Web App Features

Real-time AUM, SIP book value — updated the moment a transaction clears. See exactly where your business stands, without waiting for a monthly report.

Stop toggling between spreadsheets and statements. See your whole business, at a glance.

Your logo, your colors, your identity — on the platform, on every report, in every email your client opens. InveztMF disappears into the background so your brand is what clients remember.

Your clients should think you built this yourself.

Cloud-based and always in sync — access portfolios, client data, and transactions from your desktop, tablet, or phone. No installations, no version mismatches, no waiting to get back to the office.

Your office is wherever your next client meeting is.

Move the conversation from “which fund” to “which goal.” Map each client's investments to retirement, education, a home, or any milestone that matters to them — then track progress at every review.

Clients invest longer when they can see what they're investing for.

See the full wealth picture for every family you serve — every member, every folio, joint accounts, and HNI holdings — consolidated into a single clean view. Built for multi-generational wealth management.

Serve the family, not just the folio.

Tailor the platform to your practice, not the other way around. White-label your colors, your domain, and your branding, then generate reports — capital gains, portfolio statements, tax summaries — all under your name.

A platform that fits your practice, not one you have to fit into.

Process purchases, SIPs, STP, SWP, redemptions, and switches instantly — routed via MFU. What used to take multiple logins and manual reconciliation now happens in under 60 seconds.

Less time reconciling, more time advising.

Access fund ratings, NAV history, category comparisons, and smart fund picks — filtered by risk profile, return horizon, and AMC. Everything you need to back up a recommendation with numbers.

Give clients a reason to trust the recommendation, not just the relationship.