Do More, Be More

Build a bridge to success with the right tools

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Turbocharge your Financial distribution business with a wealthtech platform that truly sets you apart

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Stay focused on growth

Feature-rich platform for your ARN

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No Revenue Sharing

Transact under your own Brand and ARN

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24x7 Reporting

Client mobile app and scheduled portfolio statement

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Automated Backoffice

Auto-upload of daily feeds, monthly reconciliations

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Seamlessly Integrated

Onboard historical business and continue digitally

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AI Powered Research Support

Scheme recommendations, model portfolios and much more

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Dedicated Service Team

Supporting you in serving your clients better

Do more than mutual funds

Increase Share of Wallet by offering more to your Clients

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Global Investment coming soon

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Increase share-of-wallet of clients by offering them access to investments in global stocks and ETFs. Share the success of your favourite global brands, unlocking opportunities for you through portfolio diversification.
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Fixed Deposits coming soon

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Equity Baskets coming soon

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Loan Against Securities coming soon

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P2P Investment coming soon

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Insurance coming soon

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Global Investment
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    Global Investments
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    Increase share-of-wallet of clients by offering them access to investments in global stocks and ETFs. Share the success of your favourite global brands, unlocking opportunities for you through portfolio diversification.

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    Explore
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    Fixed Deposits
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    53% of individual wealth in India is in the form of fixed deposits and savings. Investors look for a safe place to park funds, in a name they trust. Increase your wallet share by offering Corporate FDs from one of the most respected brands in India.

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    Direct Equity
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    Address the growing need of clients to access the stock market. Unique baskets of Indian Equities for your clients executed seamlessly. Do more, be more.

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    Explore
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    Loan Against Securities
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    Don’t let your clients sacrifice their long-term goals for short-term needs. Finance any expense without redeeming their mutual funds and shares. Offer Loan against Mutual Fund Units (LAMFU) and Loan against Shares (LAS).

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    Explore
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    P2P Investment coming soon
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    A New alternative to Fixed Income for your clients.

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    Insurance coming soon
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    Take care of your clients’ needs beyond investments. Health, motor and life – fulfil all their requirements and boost your business.

Give Your Clients a 360° View of Their Portfolio

Consolidate third-party investment data across multiple asset classes

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Mutual Funds

Data for other ARNs with built-in formats for NJ & Prudent

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Life Insurance

Integrated with BLISS for importing policy data

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General nsurance

Key in policy data for Health & Motor insurance policies

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Stocks & PMS

Key in or upload holdings

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Fixed Income

Key in data for Bonds, FDs, RDs, and Postal Schemes and more

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PPF

Key in transactions

Send reports to your clients the way they demand

Designed to give a clear and concise view of your client’s portfolios 24x7

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20+ reports to choose from
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White-label with your identity
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Schedule and send
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Consolidate holdings across products

Enhance Your Client Experience with a Customizable and Co-branded Client App

  • Customizable dashboards and functionality
  • Interactive calculators and reports
  • Online transaction execution for mutual funds
  • Goal planning and tracking
  • 360° portfolio view and e-CAS upload
  • Marketing banners and custom notifications
  • Family-level consolidated view
  • Self-onboarding and Video KYC
  • 2-factor authentication with biometric security

Power your advisory capabilities

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AI-based Tactical Allocation

Trained neural networks help avoid biases

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Strategic Asset Allocation

Strong foundation for robust client portfolios

mf distributor software
Multi-Currency Model Portfolios

The best of Indian and Global opportunities for each risk profile

mf distributor software
Experienced Advisory Support

Industry veterans help you navigate the markets

mf distributor software
Fund Recommendations

We help you choose the best for your clients

mf distributor software
AI-based Tactical Allocation

Trained neural networks help avoid biases

mf distributor software
Strategic Asset Allocation

Strong foundation for robust client portfolios

mf distributor software
Multi-Currency Model Portfolios

The best of Indian and Global opportunities for each risk profile

mf distributor software
Experienced Advisory Council

Industry veterans help you navigate the markets

mf distributor software
Fund Recommendations

We help you choose the best for your clients

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Fintso gives you much more

Completely digitize your practice and get the tools that enable you to focus on your clients

