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.