End-to-end wealth management

Azentio’s omni-channel wealth management solution offers seamless support across the entire investment lifecycle, from relationship management and branch onboarding to goal-based financial planning, transactions, and reporting. Powered by MFund Plus WMS, it enables advisors to deliver personalized, bespoke advice while managing diverse asset classes with efficiency and precision.

On-demand customer access

Enable customers to access services anytime, anywhere via responsive web and mobile apps.

Proactive engagement

Manage your sales pipeline effectively with a built-in CRM for seamless customer interaction.

Digital onboarding across channels

Simplify customer onboarding with digital tools across multiple platforms for easy access.

Holistic financial & goal planning

Offer personalized investment plans using multi-goal, life event, and market simulations.

Predictive analytics & automation

Streamline analysis with automated, scenario-based predictive analytics to improve decision-making.

Impact by numbers

+

Customers 

%

of AUM managed by Mutual Funds in India is processed by MFund

out of Top 15 fund houses in India use MFund

Connect with Azentio

Let’s begin our journey together.

We’d love to hear from you and answer your questions.