Investments
Mutual Fund Distribution
Log every mutual fund transaction you place, and see your commission instantly.
Record buy and sell transactions placed with AMC partners on behalf of your clients, with commission calculated automatically at the time of entry. Cancel with a reason if a transaction doesn't go through — nothing is ever silently deleted.
What’s inside
- Buy/sell transaction log per client and AMC
- Commission auto-calculated at entry, with manual override
- Editable while still "recorded", locked once processed
- Cancel-with-reason instead of delete, for a clean audit trail
- AMC partner directory with default commission rates
- Commission report, exportable
Who it’s for
Mutual fund distributors and AMFI-registered agents tracking client transactions
See Mutual Fund Distribution working on a sample account
No slides, no sign-up. Pricing is quoted for your setup — every business is different.
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