AiEra Solutions
SimpleMF is a technology platform built by Aiera Solutions. It gives mutual fund distributors a branded, digital practice: paperless onboarding, exchange-backed orders, automated SIPs, and a full audit trail. Their clients get a clean way to invest while the advisor stays at the centre of the relationship.
Book a slot and we'll walk one real client journey end to end on a live instance. Bring one stuck onboarding case and your logo, and we'll tailor the time to you.
Questions first?
Email [email protected] or call +91 9867671873.
We help mutual fund distributors run their practice online, under their own brand
SimpleMF demo: one real client journey
See how you onboard, transact and service a client under your own brand, live on a real running instance. This is a working demo, not slides.
In 20 minutes we walk one client journey end to end: onboarding and KYC, approving and placing an order, starting a SIP, and servicing the client. All under your brand and your ARN.
What to have ready
- One onboarding case that has been stuck or slow
- Your logo, so we can show your branded portal
- A line or two on the clients you serve
What you leave with
- A clear picture of the day-to-day workflow
- Straight answers on pricing, data ownership and migration
- A simple next step if it is a fit
Who it is for: mutual fund distributors (ARN holders) who want to take their practice online without losing their brand.
Hosted by Aiera Solutions. Questions before we meet? Email [email protected] or call +91 98676 71873.
- 20m
15 min meeting
- 15m