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Signzy · WealthTech & AMC Infrastructure
Distributor Portal — Mutual Fund Onboarding
Simplifying third-party distributor client submissions to Asset Management Companies (AMCs) with real-time discrepancy resolution.
Mutual fund distributors frequently struggle with delayed AMC submissions due to lack of visibility into applicant status and opaque rejection codes. We built a unified Distributor Hub where partners can inspect client dossiers, correct missing details, and track payouts in one place.
4x
Submission Speed
-60%
AMC Application Rejections
100%
Commission Transparency
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Streamlined Partner Workflows
Distributors manage dozens of investor portfolios simultaneously. We introduced automated pre-submission screening that flags invalid bank IFSC codes and signature mismatches before AMC submission.
Pre-Flight Validation
Automatic checks prevent submitting applications with incomplete Nominee details or missing signatures.
Live AMC Pipeline
Real-time status sync with AMFI and registrar engines (CAMS & KFintech).
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Distributor Portal Interface Gallery
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Figure 1.0: Distributor client pipeline with stage tags and action indicators.
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Figure 2.0: Investor KYC dossier and automated pre-check status report.