SimpliFin.ai is an AI-powered platform designed to help Mutual Fund Distributors (MFDs) digitize and grow their business. It offers smart tools for goal-based investment planning, calculators & client profiling. With real-time insights and predictive analytics, SimpliFin.ai enables Mutual Fund Distributors software to engage clients more effectively, save time on manual tasks, and scale their business with ease.
Simplifin.ai vs traditional MF platforms: See how AI tools, portfolio analysis, ...