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India’s most popular business automation software for Mutual Fund Distributors

Mutual Fund distribution is a highly competitive business. While the opportunities are in abundance, the challenges of a MF Distributor are also many. With so many AMCs offering hundreds of investment schemes, research and knowledge of these schemes is of paramount importance to the distributor to give justice to his advisory business. Secondly he is dealing with a big volume in terms of transactions and has a serious task of managing the investment portfolio of his customers. Tracking brokerage is another arduous task and so is monitoring the sales growth.
FundzMagic is a comprehensive end-to-end business automation application for small to enterprise level MF Distributors. It addresses all the challenges of a professional MF distributor’s business and covers the entire gamut of his needs, thereby enriching all aspects of his business.

 
The key modules of Fundz Magic are:
  Salient Features  
  FundzMagic Modules  
 
Optional Add-Ons
  Web-Based
Investor Login
 
 
  SMS  
 
 
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