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JezzMoney

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India HQFounded 2025

Deployment

iPhone/iPadAndroidWeb-based

Overview

About JezzMoney

JezzMoney is a next-generation mutual fund distributor software and wealth management platform built for MFDs, financial advisors, and wealth managers. It brings client management, portfolio tracking, and daily back-office operations into a unified platform.

Core Capabilities & Features:
• Automated RTA Data Sync: Direct daily CAMS & KFintech feeds reconciliation without manual uploads.
• Multi-Exchange Transactions: Seamless execution across BSE StAR MF, NSE NMF II, MFU, and ONDC.
• White-Labeled Mobile Apps: Fully branded iOS & Android apps with your firm's logo, colors, and identity.
• SIP Revenue Protection: Real-time SIP bounce & expiry alerts via WhatsApp and Email to prevent churn.
• Digital Onboarding & eKYC: Fast paperless registration with instant UCC setup.
• Multi-Asset Reporting: Consolidated statements for Mutual Funds, Equity, PMS, Insurance, and FDs.

Modernize your advisory practice, protect trail revenue, and scale AUM with confidence: https://www.jezzmoney.com/

At a glance

Software information

Industries served, licensing and the support JezzMoney provides.

Industries

  • Financial-services
  • Investment-management

Licensing

  • Proprietary
  • Free version

Support

  • Email
  • Live Chat
  • Phone
  • Support daysMondayTuesdayWednesdayThursdayFridaySupport time09:00 to 19:00 (IST)

Training

  • Webinar
  • In-person
  • Documentation

Knowledge Base

Languages (2)
EnglishHindi
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Capabilities

JezzMoney features

The full feature set, grouped by module.

Wealth Management

  • Asset Reporting
  • Client Portal
  • Compliance Management
  • Data Import/Export
  • Financial Planning
  • Order Management
  • Portfolio Management
  • Performance Measurement

Investment Management

  • Asset Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting

App Development

  • Access Controls
  • Mobile App Development
  • Reporting & Analysis
  • Web App Development

Plans

JezzMoney pricing

Free Version
Yes
Our module-based pricing plan for the Mutual Fund App offers flexibility and control, allowing you to choose and pay only for the features you need. Tailor your investment experience by selecting modules that align with your goals, ensuring a cost-effective solution for both beginners and seasoned investors.
Vendor pricing page

Works with

Integrations

JezzMoney connects with the tools your team already uses.

BSE StAR MF / NSECAMS / KFintechWhatsApp

Media

Screenshots & video