Mutual Fund Software
Empower your clients with our comprehensive Mutual Fund solution. From SIP management to consolidated reporting, we provide all the tools needed for efficient mutual fund distribution and portfolio management.
Everything You Need for Mutual Fund
Operations
Portfolio Management
Manage comprehensive mutual fund portfolios across multiple AMCs. Track holdings, investments, and redemptions in real-time.
SIP Management
Set up and manage Systematic Investment Plans with ease. Track SIP registrations, modify amounts, and pause/resume SIPs.
NAV Tracking
Get daily NAV updates for all mutual fund schemes. Track NAV history and calculate returns with accurate data.
Scheme Comparison
Compare mutual fund schemes across different parameters. Analyze performance, risk, and returns before investing.
Consolidated Reporting
Generate comprehensive reports including portfolio valuation, capital gains, and tax statements. Support for all report types.
Online Transactions
Process mutual fund transactions online with direct integration to RTAs. Support for lump sum, SIP, STP, and SWP.
Why Choose Our Mutual Fund Solution?
Join 500+ stock brokers who trust KORP Software for their backoffice operations. Our Mutual Fund solution is designed to reduce operational complexity and increase efficiency.
- Integration with all AMCs
- Daily NAV updates
- SIP auto-debit support
- Consolidated account statements
- Tax harvesting reports
- Goal-based planning