For wealth advisors · MFD
A bigger book. A lighter back office.
A modern app for your clients, with orders, brokerage reconciliation and your SIP book run from one place.
Your firm distributes under its own AMFI registration. Spring Money supplies the technology.
Built for distribution practices.
Brokerage reconciliation
Brokerage from CAMS and KFintech feeds, matched against expected payouts.
SIP book management
Active, due and failed SIPs in one view, with reminders for the ones that need attention.
Family grouping
Client accounts grouped by family, for consolidated reporting.
Beyond mutual funds Coming soon
Bonds, fixed deposits, PMS and AIFs alongside mutual funds.
A day in your distribution office.
The five jobs your team does every day, in one place.
Onboard
Self-onboarding with CKYC checks, and KYC status through MF Utilities.
See the whole family
CAMS and KFintech feeds, CAS statements and the account aggregator, so each family's holdings sit together.
Place orders
Purchases, SIPs and redemptions through BSE StAR MF, NSE or MFU, with eNACH and NACH mandates.
Reconcile
Orders and holdings matched to registrar feeds, with breaks cleared from the task centre.
Review
Portfolio statements and service reviews for each family, and scheme suggestions for your team to offer.
Orders and the back office, together.
The execution centre shows every order batch and what needs attention. The task centre keeps your operations team on one list.
- Execution centre. Orders through BSE StAR MF, NSE and MFU in one view.
- Payment links. Clients pay through payment links. The platform does not hold client money.
- Reconciliation. Breaks listed, assigned and cleared.
- Messages. WhatsApp and email, and a document vault kept with each client.
- Clients
- Task centre
- Reconciliation
- Execution centre
- Reports
Illustrative visuals and data. For preview only.
Spring Sense AI · rolling out to firms nowDrafts for your team, approved by a person.
Agents prepare service-meeting briefs, portfolio summaries and client follow-ups, and flag KYC expiry and reconciliation breaks. They do not give advice. A person on your team approves everything before it reaches a client.
What your team sees
- Portfolio summary draft, for your team to edit
- Follow-up drafts for SIP reminders and birthdays
- A flag when KYC is about to expire
- An AI-generated label on every output
Upgrading from your current system.
We'll bring your clients, holdings and history across, and show your team what changes on day one.
Does Spring Money sell or suggest funds to our clients?
No. Spring Money is a technology provider. Your firm distributes, under your own registration, and your clients' relationship is with you.
Will our clients see Spring Money?
Only as a small technology credit. Your name, logo, colours and font are in front.
Does the platform hold client money?
No. Clients pay through payment links and mandates. The platform does not hold client money.