MFD Platform
Portfolio intelligence and execution tools for Mutual Fund Distributors.
We are building distributor workflows for portfolio health checks, fund recommendations, client-ready insights, and investment execution. The MFD platform will launch soon.
Client portfolio reviews
Run health checks across existing holdings and explain what needs attention.
Recommendation intelligence
Turn analysis into cleaner model portfolios, switches, and category guidance.
Execution workflows
Help distributors move from advice to investment journeys on Trezofin rails.