One platform for everything from prospects to AUM to reviews. Made for Indian MFDs. Accurate. Automated. Audit ready. Proven with real MFD operations at scale.
Smart automation, deep AUM intelligence and enterprise level security
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Designed with real MFDs and real workflows. Uses official CAMS and Kfintech formats. Daily operations automated using our review engine, task engine and AUM intelligence. Built for high compliance teams with bank grade security. Unified view of every client, family and folio. WhatsApp first communication suite with templates, automations and reminders.
Prospect lifecycle with auto reminders. Profile form sharing with OTP signature. Digital signature enabled onboarding. Auto tasks for follow ups. Full visibility of drop offs.
Personal profile, family grouping, timeline and activity logs. AUM snapshot view including schemes, folios, dividends, transactions. Consolidated family view. Meetings, notes and follow ups in one place.
Automated questionnaires for prospects and clients. OTP signature. Risk category shown on client dashboard and reports. Integrated with planning, reviews and tasks.
Comprehensive modules designed to streamline every aspect of your MFD operations, from AUM ingestion to task management and team collaboration.
Commercial and non commercial workflows. Fully dynamic templates for SIP, SWP, STP, Switch, Redemption and more. JSON based hybrid task builder. Multi assignee with roles. Audit checklists and summary fields. Daily task dashboard for teams.
Auto generation of review tasks based on last review date and frequency. Meeting agenda and MOM templates. Feedback emails sent automatically. Entire review history stored.
Attendance, leaves, onboarding and exit workflows. Employee lifecycle inside the CRM. App based punch in and punch out. Reports for admins.
Comprehensive reporting suite with real-time dashboards. Family level AUM analysis, scheme distribution, and AMC insights. SIP register, review due lists, task performance metrics, and employee productivity tracking. Full audit trail and customizable report templates for all stakeholders.
Complete portfolio tracking with multi-format data ingestion from CAMS and Kfintech. Auto-creation of client, folio, and scheme identities. Intelligent merge suggestions for duplicate clients. Automated AUM cleanup for folio transfers. Staging, validation, and monthly uploads with unmatched accuracy.
Transform your data into actionable insights with comprehensive reporting across portfolios, performance, operations, and more.
Complete portfolio analysis with performance tracking, asset allocation, risk metrics, and client statements. Real-time valuation and comprehensive portfolio insights.
Comprehensive sales analytics with pipeline health, conversion rates, revenue trends, and commission tracking. Product-wise breakdown and revenue forecasting.
Track team productivity, sales achievements, task completion, and attendance metrics. Individual performance tracking with team comparison and rankings.
WhatsApp first communication suite with templates, automations and reminders. All communications tracked in client timelines.
WhatsApp templates for birthdays, anniversaries, reminders and alerts. Birthday and anniversary wishes sent automatically, keeping client engagement consistent and relationships strong.
Clients can check portfolios, receive reports, or add tasks directly through WhatsApp for instant accessibility. Quick actions at your clients' fingertips.
Seamless email integration for automated notifications. Send announcements, invites, and greetings instantly to all clients. Email notifications for tasks, meetings and reviews. All communications tracked in client timelines.
Built for high compliance teams with bank grade security. Audit ready reports and comprehensive activity tracking for complete transparency.
AWS hosted with private networks. Encryption at rest and in transit. IAM based access. Daily backups and versioned storage. Activity logs for every user action. OTP based signature, MFA ready architecture.
Uses official CAMS and Kfintech formats. Audit ready reports. Full audit trail visible to admin. Staging, audit and validation for all data ingestion.
Built along with Crescent MFD group as anchor design partner. Designed for real Indian teams with real problems.
Built along with Crescent MFD group as anchor design partner. Proven with real MFD operations at scale.
Fastest ingestion and onboarding in the industry. Simple modern UI designed for quick adoption.
Designed with real MFDs and real workflows. Built for every size of MFD from independent RMs to large teams.
Designed for real Indian teams with real problems. Uses official CAMS and Kfintech formats for seamless data integration.
Empowering your business with next-generation capabilities. Continuous innovation to stay ahead of your needs.
Client facing mobile app. Portfolio insights. Market updates through WhatsApp.
Multi branch support. Partner portal. Advisor score dashboards.
Research and recommendation engine. AI chatbots. Advanced analytics.
Book a personalised demo and discover how Crescent CRM can transform your MFD operations. Built for growing teams who want accuracy, efficiency and client delight.