign up yourself and pay by UPI autopay or card, with a GST invoice.
Add to home screenComing soon
Open it from your phone's home screen like an app.
Export & verified deletionComing soon
Export all your data, with verified deletion if you leave.
Help videos & WhatsApp helpComing soon
Short how-to videos and help on WhatsApp.
Logo uploadComing soon
Your logo on every page and PDF.
Mobile appsComing soon
Android and iOS apps for your team and your clients — Pro plan and above.
NSE / BSE transactionsComing soon
Place orders on NSE / BSE mutual fund platforms — Business plan and above.
See it with your own data
15-day free trial on every plan. We'll help you load your registrar history.