Driving Your Mutual Fund Platform Forward
RupeeMF is an easy-to-use Mutual Fund platform designed for financial services providers and wealth firms. With its simple interface, multi-AMC integration, valuable insights, and strong security, Rupeeseed helps you stay ahead in delivering trusted mutual fund solutions to both RMs (relationship managers) and clients. Here are some key features of RupeeMF:
App Dashboard
The dashboard brings together vital investment and portfolio data in one place, providing performance overviews, fund allocation insights, AMC details, and risk analysis tools.
Transaction flow and Holding
Experience simplified transaction flow and holdings oversight, enabling users to receive real-time updates across various asset classes.
Pre-transaction module
This module delivers market insights, fund performance evaluation, portfolio analytics, and risk assessment tools that help in decision-making before transactions.
Partner Module
The partner module enables relationship managers to efficiently manage client portfolios, place orders seamlessly, and communicate effortlessly with clients, ensuring optimal fund performance and streamlined investment reviews.
Integrated Mutual Funds Back-Office
Introducing our upgraded Mutual Fund Back Office system, which generates reports for transactions both within and outside our platform through integration with RTA (Registrar and Transfer Agents) files. This system streamlines operations, saves time, and ensures accuracy in financial management.
Unlocking Efficiency with RupeeMF
Explore the smart features of RupeeMF, improving mutual fund platform offerings and simplifying the investment journey for better experience.
Detailed Fund Insights
Get detailed insights including performance history, risk profiles, AMC details, and fund manager information, to drive informed investment decisions.
Personalized Investment Experience
Access tailored investment options based on preferences, simplifying fund selection according to risk tolerance and goals.
Smart Filtering and Sorting
Explore funds through smart filtering and sorting, making it easier to find relevant options that meet investment needs.
Goal-Based Investing
RMs can guide users in SIPs or lumpsum as per their investment goals, recommending suitable schemes and combo baskets.
App Access Security
Modern security measures like fingerprint and MPIN-based login that ensure secured login and transactional security.
Simplified Onboarding and Client Management
Enable RMs to manage their client portfolios effortlessly by accessing key metrics via the partner app.
Seamless Communication
RMs can communicate with clients via in-app call and email functionality that enables them to provide timely updates on portfolios and investments.
Portfolio Management
Seamless switching between clients allows RMs to oversee multiple portfolios, reviewing fund performance and investment details.
