A complete SaaS platform for modern mutual fund distributors — connecting CRM, investor onboarding, transactions, portfolio management, reporting and compliance in one system. Flat subscription pricing. No commission sharing.
Mid-size MFDs run sophisticated practices on tools that were never designed for how distribution actually works.
KYC collection, document verification, investor profiling — hours of work that should take minutes. Every new client means another round of follow-ups.
CRM, transaction platform, reporting, communications — all in silos. Your team's hidden full-time job is stitching them together.
By the time portfolio reports are compiled and sent, the opportunity to act has passed. You're always reactive, never proactive.
What serves 200 clients collapses at 2,000. The processes that built your book can't sustain it at the next level.
Wealth4You offers a different approach — full lifecycle coverage with SaaS economics.
Access to scale and distribution networks — but your economics are tied to the platform's revenue model rather than your own.
Portfolio analytics or transaction execution — but leaves you stitching together CRM, onboarding, compliance, and reporting yourself.
CRM, onboarding, investor transactions, compliance, brokerage reconciliation, reporting — one platform. Your practice, your margins.
Built from the ground up for mutual fund distribution — not adapted from generic fintech. Every stage of your practice, connected.
CRM & Lead Management
Investor Onboarding
Investor Transactions
Portfolio & Analytics
Operations & Reporting
Brokerage Reconciliation
Compliance Management
Every module shares a single data layer. No manual exports, no reconciliation between systems, no duplicate data entry across tools.
Compliance workflows designed around how mutual fund distribution is regulated.
Cloud-native, multi-tenant architecture on AWS, designed to support growing practices without forcing you to replace your core platform.
"We spent two decades inside capital markets — at the institutional level — understanding how money moves, how compliance works, and where technology consistently fails the people who distribute it."
Technology alone is not always enough. Wealth4You also provides domain-led advisory support when MFDs need help transforming or scaling their practice.
Cloud migration, architecture reviews, AWS optimization and DevOps practices — tailored for financial services workloads.
Distribution growth playbooks, revenue model design, digital transformation planning for mid-size MFDs scaling their practice.
Regulatory audit preparation, process automation blueprints, risk management frameworks — designed with SEBI and AMFI requirements in mind.
AI capabilities being developed around the operational needs of mutual fund distribution. Evolving with our early-access partners to create real operational leverage.
Classify prospects based on behaviour and profile — helping your team focus time where conversion is most likely.
Risk profiling and goal-based recommendations tailored to each investor — reducing manual effort in servicing.
Surfacing relevant SEBI and AMFI circulars with actionable summaries — reducing the effort of staying current with regulatory changes.
Matching commission files against transactions to surface mismatches early — reducing manual reconciliation workload.
Monitoring data integrity across the platform — flagging gaps and anomalies before they reach your investors.
If you run a mid-size distribution practice and want technology that finally matches the complexity of what you do — tell us a little about yourself.
We'll reach out within 24 hours. No spam, no mailing lists — just a conversation.