Business visibility
Understand the scale and composition of your MFD business from one place.
BACK OFFICE SOFTWARE FOR MFDs
A smarter back office for your MFD business.
See your business clearly, manage every client relationship, identify follow-up needs and bring existing clients into one organized Client Management.
THE PRACTICAL CHALLENGE
Running your business shouldn't mean piecing the picture together.
Investnama Back Office & Client Management brings business visibility and client relationship context into one focused workspace.
Client relationships
Keep client records searchable, organized and ready for the next conversation.
Timely follow-ups
Know when a missed SIP or an important client date may need your attention.
Client migration
Bring an existing client base into Investnama without rebuilding every record manually.
BUSINESS OVERVIEW
Your entire business, clearly in view.
See the scale and composition of your business from one place. Start with total AUM and key business statistics, review the AMC-wise AUM breakdown, and drill down further to fund-level AUM when you need more detail.
- Total AUM and business statistics
- AMC-wise AUM breakdown
- Fund-level AUM detail
Client Management
Every client relationship, organized in one place.
Search and manage clients from a dedicated view. Open a client profile when you need more context, with relevant relationship information and client validity kept close at hand.
- Searchable client list
- Client profiles and relationship context
- Client status and validity information
CLIENT GOALS
Plan around what matters to each client.
Create and maintain goals for clients so their financial objectives stay connected with the relationship you manage.
- Create goals for individual clients
- Define and maintain goal information
- Keep client goals connected with the relationship
STAY AHEAD
Know when a client needs your attention.
Investnama surfaces distributor-facing reminders so you can decide when and how to follow up personally. It does not contact clients or send wishes automatically.
- See which clients have missed an SIP, so you know who may need a follow-up
- Stay aware of birthdays and anniversaries so important client moments do not get missed
CLIENT IMPORT
Bring your clients into Investnama.
Investnama can automatically identify new clients and surface them for review and import into your Client Management. Existing client lists can also be imported in bulk using an Excel file.
- Automatic client discovery and import
- Review new client records before import
- Bulk Excel client import
EXPLORE INVESTNAMA
More of the platform.
Discover the related Investnama capabilities for your business.
SEE INVESTNAMA IN ACTION
Bring your MFD business into one clear view.
See how Investnama helps you understand your business, manage client relationships and bring clients into your Client Management.