Enterprise WealthTech Platform for
Modern Financial Institutions
Launch, scale and transform your investment business with one unified, API-first fintech infrastructure. Our comprehensive WealthTech platform and mutual fund software deliver seamless experiences across every asset class.
The Enterprise Reality
Why modern wealth businesses struggle to scale.
As AUM grows, the cracks in legacy infrastructure begin to show. Most financial institutions aren't held back by a lack of clients—they are held back by the complexity of their own technology stack.
Fragmented Systems
Front-office CRM, middle-office order routing, and back-office accounting operate in silos, requiring constant manual reconciliation.
Manual Operations
Reliance on spreadsheets for fee calculations, revenue sharing, and performance reporting introduces massive operational risk.
Compliance Complexity
Keeping up with SEBI regulations and ensuring pre-trade compliance across millions of transactions is nearly impossible without automation.
Scalability Limits
Legacy monoliths break under peak volume (like NFO days or market crashes), resulting in dropped orders and furious clients.
Technical Debt
Years of custom patches and aging infrastructure make it terrifying to deploy new features or adapt to new asset classes.
Multiple Vendors
Managing separate vendors for execution, KYC, reporting, and client portals creates integration nightmares and bloated IT budgets.
Business Outcomes
Built for execution.
Measured by results.
Enterprise buyers don't buy features. They buy operational leverage, reduced risk, and scalable growth. Here is what FundCore delivers.
Faster Onboarding
Reduce client activation times from weeks to minutes with fully digital, integrated KYC pipelines.
Unified Reporting
Single view of all MF holdings through CAS Statement.
Reduced Risk
Automated maker-checker workflows and pre-trade compliance checks eliminate manual operational errors.
Advisor Productivity
Free advisors from administrative burdens, allowing them to focus entirely on client engagement and AUM growth.
Higher Automation
Straight-through processing for orders, fee calculations, and broker payouts without human intervention.
Bank Grade Security
Bank-grade security, immutable audit trails, and strict data sovereignty tailored to your IT policies.
Scalable Architecture
Process millions of transactions on high-volume NFO days without a single dropped order or system lag.
Digital Experience
Provide sales team, subbrokers and clients; new age mobile app and website offering deep analytics and AI driven functionalities.
TRUSTED BY LEADING FINANCIAL INSTITUTIONS
FundCore
Everything you need.
One unified platform.
From investor onboarding to portfolio management and reporting, Greenware powers every part of your wealth business.
Investor Experience
Engaging web & mobile apps for seamless investing.
RM Workspace
Powerful tools to manage clients and grow relationships.
Backoffice Operations
No EOD, no BOD, real-time syncing. Manage ops with lightweight resources.
Product & Transactions
Complete transaction life cycle across asset classes.
Reporting & Compliance
Advanced reports, MIS and regulatory compliance.
APIs & Integrations
Over 200+ APIs on swagger. Deep integration with BSE star MF.
FundCore Highlights
Multi Asset Platform
Mutual Funds, Equities, Bonds, Fixed Deposits, Portfolio Management Services, Alternative Investment Funds and more with deep analytics and actionable insights.
API-First Architecture
Robust APIs, webhooks and SDKs for seamless integrations.
White-labeled Experience
Web, mobile, RM and partner portals in your brand.
Enterprise Grade
Secure, scalable and built for high availability and performance.
Operational Excellence
Automated backoffice, reconciliation, commission and reporting.
Flexibility
Modular solutions at product level, module level, feature level. Multiple hosting options - On Premise, Cloud, GW-hosted.
Partner Ecosystem
Small, Medium or Enterprise
FundCore's got you covered
Join businesses using our platform to manage their Investors' Wealth on their own ARN
Distributors
Paperless onboarding to help grow your investor base and extensive commission and partner management to expand your business.
Brokers
Support for Demat orders and integration with your trading and Depository platforms for a unified investor experience.
Wealth Managers
Multi-Asset overview including held away assets and inclusion of guardrails help you ensure compliance with investment policy guidelines.
Banks
Comprehensive solutions for large-scale operations providing enterprise governance, compliance, and multi-branch management.
Selected Customer Implementations
Real-world enterprise architecture.
Tier-1 Bank
Backoffice and Frontend
Successfully scaled FundCore across a massive network of over 1,000 branches, seamlessly unifying retail broking and wealth management divisions under a centralized Maker-Checker approval matrix.
Key Highlights
Wealth Management Client
Backoffice and Frontend
Deployed an end-to-end back-office and white-labeled frontend ecosystem, empowering the firm to rapidly scale their Mutual Fund AUM from ₹400 Cr to ₹2,500 Cr in just 5 years.
Key Highlights
Top 10 distributor
AUM and Brokerage Recon
Engineered a robust AUM and brokerage reconciliation engine to process over 20 years of legacy transaction data, successfully identifying and correcting a massive discrepancy caused by folio mismatches.
Key Highlights
TRUSTED BY INDUSTRY LEADERS
"FundCore is highly configurable and Greenware's support is exceptional. They are a great technology partner with deep market knowledge. Their platform efficiently handles our onboarding, transactions, reporting, and commissions. We highly recommend them.
Rakesh Bhandari
Director, Nirmal Bang
"Greenware Solutions has proved to be a valuable technology partner to us. Their strong domain knowledge and wide-ranging technology together are a plus point. We are very happy with the constant support and services they provide us. We've been using their platform for over 3 years and couldn't be happier.
Vikas Agarwal
Managing Director, B&K Securities
"FundCore is accurate and comprehensive with consistent data in an easy-to-understand platform. Being cloud-based, Greenware provides portfolio monitoring for our clients anytime-anywhere. The support and services by Greenware solutions are prompt.
Abhishek Murarka
Director, Mata Securities India Ltd.
Ready to build the future
of wealth management?
Schedule a personalized platform walkthrough
with our product specialists.