Mutual fund distributors, AMCs, and RIAs operate relationship-driven businesses that require seamless client onboarding, folio management, SIP/STP/SWP tracking, commission reconciliation, goal planning, and regulatory documentation. When these workflows rely on spreadsheets or fragmented tools, businesses face compliance gaps, delayed follow-ups, inaccurate commission tracking, and poorer investor experience.
PySquad builds an Odoo-based AMC / Mutual Fund Distributor CRM that centralises investor data, folios, SIPs, communication, commissions, and advisory workflows — providing complete visibility and automation for financial advisors.
Problem Businesses Face
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Manual tracking of investor folios and SIP/STP schedules.
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Compliance-heavy onboarding and KYC handled inefficiently.
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Difficulty reconciling commissions from AMCs.
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Missed follow-ups for renewals and investments.
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Limited visibility into investor portfolios and goals.
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Fragmented communication via WhatsApp, email, and calls.
Our Solution
PySquad delivers a financial advisory CRM powered by Odoo.
Our solution includes:
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Investor onboarding, KYC, risk profile & goal mapping.
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Folio management with AMC-level integration (optional).
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SIP/STP/SWP schedule tracking.
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Commission reconciliation with payout dashboards.
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Automated reminders for renewals, SIP failures, and opportunities.
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Advisory notes, tasks, and communication logs.
Key Features
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Investor profile with documents, goals, and risk scoring.
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Complete folio list with AUM tracking.
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SIP/STP scheduler with missed-instalment alerts.
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Commission import & reconciliation.
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Task and follow-up automation for advisors.
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Email/SMS/WhatsApp integration for communication.
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Compliance logs and audit-ready reports.
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Portfolio insights: AUM, growth, risk, asset mix.
Benefits
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Higher investor retention through proactive advisory.
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Zero missed SIP renewals or instalment failures.
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Accurate commission tracking and payout visibility.
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Better investor engagement through automated reminders.
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Strong advisory insights to grow AUM.
Why Choose PySquad
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Experience building financial CRM and advisory tools.
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Odoo expertise for automation, workflows, and dashboards.
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Human-first UI for advisors, back-office, and management.
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Scalable for individual IFAs, RIAs, or AMC networks.
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End-to-end delivery including integrations and mobile apps.
Call to Action
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Running a mutual fund distribution or advisory business?
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Need automated SIP tracking, folio management, and commissions?
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Want a modern CRM built for AMCs, RIAs, and IFAs?
Partner with PySquad to build your AMC / Mutual Fund Distributor CRM.
FAQs
1. Can SIP/STP schedules be tracked automatically?
Yes. Alerts are sent for upcoming or missed instalments.
2. Can AMC commissions be reconciled?
Yes. Commission files can be imported and matched.
3. Does the system store investor KYC documents?
Yes. Full KYC and compliance documentation is stored securely.
4. Can advisors send reminders automatically?
Yes. Renewal, SIP, and opportunity reminders are automated.
5. Does it support WhatsApp and SMS communication?
Yes. Integrated messaging workflows are available.