FeaturesFintsoTransaction PlatformsRTA Platforms
Multi-Producttickmark
Client Onboardingtickmarktickmarktickmark
Mandate Creationtickmarktickmarktickmark
Online TransactionsAll AMCsAll AMCsLimited AMCs
Online Portfolio ViewtickmarkLimited AMCs
Portfolio Statements With Your Brandtickmark
Client App With Your Brandtickmark
Business Reportingtickmark
Revenue Trackingtickmark
AUM Reconciliationstickmarktickmark
Third Party Data Consolidationtickmark
Prospecting and Pre-sales toolstickmark
Research and Advisorytickmark

Fintso gives you much more

Completely digitize your practice and get the tools that enable you to focus on your clients

FintsoTransaction PlatformsRTA Platforms
Multi-Product
tickmark
Client Onboarding
tickmarktickmarktickmark
Mandate Creation
tickmarktickmarktickmark
Online Transactions
All AMCs
All AMCsLimited AMCs
Online Portfolio View
tickmarkLimited AMCs
Portfolio Statements With Your Brand
tickmark
Client App With Your Brand
tickmark
Business Reporting
tickmark
Revenue Tracking
tickmark
AUM Reconciliations
tickmarktickmark
Third Party Data Consolidation
tickmarktickmark
Prospecting and Pre-sales tools
tickmark
Research and Advisory
tickmark

Start seamlessly

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Why you would love us

best software for mutual fund distributor

Nirmal Raj

Value2Money, Chennai

Now able to compete with larger wealth firms

By switching to Fintso, I can compete with organized wealth firms & retain my clients as I can now provide them with a great app experience, newer products, and advisory. doubleQuotes

best software for mutual fund distributor

Rakesh Pasricha

Capital Investments, New Delhi

Scaling up my practice is now easier

Partnering with Fintso has taken a lot of operational headaches away. I have not just saved money but have also freed up a lot of my time for quality interactions with my clients. doubleQuotes

best software for mutual fund distributor

Lovedeep Singh

Gurdaspur

My clients are delighted

My investors have been delighted since I started using Fintso. They can now check their portfolios 24x7 through the app and I can now send crisp consolidated portfolio statements to them digitally. doubleQuotes

best software for mutual fund distributor

Ashish Rajavadha

Bhuj

Transformative research and technology

A few of my clients had migrated to self-service mutual fund platforms over time. With Fintso, I’m able to provide the same modern experience and simplicity to my clients, supplemented with research. Fintso has transformed my offering to my clients. doubleQuotes

best software for mutual fund distributor

Sanjay Borgaonkar

Mumbai

Moved assets to my own ARN

I was working under the umbrella of another aggregator platform earlier. It feels nice to move my clients and assets to my own ARN. Apart from the additional revenue, it also makes me feel in-charge of my own destiny. doubleQuotes

best software for mutual fund distributor

Nirmal Raj

Value2Money, Chennai

Now able to compete with larger wealth firms

By switching to Fintso, I can compete with organized wealth firms & retain my clients as I can now provide them with a great app experience, newer products, and advisory. doubleQuotes

best software for mutual fund distributor

Rakesh Pasricha

Capital Investments, New Delhi

Scaling up my practice is now easier

Partnering with Fintso has taken a lot of operational headaches away. I have not just saved money but have also freed up a lot of my time for quality interactions with my clients. doubleQuotes

best software for mutual fund distributor

Lovedeep Singh

Gurdaspur

My clients are delighted

My investors have been delighted since I started using Fintso. They can now check their portfolios 24x7 through the app and I can now send crisp consolidated portfolio statements to them digitally. doubleQuotes

best software for mutual fund distributor

Ashish Rajavadha

Bhuj

Transformative research and technology

A few of my clients had migrated to self-service mutual fund platforms over time. With Fintso, I’m able to provide the same modern experience and simplicity to my clients, supplemented with research. Fintso has transformed my offering to my clients. doubleQuotes

