National MFD networks, bank distribution channels, and large advisory firms need more than off-the-shelf software. Enterprise deployments are scoped, contracted, and delivered around your operational reality — with custom development, integration, and support commitments defined in writing.
If your organization fits one of these profiles, Enterprise is the right tier.
25 to 500+ advisors distributed across regional offices. Multi-branch, multi-state, multi-language. Central corporate branding with local advisor autonomy for client-facing work.
Relationship managers across bank branches producing client-facing MF proposals, SIP illustrations, and portfolio reviews. Integrations with your core banking or KYC systems are scoped and delivered per contract.
Boutique to large wealth management firms managing HNI portfolios. Need custom features, private data hosting, extensive audit logs, and compliance workflows aligned to SEBI-registered investment advisor requirements.
Enterprise isn't "more seats" — it's a fundamentally different deployment model.
Enterprise contracts can include programmatic access and integration layers scoped to your organization's needs — CRM sync, KYC systems, portfolio management platforms, or audit systems.
Enterprise deployments support advanced access controls scoped to your identity infrastructure. Single Sign-On integration and centralized user lifecycle management are available on request.
Full audit trail of every action across the platform. Compliance-ready exports for internal audit, SEBI inspection, or regulatory review.
Need a calculator that doesn't exist? A workflow specific to your firm? Enterprise contracts include custom feature development on a mutually agreed roadmap.
Client financial data demands the highest security standards. MFDTools is architected around privacy-first principles, with client calculations happening entirely in the browser for maximum data protection.
For Enterprise deployments, we go further — dedicated infrastructure, custom data residency arrangements, and security controls tailored to your compliance requirements.
Enterprise deployments follow a structured rollout plan managed by your dedicated Success Manager.
Deep-dive sessions with your operations, compliance, and IT teams. We map your existing workflows, identify custom feature requirements, and lock the deployment plan together.
Integration configuration, API access provisioning, and custom PDF templates built to your specification. Infrastructure and residency requirements confirmed.
Deploy to a pilot group of 10-20 advisors. Collect feedback, refine workflows, iterate on custom features. Regular check-ins throughout the pilot phase.
Structured training sessions for all advisors, branch admins, and corporate admins. Recorded modules for asynchronous learning. Super-users identified in each region.
Phased rollout across all advisors. Migration from existing tools with parallel-run support. Full production status once success metrics are met.
Ongoing account reviews, roadmap alignment sessions, and priority feature discussions. Your named account owner stays engaged with your deployment.
Real humans, contracted response times, and a named account owner who knows your deployment.
A named point of contact for your account. Understands your deployment context, coordinates support and roadmap discussions, and stays close to your ongoing needs.
Bug reports and support requests routed through a dedicated Enterprise queue. Response commitments are defined per contract based on severity level.
Enterprise contracts include documented uptime commitments and a published status page. Specific uptime targets and remedies are defined per contract.
Schedule a strategic consultation with our Enterprise Sales team. We'll assess fit, scope custom requirements, and provide a detailed proposal within 5 business days.