CRM, goal planning, automated content creation, and MF APIs — the complete toolkit to launch, manage, and scale your mutual fund distribution business.
Built for the Indian MF distribution ecosystem
From managing client relationships to building custom transaction flows — Atlas brings it all together in one warm, intuitive platform built for mutual fund distributors.
A complete CRM built for MF distributors. Track every interaction, manage KYC documents, and never miss a follow-up again.
Goal-based planning with SIP calculators, risk profiling, and scenario analysis. Help clients see the path to their dreams.
Automated marketing content pipeline — newsletters, market updates, and personalized client communications. Stay top of mind without lifting a finger.
Set up your distribution practice on Atlas in minutes, not weeks.
Sign up with your ARN code, set up your profile, and configure your fee structure. Atlas handles SEBI and AMFI compliance out of the box.
Import existing clients via CSV or use the built-in onboarding flow with e-KYC integration. Link folios from KFin and CAMS automatically.
Create goal-based plans, execute SIPs and lump sum transactions through BSE/NSE MFSS, and track portfolio performance in real time.
Turn on the content pipeline for automated newsletters and market updates. Use MF APIs to build custom client portals and reporting dashboards.
Most distributors juggle Excel, WhatsApp, and half a dozen portals. Atlas replaces all of that.
Everything in one place
Cobbled together tools
Join the next generation of mutual fund distributors building on Atlas. Start your free trial today — no credit card required.