A Fully competent and problem solving Mutual Fund Software with detailed portfolio reports, Investment planning, CRM and auto MF file uploading.
An AI based Robo Advisory Platform that instantly on-board new clients in the business from any place and is the robust back office Mutual Fund Software for IFA.
Increase your business visibility by creating online presence with International Quality Financial Website including more than 20 Financial Calculators; get integrated with your Mutual Fund Software for Distributors..
Our Mutual Fund mobile App allows distributors to control the entire business from their Smartphone and connects with the clients to deliver simplified services.
Get multiple financial tools to ease operations of your Mutual Fund Business. Add calculators that help in generating traffic and leads from the website.
Create GST based invoice under the available format by inputting all relevant information like PAN No., ARN Code, GSTIN.
Happy Online Portfolio Users
Satisfied Financial Advisors
Cities presence in India
Team of Software Service Professionals
Years in Business
Director & Business Head
FinEdge Advisory Private Limited
Founder & CEO
Suchita Manish Hingar
CFP CM, Author
Individual Financial Advisor