JezzMoney is an all-in-one mutual fund distributor software and wealth management platform designed for Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), and wealth managers. It empowers advisory firms to scale their Assets Under Management (AUM) and automate daily back-office operations.
Key Features & Capabilities:
- Automated RTA Data Sync: Direct daily feed reconciliation with CAMS and KFintech.
- Multi-Exchange Execution: Seamless transaction processing across BSE StAR MF, NSE NMF II, MFU, and ONDC.
- White-Labeled Mobile Apps: Fully customized iOS and Android apps under your firm's brand name and logo.
- Revenue Protection: Automated real-time alerts via WhatsApp and Email for failed or expiring SIP mandates.
- Paperless Onboarding: Fast 3-minute digital client eKYC and UCC creation.
- Multi-Asset Reporting: Consolidated family portfolio tracking for Mutual Funds, Equity, PMS, Insurance, and FDs.
Modernize your advisory practice, streamline transactions, and protect your trail commission revenue with JezzMoney.
Website: https://www.jezzmoney.com/
