IntelliWealthPro · a guided tour
Software for mutual fund distributors, shown on its real screens, chapter by chapter — the morning dashboard, the feeds, a client's reports, the portal your clients open under your brand, and your team.
Four stops, one screen: from the list of who to call, to the client, to the report, to what the client sees.
The overnight feed has landed. The clients worth a call today are at the top, each with the rule that raised them.
Sample data. Every name and figure is made up.
01Chapter 1 · This morning
AUM, SIP book, new business and the clients who need a call — before the first coffee.
02Chapter 2 · Overnight
CAMS and KFintech mailbacks are read and reconciled overnight, and Feed health shows each one.
03Chapter 3 · Find a client
Find any client or family in a keystroke and open everything about them. Group members into households, and every figure adds up across them.
04Chapter 4 · Their reports
Portfolio valuation, capital gains, transactions and SIPs — exported as a branded PDF or Excel.
05Chapter 5 · The story
Profit and loss, SIP flows and transaction heatmaps — the patterns a table hides.
06Chapter 6 · Under your brand
Your name, logo and colours across the portal and every statement.
For your clients, under your brand
A web portal in your firm's name, logo and colours. Each client sees their own portfolio, SIPs, family holdings and capital gains, and can download their statements. It works in any browser — there is no app to install.
07Chapter 7 · Ask Ivy
Rolling out firm by firm
Ivy is the assistant inside IntelliWealthPro. Ask in plain words — what a family is worth, which SIPs end this month — and get the answer from your own data, with the chart drawn for you.
08Chapter 8 · Your day
Raised from last night's feed and ranked by rules, the list is ready before you open the app. Ivy words each item, with what to say on the call and what not to.
09Chapter 9 · Stay in touch
Campaigns to your clients, sent under your own brand. Birthdays, festivals, SIP and tax reminders run by themselves, by email today; you step in only to change one.
10Chapter 10 · Your team
Add staff, assign roles and see who has access. Roles from templates or from scratch.
11Chapter 11 · Go live
Onboarding is a checklist, not a project. You connect the feed and invite your team — we do the reconciling.
Day 1
Set up the mailback once. We collect from then on.
Days 2–3
Clients, families and folios matched into one book.
Day 4
Add your staff and give each person only what their job needs.
Day 7
Your book, your reports and your clients' portal, switched on.
After the tour
What distributors ask before they sign up. Anything else, ask us in a demo.
Request a demoIntelliWealthPro is back-office and client software for mutual fund distributors in India. It reads your CAMS and KFintech feeds into one reconciled book, then gives you a dashboard of who needs a call, client and family portfolios, reports, capital gains and a portal for your clients.
Mutual fund distributors (MFDs) in India and their teams — from a one-person practice to a firm with staff, where each person gets a role with only the access their job needs.
Yes. It reads the daily mailback files from CAMS and KFintech. You point the mailback at us and add the file passwords; the files are read and reconciled overnight into one book, and Feed health shows the state of each one. File passwords are stored encrypted, never in plain text.
Upload a client's Consolidated Account Statement PDF with its password. Every scheme is read and marked as your business or held elsewhere, and you can save the statement to come back to. The password opens the file once and is never stored, and a CAS is kept apart from your book, so nothing is counted twice.
No. It is software for distributors: it shows the facts of a portfolio — value, gains, SIPs, tax — and the recommendations stay with you. Ivy, the assistant, answers questions about your book and makes no buy or sell calls.
A web portal in your firm's name, logo and colours. Each client sees their own portfolio, SIPs, family holdings and capital gains, and can download their statements. It works in any browser — there is no app to install.
Not yet. Ivy, the assistant inside IntelliWealthPro, is being rolled out firm by firm. When it is on for your firm, you can ask about your own book in plain words and get an answer from your reconciled data. It gives facts, not buy or sell calls.
Request a demo, or register your firm directly. We verify your ARN, connect your CAMS and KFintech feeds and map every folio into one book. Then your reports and your clients' portal are switched on. The checklist runs over seven days: feed on day 1, folios by day 3, team on day 4, live on day 7.
End of the tour
A walkthrough on a sample book like yours — the dashboard, the reports and the investor portal.