Effortless Wealth Management Starts Here

Introducing MADOSX, your all-in-one Multi-Asset Distribution Operating System. MADOSX empowers you to manage client relationships (CRM), gain AUM insights, create goal plans, craft model portfolios and more – all within a single, intuitive platform. This full stack API driven cloud-based platform includes real-time client on-boarding, their transactions & portfolio reporting, analytics & tracking. Thereby allowing distributors & advisors to provide similar investment experience like any large B2C Brand.

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Connecting The Disconnected Financial Ecosystem

Solutions

  • V-KYC
  • C-KYC
  • BSE, NSE, MFU
  • Multi Asset
  • Family Tagging

  • MF Universe Screener
  • MF Recommended Funds
  • Theme Based Screeners
  • Basket Based Screeners
  • Fund Manager Screeners

  • Creation
  • Tagging
  • Deviation
  • Rebalance
  • Version with Logs

  • Multi Asset
  • Rationale
  • Suitability
  • Audit Logs
  • IP Address

  • Multi Portfolio Reporting
  • Allocation Overview
  • Performance Overview
  • Analysis of Invested Wealth
  • Detailed Holdings

  • Prospect Management
  • Appointments, MoMs and Notes
  • Task Management
  • Reminder Management
  • Risk Profile and Transaction Logs

  • Client Wise MIS
  • AUM Wise MIS
  • Business Wise MIS
  • Revenue Wise MIS
  • Security Wise MIS

  • Receivable Management
  • Payable Management
  • Reconciliation Management
  • Incentive Management
  • Referral Management

  • Goal master Set Up
  • Goal Calculators
  • Task Management
  • Goal Creation
  • Transaction Mapping System

  • Investor Performance
  • Security Performance
  • transaction Performance
  • Cash Flow
  • MIS

  • Fee Template Creation
  • Fee Tagging and Approval
  • Fee Calculation
  • Fee Invoicing
  • Fee Recovery

  • Compliance Report
  • Simulator Report
  • ELSS Report
  • SOA Report
  • COB Report

  • Issuer Set up
  • 25+ Product Set up
  • Role based access controls
  • Risk Profiler Configuration
  • Bulk Uploads and Downloads

  • Logo Management
  • Color Management
  • Graphs Management
  • UCC and pattern Series
  • Personalised Notification

  • Role Management
  • Hierarchy Management
  • User Management
  • User mapping
  • Client Tagging

  • ARN Setting
  • Mail Back Setting
  • Exchange / PMS Setting
  • Client Profile Setting
  • 3rd Products Setting

  • Direct Execution
  • MADOSX OMS
  • Fintech Experience
  • DIY Journey
  • Assisted Journey

  • MF Central Integration
  • MF Exchange Management
  • Broker Management
  • GST Invoicing
  • Scheduler and Notifications

Solutions

Digital Client Onboarding

  • V-KYC
  • C-KYC
  • BSE, NSE, MFU
  • Multi Asset
  • Family Tagging

Research Management

  • MF Universe Screener
  • MF Recommended Funds
  • Theme Based Screeners
  • Basket Based Screeners
  • Fund Manager Screeners

Model Portfolio

  • Creation
  • Tagging
  • Deviation
  • Rebalance
  • Version with Logs

Order Management System

  • Multi Asset
  • Rationale
  • Suitability
  • Audit Logs
  • IP Address

Client Dashboard

  • Multi Portfolio Reporting
  • Allocation Overview
  • Performance Overview
  • Analysis of Invested Wealth
  • Detailed Holdings

Customer Relationship Management

  • Prospect Management
  • Appointments, MoMs and Notes
  • Task Management
  • Reminder Management
  • Risk Profile and Transaction Logs

Advisor Dashboard

  • Client Wise MIS
  • AUM Wise MIS
  • Business Wise MIS
  • Revenue Wise MIS
  • Security Wise MIS

Commission and Incentives

  • Receivable Management
  • Payable Management
  • Reconciliation Management
  • Incentive Management
  • Referral Management

Goal Management

  • Goal master Set Up
  • Goal Calculators
  • Task Management
  • Goal Creation
  • Transaction Mapping System

Reporting

  • Investor Performance
  • Security Performance
  • transaction Performance
  • Cash Flow
  • MIS

Fee Administration

  • Fee Template Creation
  • Fee Tagging and Approval
  • Fee Calculation
  • Fee Invoicing
  • Fee Recovery

Business Insights

  • Compliance Report
  • Simulator Report
  • ELSS Report
  • SOA Report
  • COB Report

Master Set up

  • Issuer Set up
  • 25+ Product Set up
  • Role based access controls
  • Risk Profiler Configuration
  • Bulk Uploads and Downloads

White Labelling and Branding

  • Logo Management
  • Color Management
  • Graphs Management
  • UCC and pattern Series
  • Personalised Notification

Organization Management

  • Role Management
  • Hierarchy Management
  • User Management
  • User mapping
  • Client Tagging

Configuration Management

  • ARN Setting
  • Mail Back Setting
  • Exchange / PMS Setting
  • Client Profile Setting
  • 3rd Products Setting

OMS Workflows

  • Direct Execution
  • MADOSX OMS
  • Fintech Experience
  • DIY Journey
  • Assisted Journey

Utilities

  • MF Central Integration
  • MF Exchange Management
  • Broker Management
  • GST Invoicing
  • Scheduler and Notifications

MADOSX Where Tech Meets Touch

Leverage the power of technology with the ease of touch and manage your investments anytime, anywhere.