Investor Profiling
Understand the investor before presenting an investment solution.
- Investor Risk Profiler
- Financial Health Quiz
- Investor Behaviour Profiler
For MFDs
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100+ research, planning & reporting tools built for Indian Mutual Fund Distributors.
Built for Indian MFDs
MFD Software for Mutual Fund Distributors
MFDTools is a professional technology platform for Indian Mutual Fund Distributors (MFDs), combining financial planning, mutual fund research, investor profiling, client reporting, sales proposals, sales productivity and MFD business analytics in one ecosystem.
Instead of relying on disconnected calculators, spreadsheets and presentation tools, MFDs can use MFDTools to support the workflow from understanding an investor and planning financial goals through research, scheme comparison, client presentation, conversion and ongoing client engagement.
Built for: Indian Mutual Fund Distributors and MFD practices.
What Is MFD Software?
MFD software is technology designed to help Mutual Fund Distributors manage and improve their client and business workflows.
Depending on the platform, MFD software can support activities such as financial planning, investor profiling, mutual fund research, scheme analysis, client reporting, sales proposals, business analytics and sales productivity.
MFD software is technology designed to help Mutual Fund Distributors manage client, investment-planning, research, reporting and business workflows.
MFDTools brings these functions together for Indian Mutual Fund Distributors rather than positioning itself as only a collection of investment calculators.
For an MFD, the practical value is the ability to move from investor understanding and financial planning to research, comparison, proposal creation, client reporting and business analysis within one technology ecosystem.
One MFD Platform for the Complete Client and Business Workflow
MFDTools brings together tools used across the MFD workflow: understanding investors, defining goals, planning investments, researching mutual fund schemes, comparing investment strategies, preparing client proposals, creating reports and analysing the business economics of an MFD practice.
The platform includes financial planning tools, live mutual fund research and analysis, Fund X-Ray comparisons, investor profiling, client communication and reporting tools, MFD business calculators, sales productivity tools and related digital capabilities.
Financial Planning
Plan for education, marriage, a house, business needs, emergencies, vacations, a car and retirement. MFDTools also includes SIP, step-up SIP, lumpsum, inflation-adjusted planning, future-cost, delayed-investment and portfolio-forecasting tools.
MFD financial planning tools
Mutual Fund Research
Analyse mutual fund investments using live SIP, step-up SIP, lumpsum, combined investment and SWP analysis, together with scheme NAV tracking and historical scheme analysis.
mutual fund research tools
Scheme Analysis and Fund X-Ray
Compare schemes and investment strategies using return analysis, risk metrics, trends and Fund X-Ray comparisons across SIP, step-up SIP, lumpsum, combined investments and SWP.
Fund X-Ray
Investor Profiling
Use an Investor Risk Profiler, Financial Health Quiz and Investor Behaviour Profiler to understand different aspects of an investor before developing recommendations.
investor risk profiling tools
Client Reports and Proposals
Create goal reports, progress/shortfall reports, client snapshots, Fund X-Ray reports, scheme analysis reports, SIP proposals, model portfolio proposals and asset-allocation proposals.
MFD client reporting
MFD Business Tools
Analyse SIP brokerage, AUM commission, SIP-book economics, step-up SIP commission and related MFD revenue calculations. Sales Drill and Sales Diary support activity, productivity and conversion analysis.
MFD brokerage and commission tools
How MFDTools Fits Into an MFD's Workflow
MFDTools is designed around the way an MFD works with prospects and clients.
Understand the investor → profile risk → assess financial health → define goals → plan investments → research schemes → analyse risk and returns → compare options → build a proposal → present the plan → create client reports → support ongoing reviews.
The same ecosystem also supports MFD business activities such as sales tracking, conversion analysis and brokerage or AUM calculations.
01
Understand
Use investor profiling, financial health and behaviour tools.
02
Plan
Build goal-based and retirement-oriented financial plans.
03
Research
Analyse mutual fund schemes and investment scenarios.
04
Compare
Use Fund X-Ray and scheme comparison capabilities.
05
Present
Create proposals, reports and client-facing outputs.
06
Grow
Track sales activity and analyse MFD business economics.
MFDTools supports an MFD workflow from investor profiling and financial planning through mutual fund research, comparison, proposal creation, client reporting and business analysis.
Research & Analysis
Mutual Fund Research and Analysis for MFDs
MFDTools provides mutual fund research tools for analysing investment scenarios and mutual fund schemes.
Live analysis includes SIP returns, step-up SIP returns, discontinued SIP analysis, lumpsum returns, combinations of lumpsum and SIP, step-up combinations and SWP return analysis. A Scheme NAV Tracker is also available.
