Challenge
Fragmented ops tools slowed onboarding and reporting for distributors.
Mutual Funds · 2024
Wealth distribution platform rollout
Launched a distributor-facing mutual fund platform with SIP automation and investor reporting.
Regional AMC Partner2024Mutual FundsKYCDashboards
Solution
Unified catalog, KYC gates, SIP scheduler, and role-based dashboards on a modular stack.
Results
Outcomes that matter
- 013x faster distributor onboarding
- 02Automated SIP reconciliations
- 03Realtime portfolio views
Next step
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