Turn investment ideas into actionable insights. Impress clients with AI-powered fund discovery, portfolio analysis, and thematic research.
Four AI-powered tools designed specifically for mutual fund distributors
Transform investment ideas into diversified portfolios instantly
Discover funds aligned with trending investment themes
Get actionable insights and overlap detection
Stop spending hours on research. Get instant insights that wow your clients.
Generate insights in seconds, not hours
Methodology inspired by Morningstar & CRISIL
Live NAV, returns, and performance metrics
Professional reports for client meetings
Join hundreds of distributors using AI to deliver better client outcomes
Exclusive platform for registered mutual fund distributors