Advanced analysis includes annual, quarterly and weekly scheme return analysis, risk metrics, scheme trends, scheme comparison, declining-scheme analysis, market opportunity analysis and rolling or historical analysis.
Analyse Real Investment Scenarios
MFDs can analyse different investment approaches rather than relying on a single generic return calculation.
Compare Schemes
Use scheme comparison and Fund X-Ray functionality to evaluate multiple schemes under comparable investment assumptions.
Support Client Conversations
Research outputs can feed into proposals, Fund X-Ray reports and scheme analysis reports used in client discussions.
Financial Planning
Financial Planning Tools for MFDs
MFDTools provides financial planning tools covering both specific life goals and investment-planning calculations.
MFDs can work with education, marriage, house, business, emergency, vacation, car and retirement planning. The platform also includes SIP, step-up SIP, lumpsum, inflation-adjusted planning, future-cost calculations, delayed-investment analysis, portfolio forecasting, Freedom SIP, Deferred SWP and Immediate SWP.
These tools allow an MFD to turn individual calculations into part of a broader client-planning conversation.
Scheme Comparison
Fund X-Ray for Mutual Fund Scheme Comparison
Fund X-Ray is MFDTools' comparison functionality for analysing multiple mutual fund schemes under comparable investment strategies.
Fund X-Ray supports comparisons involving SIP, percentage step-up SIP, rupee step-up SIP, discontinued SIP, lumpsum, lumpsum plus SIP, lumpsum plus step-up and SWP.
This can help an MFD structure scheme-comparison discussions, portfolio reviews and client presentations around comparable investment assumptions.
SIP
Percentage Step-up SIP
Rupee Step-up SIP
Discontinued SIP
Lumpsum
Lumpsum + SIP
Lumpsum + Step-up
SWP
Fund X-Ray is a mutual fund comparison capability that allows MFDs to compare schemes across multiple investment strategies such as SIP, step-up SIP, lumpsum and SWP.
Understand Investors and Create Client-Ready Outputs
MFDTools includes three investor-oriented assessment tools: an Investor Risk Profiler, Financial Health Quiz and Investor Behaviour Profiler.
The platform also provides client-facing outputs including goal reports, progress and shortfall reports, client snapshots, Fund X-Ray reports, scheme analysis reports, PDF reports and WhatsApp-shareable outputs.
MFDs can also create SIP proposals, comprehensive SIP proposals, accelerated SIP step-up proposals, zero-folio restart investment journeys, model portfolio proposals, hybrid or asset-allocation proposals and scheme-specific proposals.
Client Reporting
Turn planning and analysis into structured client-facing reports.
- Goal & shortfall reports
- Fund X-Ray & scheme analysis reports
- PDF & WhatsApp-shareable outputs
Sales Proposals
Turn investment analysis into proposal formats designed for client conversations.
- SIP & comprehensive SIP proposals
- Model portfolio & asset-allocation proposals
- Zero-folio restart journeys
Business Analytics
Tools for MFD Sales and Business Analysis
MFDTools also addresses the business side of mutual fund distribution.
Its MFD business tools include SIP Brokerage Calculator, Total Commission for AUM, SIP Book + AUM, SIP Book + AUM + Increment, Step-Up SIP Commission calculations, Discontinued SIP Commission and MF vs Insurance Brokerage.
Sales Drill and Sales Diary support target setting, activity tracking, calls, meetings, follow-ups, conversion tracking, prospect-to-client analysis and productivity evaluation.
These tools address a different job from investor calculators: they help an MFD understand and manage the economics and activity of the distribution business.
Related Ecosystem
MFDTools and the MFD Website Offering
MFDTools and WebClass are separate products within the broader ecosystem.
MFDTools is the professional technology platform focused on MFD workflows, including planning, research, profiling, reporting, proposals, sales productivity and business analysis.
The related MFD website offering provides custom websites for MFDs with capabilities such as calculators, mutual fund research, lead capture, client tools, branding, SEO and mobile architecture.
An MFD can therefore use the MFDTools technology ecosystem alongside a professional digital presence, while the website offering remains a distinct service.
Platform, Not Just Calculators
More Than a Collection of Financial Calculators
A calculator can answer a single question. An MFD practice needs to do much more.
MFDTools combines calculators with investor profiling, financial planning, live mutual fund research, scheme analysis, Fund X-Ray, client reports, proposals, sales productivity and MFD business analytics.
The value of the platform is therefore not simply the number of tools available. It is the way those tools support different stages of an MFD's client and business workflow.
