Top-Rated and Best-in-Class: No.1 Back Office Software for Mutual Fund Distributors in India

When it comes to back office software for mutual fund distributors/advisors, theMFBox stands tall as the top and best choice in the industry. Designed to transform your operations and elevate your business, theMFBox offers a comprehensive suite of features tailored specifically to meet the needs of mutual fund distributors.

Empowering Mutual Fund Distributors with Advanced Features:-

White-labelled Platform: Enhance your brand presence with a White-labelled Mutual Fund Distribution Platform
Admin Reports: Gain comprehensive insights and analytics with our Admin Reporting Tool
Investors Reports: Provide your investors with detailed reports and statements for better transparency
Analytical Reports & Utilities: Leverage powerful analytical reports and utilities for informed decision-making
Mutual Fund Research Tools: Access cutting-edge research tools to analyze and evaluate mutual fund performance
Mutual Fund Tools & Calculators: Empower your clients with intuitive tools and calculators for investment planning

Our Back Office Software comes with Best in Class Service

Admin Reports

Dashboard - (Chart / Graphical representation of AUM, Top Investors and families, Broad category AUM, Category-wise AUM, Top schemes, Split of schemes based on Rating, last month (this year vs the last) brokerage, AMCwise Brokerage (last 2 years), SIP split (AMC-wise))
AUM Report - AMC wise Broad Category AUM with current cost and value, Scheme Category, Investor, Family, Branch, RM and sub broker level AUMs
Brokerage Report - AMC, Transaction, Investor, Family, Branch, RM and sub broker
Client Creation/Edit Option
Client wise - Scheme wise Holding Report
Group Email Option for Investor & Family
Investor & Family Search
Investor & Family Mapping
Insurance Maturity Report (Health, General, Life)
Monthly Inflow - Outflow Report
Non SIP & Non ELSS Client Report
Numerous SIP Reports
Separate Portfolio Access For Branch/RM/Associate/Investors/Family
Scheme Holding Day Report
Scheme Portfolio Top Sectors/Stocks Report
STP & SWP Reports
Tax Package
Transaction Report
Various ELSS Reports
Non ELSS and Non SIP Investors

Investor Reports

Dashboard
Current portfolio Report
Current Portfolio with Asset Category Break-up
Portfolio since Inception
Portfolio analysis with Live Transactions
Portfolio on Specific Date
Point to Point Returns
Long Term/ Short Term Holdings
Transaction Reports
Dividend & SIP Report
Folio Master
Capital Gains (Tax Report)
Notional Gain/Loss report
Risk Profiling
Goal Planning and Tracking
Master Portfolio (Includes MFs, Shares, PMS, FD, Insurance, Bonds, NPS and other Assets)
Performance of Funds in the Portfolio
Portfolios exposure to sectors and stocks

Daily Work

Daily data updation
User creation
Folio mapping

Monthly work

AUM reconciliation
Brokerage data updation
Client Portfolio Triggers

Tools & Calculators

Composite Financial Goal Planner Calculator
Compounding Calculator
Cost Inflation Index
Future Value Inflation Calculator
Goal Based Investment - SIP
Goal Based Investment - Lumpsum
Income Tax Calculator
Lumpsum Calculator
NPS Calculator
Retirement Planning
SIP & SIP Top-up Calculator
SWP Calculator

Analytical Reports & Utilities

Client grouping based on AUM
Scheme holdings based on Rating and percentage exposure to overall AUM
Scheme Watch List - Create your own Watch List
Risk Profiling of Investors
Portfolio Score based on scheme ratings
Portfolio Review and Score enhancement
Portfolio Analysis - Comparison of Scheme vs Benchmark Returns and Broad Equity Portfolio comparison with NIFTY 50 TRI. It highlights if the scheme is beating the Benchmark returns or not.
ELSS Opportunity Report
Fund Report Card
Compare multiple Funds with different assets like Gold, PPF, FD and NIFTY
Model Portfolios
Investment proposal - Lumpsum, SIP, STP and SWP
Goal planning and mapping with existing portfolio
Goal Tracking
CAS upload and Portfolio Creation
Manual entry of Mutual Fund Portfolios
Portfolio Rebalancing
Point to Point XIRR Report - Family & Individual Portfolios
Investment summary - Actual investments made since inception
Negative & Positive portfolio search based on return range
What if Scenario report

Mutual Fund Research

Fund Performance

Annual Returns
Category Returns Monitor
Category Returns
Consistent Performing Funds
Lumpsum Return Calculator
Lumpsum Returns
Returns Comparison
Trailing Returns
Trailing Return with Market Cap breakups

Rolling Returns

Rolling Return
Rolling Return vs Benchmark
Rolling Return vs Sensex & Gold

Benchmark Returns

Benchmark Lump Sum and SIP Returns
Benchmark Returns Monitor
Benchmark SWP
Benchmark Returns
Benchmark NAV

Debt Fund Research

Fund Credit Quality
Fund YTM and Maturity

SIP/STP/SWP Returns

Profit Transfer
SIP Returns
SIP Return Calculator
STP Return Calculator
SWP Return
Top up SIP
Top SWP Funds

Other Reports

AMC Overview
Common Stocks across MF Schemes
Market Capture Ratio
Mutual Fund Portfolio Overlap
NAV Changes
PPF vs ELSS
Quartile Ranking
Scheme Vs Benchmark Drawdown Recovery

Why we are unique

At Advisorkhoj, we take pride in our unique qualities that set us apart from the competition. Here's why we stand out in the mutual fund industry:

Technology, Research, and Content Excellence: We are the only company in India that excels equally in Technology, Research, and Content. This integrated approach ensures comprehensive and innovative solutions for our clients.
Experience that Matters: With over 60 years of combined experience, our team brings a wealth of industry knowledge and expertise to deliver exceptional results. We have the proven ability to navigate complex challenges and provide insightful solutions.
Deep Domain Knowledge: Our team possesses a deep understanding of the mutual fund distribution business. We stay up-to-date with industry trends, regulations, and best practices to offer tailored solutions that address your specific needs.
Round-the-Clock Accessibility: We understand the importance of timely support. That's why our team is accessible 24x7x365, ensuring prompt assistance whenever you need it. Your satisfaction and peace of mind are our top priorities.
Trusted by 15 AMCs in India: We have earned the trust of 15 Asset Management Companies (AMCs) in India. Our track record of delivering reliable and effective solutions has solidified our reputation as a trusted partner in the industry.