You've grown beyond a solo practice. Now you're managing multiple advisors, ensuring every client interaction reflects your firm's brand, and trying to keep track of who did what for whom. MFDTools brings order to the chaos of scale.
Every solo MFD tool assumes one person. Multi-advisor firms need something different.
One uses last year's template. Another downloaded a "free" version. Third invented their own. Clients see inconsistent branding — some pages have your logo, some don't. Your firm looks improvised, not established.
Advisor A generated 40 SIP proposals last month. Advisor B generated 3. You have no idea. Client concerns aren't tracked. You can't identify who needs training, who needs recognition, or where the pipeline is leaking.
Every new hire needs 2 hours of "here's our Word template", "use this Excel", "our firm name goes here". Onboarding is inconsistent. New advisors take weeks to reach professional output quality.
Client asks "can you resend last quarter's report?" — but their advisor is on leave, and the report lives on their personal laptop. You lose 30 minutes, look unprofessional, and may need to regenerate.
See who's producing what. Track proposal volumes per advisor. Manage seat provisioning. Enforce brand consistency across the team. All from a single admin console designed for firm principals.
Enterprise-grade capabilities, priced for growing MFD firms.
Provision individual logins for each advisor. Every seat sees only their own clients and reports, but shares the firm's centralized branding.
Firm principal sets logo, colors, address, and contact info once. Advisors can't override — every output goes out looking exactly like your firm intended.
Weekly, monthly, quarterly views of every advisor's output. Spot high performers, identify who needs support, track team-wide productivity trends.
Delhi office, Mumbai office, Bangalore office — each with local advisors, but unified under the firm. Local addresses on PDFs, national brand consistency.
Every report from every advisor archived centrally. Search by client name, advisor, date, or product. Instant retrieval even when the primary advisor is unavailable.
Not per-seat scaling that punishes growth. Volume packages priced per firm — 5 seats, 10 seats, 15 seats — with per-seat cost decreasing as your team grows.
Start with what you need today. Upgrade as you scale.
| Firm Stage | Free | Pro | Firm Plan | Enterprise |
|---|---|---|---|---|
| Solo MFD 1 advisor · Getting started | — | — | ||
| Growing MFD 1 advisor · Wants white-label | — | — | — | |
| Small Firm 5-10 advisors · Multi-seat needed | — | — | — | |
| Mid-size Firm 10-15 advisors · Multi-branch | — | — | ||
| National / Enterprise 25+ advisors · API integrations | — | — | — |
Talk to our Sales team for a customized Firm plan quote. Volume pricing, migration support, and same-week onboarding for most firms.