Custom Web Portal Solutions for Mutual Funds CRM

About Our Client

Montlake Global Wealth (MG Wealth) is an AMFI-registered Mutual Fund Distributor (ARN-354233) based in Pune, India. The company offers a SEBI-registered digital wealth management platform enabling individual investors, financial distributors, and businesses to open 100% online mutual fund accounts, receive goal-based financial guidance, and consolidate multi-account family portfolios.

Challenges

Legacy agency software limitations, fragmented portfolio tracking across family members, manual onboarding bottlenecks, inefficient lead generation for distributors, complex client appointment scheduling, and the lack of a centralized digital hub for multi-product financial solutions (Mutual Funds, Loan Against MF, NPS, Equity & ETFs).

Solution

A custom, enterprise-grade Mutual Funds CRM web portal was developed to centralize wealth management operations and automate client onboarding. Built using Angular for a responsive web interface and a microservices backend powered by Java Spring Boot, the platform streamlines the goal-based investment process—from planning and allocation to automated portfolio tracking and rebalancing.

Team Composition

Project Manager, Business Analyst, UI/UX Designer, Angular Developers, Java Spring Boot Developers, and QA Engineer.

Key Features Delivered

• 100% Online Paperless Client Onboarding & KYC Verification

• Centralized Client & Family Portfolio Consolidation

• Goal-Based Financial Planning Module (Plan, Invest, Track & Rebalance)

• Multi-Product Financial Hub (Mutual Funds, Loan Against MF, NPS, Equity & ETFs)

• Distributor Management & Appointment Booking System

• Extensive Financial Reports, Performance Insights & Analytics

• Knowledge Hub (Financial Guides, Insights & Mutual Fund Calculators)

• Secure Client & Distributor Login Portals

• Admin Portal for Compliance, Client Management & Operational Control

Results

• Simplified operations and improved efficiency for financial distributors

• Replaced outdated agency software with a seamless, centralized CRM portal

• Accelerated online client account opening and onboarding turnaround

• Delivered unbiased, transparent goal tracking and portfolio insights for investors

Technologies Used

• Frontend: Angular, TypeScript, HTML5, CSS3

• Backend: Java, Spring Boot, Spring Security

• Database: MySQL

• APIs: REST APIs

• Authentication: JWT

• Notifications: Firebase Cloud Messaging / Email Gateway

• Server: Nginx

• Infrastructure: Cloud Hosting

• Deployment & Version Control: GitHub, CI/CD Pipelines