MFDTools should be understood as an MFD technology platform, not simply a calculator website.
This distinction is important because the product inventory contains many variants of core tools—for example percentage and rupee step-up calculations—which are useful product functions but should not be represented as completely independent businesses.
Who Is MFDTools For?
MFDTools is designed primarily for Indian Mutual Fund Distributors (MFDs) and MFD practices that need technology for financial planning, mutual fund research, investor assessment, client communication, sales activity and business analysis.
It is particularly relevant when an MFD wants to bring several parts of the client and business workflow into one professional technology ecosystem rather than managing each activity with disconnected tools.
- Individual Mutual Fund Distributors
- Growing MFD practices
- MFD teams
- MFDs conducting financial-planning conversations
- MFDs who need client-ready reports and proposals
- MFDs who want research and business-analysis tools
MFDTools Product Areas at a Glance
A structured view of how each product area helps an MFD.
| Product Area | What It Helps an MFD Do |
|---|---|
| Financial Planning | Plan goals, retirement and investment scenarios |
| Mutual Fund Research | Analyse SIP, lumpsum, SWP and scheme scenarios |
| Scheme Analysis | Study returns, risk, trends and comparisons |
| Fund X-Ray | Compare schemes across investment strategies |
| Investor Profiling | Assess risk, financial health and behaviour |
| Client Reporting | Produce goals, analysis, snapshots and reports |
| Sales Proposals | Prepare structured investment proposals |
| Sales Tools | Track activities and conversion-related performance |
| MFD Business Tools | Analyse brokerage, AUM and SIP-book economics |
| MFD Website | Establish a professional digital presence through the related website offering |
Frequently Asked Questions About MFD Software
Direct answers to questions Indian MFDs commonly ask about MFDTools.
MFD software is technology designed to help Mutual Fund Distributors manage client, investment-planning, research, reporting, sales and business workflows. MFDTools combines these functions in a platform designed for Indian MFDs.
MFDTools provides financial planning, mutual fund research and analysis, Fund X-Ray comparisons, investor profiling, client reports, sales proposals, sales productivity tools and MFD brokerage and business-analysis tools.
Yes. MFDTools is positioned as a professional technology platform for Indian Mutual Fund Distributors and MFD practices.
MFDTools includes live SIP, step-up SIP, discontinued SIP, lumpsum, combined-investment and SWP analysis, a Scheme NAV Tracker, scheme return analysis, risk metrics, scheme trends, scheme comparison and historical analysis.
Fund X-Ray is a mutual fund comparison capability that allows MFDs to compare schemes across strategies including SIP, step-up SIP, lumpsum, combined investments and SWP.
Yes. MFDTools includes goal-planning tools for education, marriage, house, business, emergency, vacation, car and retirement planning, along with SIP, step-up SIP, lumpsum, inflation-adjusted and other investment-planning calculations.
Yes. MFDTools includes goal reports, progress and shortfall reports, client snapshots, Fund X-Ray reports, scheme analysis reports, PDF reports and WhatsApp-shareable outputs.
Yes. The platform includes SIP proposals, comprehensive SIP proposals, accelerated SIP step-up proposals, zero-folio restart journeys, model portfolio proposals, hybrid or asset-allocation proposals and scheme-specific proposals.
Yes. MFD business tools include SIP Brokerage Calculator, Total Commission for AUM, SIP Book + AUM, SIP Book + AUM + Increment, step-up SIP commission calculations and discontinued SIP commission calculations.
No. Calculators are components of the platform. MFDTools also includes research, scheme analysis, investor profiling, client reporting, proposals, sales productivity and MFD business-analysis tools.
A related MFD website offering provides custom MFD websites with capabilities including calculators, mutual fund research, lead capture, client tools, branding, SEO and mobile architecture. The website offering is separate from the core MFDTools SaaS product.
Give Your MFD Practice a Complete Technology Platform
Bring financial planning, mutual fund research, investor profiling, Fund X-Ray, client reporting, proposals, sales productivity and MFD business analysis into one professional ecosystem.
See how MFDTools can fit into your MFD practice.
Designed for Indian Mutual Fund Distributors and MFD practices.
MFDTools is a professional technology platform for Indian Mutual Fund Distributors. Its product ecosystem covers financial planning, mutual fund research and scheme analysis, Fund X-Ray comparisons, investor risk and behaviour profiling, client reporting, sales proposals, sales productivity and MFD brokerage and business analysis. A related MFD website offering provides custom digital presence capabilities, while remaining separate from the core MFDTools platform.