best software for mutual fund distributor

Sanjay Borgaonkar

Mumbai

Moved assets to my own ARN

I was working under the umbrella of another aggregator platform earlier. It feels nice to move my clients and assets to my own ARN. Apart from the additional revenue, it also makes me feel in-charge of my own destiny. doubleQuotes

best software for mutual fund distributor

Nirmal Raj

Value2Money, Chennai

Now able to compete with larger wealth firms

By switching to Fintso, I can compete with organized wealth firms & retain my clients as I can now provide them with a great app experience, newer products, and advisory. doubleQuotes

best software for mutual fund distributor

Rakesh Pasricha

Capital Investments, New Delhi

Scaling up my practice is now easier

Partnering with Fintso has taken a lot of operational headaches away. I have not just saved money but have also freed up a lot of my time for quality interactions with my clients. doubleQuotes

best software for mutual fund distributor

Apurv Sarvesh Pandey

Varanasi

Paperless, efficient, and speedy process

The entire process is absolutely paperless, and this increases the efficiency and speed of onboarding and I feel 100% independent when I am working on Fintso doubleQuotes

best software for mutual fund distributor

Arvind Vishwanath

Chennai

The best investment platform to start a financial advisory business

I like Fintso because my business is more efficient, my clients are happier, and the product is super effective.  doubleQuotes

best software for mutual fund distributor

Lalit Varshney

Gurugram

Fintso's research & advisory helped us in our growth

Fintso's research and advisory services really helped us in growing our business and serving the clients in a better manner and more qualitative manner. doubleQuotes

best software for mutual fund distributor

Sangeeta Das Gupta

Nashik

Fintso has helped me build my brand

Fintso has been instrumental in helping me build my brand in the market. I'm able to provide customized investment solutions to my clients. doubleQuotes

best software for mutual fund distributor

Yogesh

Gurugram

Our AUM & SIP business has increased using Fintso

Our AUM has increased by more than 26% and our SIP book has increased by more than 27%. And we think we have added more than 100 good clients. doubleQuotes

best software for mutual fund distributor

Azif K Mohammed

Kollam

Saved time by automating back-office operations

Fintso is a great tool to save the time of financial advisors by having the back-office, admin, and marketing tasks automated.  doubleQuotes

best software for mutual fund distributor

Apurv Sarvesh Pandey

Varanasi

Paperless, efficient, and speedy process

The entire process is absolutely paperless, and this increases the efficiency and speed of onboarding and I feel 100% independent when I am working on Fintso doubleQuotes

best software for mutual fund distributor

Arvind Vishwanath

Chennai

The best investment platform to start a financial advisory business

I like Fintso because my business is more efficient, my clients are happier, and the product is super effective.  doubleQuotes

best software for mutual fund distributor

Lalit Varshney

Gurugram

Fintso's research & advisory helped us in our growth

Fintso's research and advisory services really helped us in growing our business and serving the clients in a better manner and more qualitative manner. doubleQuotes

best software for mutual fund distributor

Sangeeta Das Gupta

Nashik

Fintso has helped me build my brand

Fintso has been instrumental in helping me build my brand in the market. I'm able to provide customized investment solutions to my clients. doubleQuotes

best software for mutual fund distributor

Yogesh

Gurugram

Our AUM & SIP business has increased using Fintso

Our AUM has increased by more than 26% and our SIP book has increased by more than 27%. And we think we have added more than 100 good clients. doubleQuotes

best software for mutual fund distributor

Azif K Mohammed

Kollam

Saved time by automating back-office operations

Fintso is a great tool to save the time of financial advisors by having the back-office, admin, and marketing tasks automated.  doubleQuotes

best software for mutual fund distributor

Apurv Sarvesh Pandey

Varanasi

Paperless, efficient, and speedy process

The entire process is absolutely paperless, and this increases the efficiency and speed of onboarding and I feel 100% independent when I am working on Fintso doubleQuotes

best software for mutual fund distributor

Arvind Vishwanath

Chennai

The best investment platform to start a financial advisory business

I like Fintso because my business is more efficient, my clients are happier, and the product is super effective.  doubleQuotes