Mutual Funds

Your Brokerage Business can go Digital in the Shortest possible time, with ‘ready to plug’ Application Frameworks.

Solutions for the Asset Management Industry

Mutual Funds have seen unprecedented growth in recent times, however the participation of the mass affluent and general public is far from desired. That leaves a lot of head room for new customer acquisition, servicing the customers, etc. There are more people who have transacted in eCommerce than Invested in Mutual Funds. Thus, the leading AMCs in India are strongly pushing for the digital channel as a growth driver. Finoux has the complete suite of Mutual Fund technologies to execute the digitization strategy in the shortest possible time.

 

Products for Mutual Fund Industry

Robo-Advisory

The Mutual Fund Robo is a product which helps Mutual Funds and their distributors to drive the guided sales for the customers based on their life needs and plans. It is an automated model, where the asset allocation is linked to the requirement and the products are recommended accordingly. Also the execution is done for the transaction instantly.

 

FunMobi

The MobiFunds app is a state-of-the-art, next generation design and latest UX flows, covers the complete flow of the mutual fund business for the customers. The customers can study funds, plan goals, save goals, transact, track investments, etc. on just click of a button. This framework is completely customizable and deployed rapidly for quick go-to-market.

 

Sales Management Platform

The Finoux Sales Management Platform, helps the sales teams track the business in their region, compare it with Industry data and optimize their relationships with distributors, IFAs, and ensure a complete performance. An Integrated application with a blend of Data Analytics and CRM, specifically designed for the fund industry is a unique value proposition for our customers.

 

Mutual Funds

Solutions for Mutual Fund Industry


Finoux Mutual Fund Solutions offer a complete digitization of various customer facing assets in the industry, like the Portals, Financial Planning Engines, Mobile Application, etc.


Mutual Fund Portals

Complete Digital Solution, from listing of products, to customer onboarding, to planning, to transactions, to portfolio to backend integration with RTA, etc. All available as a plug and play solution, yet customizable for ensuring competitive edge. The Mutual fund Portal is used by leading MF companies in India and running their online business efficiently since a long time.

Financial Planning System

Our Financial Planning solution for Mutual Funds helps the customer plan his aspirations, assess risk profile, product suitability, etc. The fund house can offer a solution based approach to offering mutual funds to the clients, using this framework.

Customers in Mutual Funds


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