Give your financial services
a digital edgeat zero cost
with India's highest rated multi-asset financial advisory platform.
Grow your business with our highly advanced investment products
Go digital
Provide your advisory services on your clients' fingertips through our easy to use mobile app and website.
Expand your reach
Use the power of social media to get more clients with our easily shareable app links and easy customer onboard.
Increase client engagement
Motivate your clients' to invest more with app notifications and automated investment prompts.
With over 1000 advisors onboard in a year of launch & 4.6 star rating on Google play store, FundExpert fintech is one of the fastest growing technology platform for independent financial advisors.
Best mutual fund software for IFA and mutual Fund Distributors. Continue your business under your own ARN.
Multiple Asset Classes Supported
Mutual Fund (BSE Star, NSE, MFU)
Insurance (Health/Life/Motor)
P2P Loans
Stocks/Demat
Gold Bonds
NPS
Your business is your brand
All our products will be delivered to your clients with your own branding and theme .
Customisable user interface
Reflect the true vision of your business with customisable theme and styles
Customisable investment options
Offer your clients assets and advisory best suited for them and your business.
Key benefits
Paperless customer onboarding
With video KYC & paperless signup, bring all your customers onboard without submitting a single piece of paper.
Automated Data Sync up
All transactions data gets auto synced from auto RTA mailback imports and know all other investments by CAS uploads.
Portfolio Reporting and Insights
Give online multi-asset portfolio access and financial reports to your clients on their mobile as well as web.
Get all the leads and AUM insights on your business panel.
Transact in Multiple Assets
Transact online in all asset classes viz. MF, Stocks, Insurance, NPS, NCD, Capital Gain Bonds, Gold etc.
Recognised as one of the best
Awarded one of the 10 most promising financial technology startups of India in 2021 by CIO Review India.
Leading financial institutions have used our solutions
.png)
Plans & Pricing
Freedom
7500₹
- Web, iOS & Android app
- Powerful business management suite
- Paperless client onboarding
- Online transaction capabilities in multiple asset classes
Whitelabel
50000₹
/ annum onwards- Custom branded iOS & Android App
- Custom branded web portal
- Paperless client onboarding
- Online transaction capabilities in multiple asset classes
Enterprise
Custom
- 100% customisable web and mobile application along with a fully functional business management suite.
Stop interrupting what people are interested in and be what people are interested in.
Look what financial advisors have to say about us
Best App ever for Mutual Fund Distributors. The way it allows to navigate and automate business is very much wonderful. A must have tool for Mutual fund distributors if you really want to Automate and scale up business. This app really helps to transform business practices from old to truly digital way.
Sandeep Kulwade
It is great app. From this investor can do all transaction himself online. With help of MFD he can plan his goal and achieve with SIP or lump-sum investment. Also great support. Great app for investor as he can see his all investment irrespective of any MFD under one roof.
Sunil Lalge
We, Murti Investment, find using FundExpert software really very user-friendly compared to other service providers. Overall experience is very good. Software is very nice and having multiple products like Mutual Fund, Stocks, Insurance, Fixed Income under one roof. The App and web access both working properly. Most importantly they take our feedbacks seriously and if it is necessary fix it ASAP. Special thanks to their supporting staffs Mr.Sumit & Mrs. Nethra.
Murti Investment
Started using FundExpert software since one month. The App and web access both working fine and it is very ease of use. Most importantly they take our feedback seriously and if it is necessary fix it ASAP. Special thanks to their supporting staffs Mr.Vinod & Mr. Manjunath and Mr. Anuraag Saboo - Co-founder of FundExpert.
Nagaraj Gupta
Must use this app better than any available app. Fundexpert using since 6 month. Good support from team. Specially Vinod Kumar sir provides training and anytime quick support for IFA's. Thank you.
Nivesh india
Very good application that has powerful features and modern technology. Will benefit clients immensely to transact, buy mutual funds, insurance from one stop shop
Suresh PN
Youtube videos
Take the first step towards the digital future of your business, drop your email.
We will get in touch with you within 2 working days.