Feel free to send our friendly team a message
Thank you! Your submission has been received!
Oops! Something went wrong!!!
Take control of your financial future with FundCore, a comprehensive wealth management platform designed to empower informed investment decisions and simplify the management of your assets.
Investment Policy guidelines can be configured as Guardrails. These Guardrails are applied before and after order execution preventing slippages as well as notifying the institution in case of any non-compliance due to market movements
A pyramid based organizational hierarchy covering Regions, Zones, Branches, Employees, sub-brokers and Families ensures right-person right-access
Industry leading ability to calculate and accrue brokerage based on AMC structure including variations for NFOs, campaigns and locations. Transparently compute commission payout to sub-brokers based on category.
Demat support allows for all units to come into the clients existing demat account. Singular reporting as well as potential collateral for margin, you decide.
In addition to Portfolio, performance, transactions and Gain/loss; explore the deep sea of analytics with Sector, Industry, Stock Allocations. Identify exposure to vulnerable stocks as well an NFC/HFC sectors.
Execute all your Clients investments on your own ARN. Your Customer, Your ARN.
Directly integrate with your Core Banking System for increased efficiency, improved client service, and stronger Controls.
Instant payments with Direct Debit from Client's Bank Account. Integrate OTP based debit approval through your CBS. Be ready to execute SIPs with Instant Mandates in your own bank. No need to wait for days between Mandate Creation and Order Execution. Build stronger client relationships and deliver superior service.
Comprehensive, flexible and scalable multi-asset platform
Out of the box, white-labelled solution to accelerate your growth. FundCore APIs for deeper integration within your existing digital assets and to control your user journeys to derive the competitive edge.
Eliminate manual tasks and streamline reconciliation. We ensure accuracy between promises and payouts, freeing your team to focus on growth. No more revenue leakage.
Engineered for Scale, our modular approach offers flexibility and scale in a single platform. Bank grade security and volumes offered on premise as well as on-cloud
Paperless onboarding facilitates transactions and reporting across a wide range of asset classes, including mutual funds, Fixed Deposits, Corporate Deposits, Fixed Income, CP/CD, NCD, Equities, PMS/AIF and more, all within a single integrated platform.
We deploy comprehensive data insights to offer top-notch experience for financial market participants across the wolkd.
What’s better than gaining access to your financial data anytime and anywhere with zero compromises on security? Our finance cloud allows you to get a 360-degree view of your live portfolio and also deep-dive into every asset class and every transaction as you like.
Our intuitive platform is the go-to place to view and manage all your data without losing context and value and without synchronization issues.
Allow prospects to signup, invest and transact instantly with no documents or signatures.
Access live portfolios and comprehensive investment reports on the go.
Keep all stakeholders posted about relevant investments and events with timely notifications.
Capture upto 7 levels of organizational structure and enforce data access controls.
Provide end-to-end transparency into order execution and their statuses for your investors.
Set up multilevel approval matrices based on order value and approver thresholds.
Our platform incorporates advanced analytics to translate financial data into actionable insights, including performance reports, capital gain loss reports, mutual fund allocation, and more to help you get a better picture of your investments at various levels and make informed decisions.
Our platform captures upto 17 combinations of Guardrail compliance guidelines allowing you to make sure you don’t violate the specified investment policies while placing orders or carrying out transactions.
View consolidated reports from multi-asset and multi-advisor perspectives and do assisted transactions while onboarding your investors instantly and giving them access to their live portfolios and transactions with our open-access platform.
Powered by BSE Star MF, our white label multi-asset platform is a one-stop solution for wealth managers at all levels to monitor and execute transactions while showcasing to their clients the significant impact they have created in their portfolios leveraging the multi-advisor channel.
Get quick answers to common queries in our FAQs.
Yes, your transactions will only be executed on your ARN.
Yes we support all the transaction types, viz. Fresh/Additional Purchase, SIP, SWP, STP, Switch, Redeem as well as Enhanced SIP.
Yes, FundCore supports both Regular and Direct plans as per your requirement.
FundCore is capable of showing a vast variety of report including Capital Gains.
Yes, our solutions can be white labelled and can serve our customers just the way they need.
