Acquire more Clients/business with the help of Fundstracker

The Only One of its kind, Cloud-based Fund tracking and Client Management Software in India which uses advance Data Analytics to help you (IFAs/Distributors) take informed business decisions.

How does Fundstracker Help you?

Dynamic Interface - Cloud based access.

You can easily navigate through our Cloud based Data structure, which updates NAVs, New Fund Offers, AMCs, Dividends, Bonuses, Benchmark Performance, Fact Sheets, etc. on a daily basis. Dynamic data file importing results in Auto-creation of all transactions including but not limited to SIP/STP/SWP, from their masters. (Also happens automatlically, if the data feed email forwarding is activated from your registered email id to our's).Our server maintains & interprets mutual fund data since 1993.

Fundstracker helps you measure what customers do in your website application by reporting actions and helps you engage with them in a more productive way.

Data Security

Data is transmitted through a 128 SSL, secured by Thwate. And moreover, Fundstracker uses dedicated virtual Private Server to store data and you will be allotted a dedicated space which can be accessible only by you, with secret password.

What your Customer gets?

Your customers get a simple looking yet powerful Client login interface, where they can access their complete investment portfolio. They can access Valuation report, P&L statement, Folio wise report, Asset allocation & asset exposure reports and other investment related reports like SIP due intimation, Transaction intimation, All Redemption/Switch/Dividend reports, etc.