MFund Plus™

Wealth & Asset Management Solution

100+

Clients using MFund Plus™

MFund Plus™ is an award-winning, Integrated & Unified front-to-back solution for the Wealth, Asset & Investment Management Industry delivering end to end investment life cycle and exceptional customer experience. Integrated with cutting edge technologies such as Artificial Intelligence (AI), Robotic Process Automation (RPA), advanced analytics and cloud computing, the solution enables faster portfolio development as demanded by your customers.

Trusted by world’s most successful Wealth & Fund Managers to drive new growth managing over $ 500 Billion.

MFund Plus™ for Wealth, Investment and Asset Management

Built over microservices based architecture, MFund Plus™ is Cloud native & agnostic and powered by AI & ML with embedded RPA framework for process optimization and is Omni-Channel with best-in-class UX.

Wealth Management Platform

MFund Plus™ for Wealth Management is a single unified platform which empowers your advisors to offer highly personalised and bespoke advice supporting end to end investment lifecycle across variety of asset classes. Powered by AI & ML and integrated business analytics for advanced portfolio analytics and offers an Omni-Channel Customer Interface

Customer Relationship Management
Advisor Cockpit
Financial & Goal Planning
Trade Order Management
Revenue Management

Asset Management

MFund Plus™ for Asset Management empowers you with real-time analytics and data to help improve decision making. From front to back, it delivers helps you manage and optimize your investment performance and increase your operational agility. It uses AI and ML to drive investment automation, regulatory compliance, customized reporting & supports all asset classes.

Investment Decision Support
Portfolio Modeling & Rebalancing
Compliance Management
Risk Management
Investment Accounting

Investor Services System

Robust and powerful platform to automate the entire investor lifecycle from registration to investment, followed by reporting statements to the investors. Its been widely used to provide superior Investor Relations services backed with comprehensive Transaction Lifecycle including Unit Management, Cash Management & Income Distribution as well as Investor Reporting.

Investor Relationship Management Agency Service Management
Income Distribution
Commission & Incentives Management Cash & Units Management

What makes MFund Plus™ unique

- Supports multiple Asset Classes & Products, traditional to exotic in diverse Currencies & across Geographies
- Decentralized, Multi Entity System with Modular Design with Build your own Workflow Capability
- Real-time STP Workflow with Quick Integration through Plug & Play API & Micro–Services through a large API Library
- Robotic Process Automation powered with Artificial Intelligence & Machine Learning with built in RPA framework
- Do It Yourself ready, Omni-channel digital experience with for your Customers to access advise & transact on-the-go
- Advance Analytics from world’s leading BI Platform, QlikSense, Power BI, Tableau etc.
- Easy to Deploy and Integrate with Agile & Cloud Ready Architecture
- Supports diverse deployment models like Platform as a Service (PaaS), Business Process as a Service (BPaaS)

Business Advantages with MFund Plus™

An intuitive performance engine with configurable workflow design, ensures flexibility and rapid deployment
Encompasses industry and global best practices that deliver operational efficiency
A diverse team of subject-matter architects, well experienced in designing, deploying and maintaining domain solutions
Proven capabilities with installations across the globe
Its web architecture meets technical, aesthetic as well as functional criteria
Enables process standardization and automation, optimizing costs and enabling effective fund administration