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Trusted by 500+ advisors across India
How we operate — Established 2000, Ahmedabad
Everything Your Advisory Needs
Five purpose-built software products for mutual fund advisors, brokers, and wealth managers across India.
Trail Commission
Reconciliation for ARN Holders
Fin-Soft's WT Software calculates trail commission and reconciles it — so every rupee you have earned is accounted for.
- Calculate and reconcile trail commission received vs committed amounts
- Generate claim reports for AMC recovery
- Estimate receivable trail for planning purposes
- Bifurcate trail among clients, RMs, and sub-brokers
- 1IFAs and ARN holders earning trail commission
- 2Corporates managing substantial AUM
- 3Advisors with sub-broker networks
- 4Firms needing AMC claim documentation
Reference: “Indian Financial Distribution Industry at the CUSP: Vision 2020” — CRISIL
Technology for Micro, Small & Medium
Advisory Businesses
MSME financial advisors are the growth engine of India's mutual fund distribution. Fin-Soft provides the technology infrastructure needed to reach benchmark growth levels.
Learn More“The growth of the Indian economy and projection of the Financial Advisory Business for the next five years is 3 times.”
Industry Survey Report
Survey Report — IFA Domination Vision 2020
Common Questions
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