Our Mutual Fund platform offers a seamless, Plug & Play solution or can be customized to digitally onboard clients and manage their mutual fund investments. With an interactive experience, comprehensive dashboard, and 360° overview of reports, clients can easily access and monitor their investments. Our platform is highly scalable, user-friendly, responsive, and compatible with different devices such as desktops, laptops, and mobile devices.
Our Multi Product Back-Office software is a technology solution designed to streamline operational processes and administrative tasks for banks, boutique firms, advisory services, fintech companies, wealth management companies, and financial institutions. This software automates and manages tasks related to portfolio management, investor management, reporting and analytics, AUM reconciliation, brokerage fee computation, and fund administration.
We specialize in creating mobile applications for Android and iOS platforms that cater to the needs of investors who prefer managing their mutual fund investments on the go. Our experienced team of developers works closely with clients to understand their requirements and develop customized solutions. We offer services including app design, development, testing, deployment, and ongoing support to ensure the app remains up-to-date and secure.
Our Analytical Reporting tool generates a highly insightful analysis of client portfolios by automatically fetching data from multiple sources and processing it in real time. This tool is designed to handle analytical complexity across multi-asset and multi-advisor portfolios. This helps in generating powerful and classy review decks within a few minutes. With customizable features, it effortlessly generates PPTs with flexible data sizes. Our Analytics Engine is highly scalable to adapt to users' changing needs.
Disclaimer :
Invest9 is an AMFI-registered Investment Distributor (Non-individual) with ARN No. 106136. The Company does not furnish any guarantees, warranties, or representations, express or implied, on products offered through the platform. The Company accepts no liability for any damages or losses however caused, in connection with investments made through the platform. Terms and conditions of the website are applicable at all times.
Mutual fund investments are subject to market risks. Please read all Scheme Information Documents (SID) /Key Information Memorandum (KIM) and addendums issued thereto from time to time information and other related documents carefully before investing.