Built for mutual fund distributors
One platform for the business behind every investment you distribute.
Investrust connects order placement, registrar data, client records, and compliance into a single system - so your team stops re-keying the same information across five tools.
The problem today
Distribution businesses run on tools that don't talk to each other.
Order placement lives in one login, registrar statements in another, and client records in a spreadsheet nobody fully trusts.
A new client's CAS statement gets read by a human and typed in by hand - folio by folio, transaction by transaction.
Compliance and data-quality issues surface at audit time, when fixing them costs far more than catching them early would have.
Capabilities
Everything a distribution business runs day to day.
Client & family management
One record per client - folios, KYC status, and family mapping - instead of the same person's data typed into three different tools.
Order management
Place and track SIPs, STPs, SWPs, and mandates, with status visible from placement through to completion.
Back-office operations
Transaction browsing, AUM reconciliation, folio management, and brokerage MIS in the tools your operations team already needs.
Territory & hierarchy
Model your organization the way it actually works - sub-brokers, territories, and role-based access, mapped to your real structure.
Compliance
Data-quality alerts as records change.
Getting started
Up and running in three steps.
Connect your accounts
Link your order-placement login and registrar access once - Investrust talks to them directly from then on.
Bring in your existing book
Upload a Consolidated Account Statement and Investrust reads out every folio, scheme, and transaction - no re-typing a client's history by hand.
Put your team on it
Advisors, back-office, and compliance work from the same client and order records, with access scoped to each role.
Why Investrust
Built around the distributor, not retrofitted from a consumer app.
Most investing platforms are built for the end investor first, then bent into shape for the people who actually run a distribution business. Investrust starts from the other direction - registrar data, exchange connectivity, and compliance as first-class parts of the system.
No re-keying client data between order placement, your registrar, and your own records
CAS statements turn into structured data in minutes, not a manual afternoon
Compliance alerts as they arise, not discovered at the next audit
One login for advisors, back-office, and compliance - scoped by role
Before you ask, we'd rather answer.
Your order-placement system for placing orders, and your registrar for statement and holdings data. If your book spans more than one registrar, Investrust handles that without extra setup.
No. Bring your book in gradually - import a CAS statement per client as you go, or in batches. Nothing about onboarding requires a single big-bang cutover.
It's parsed into structured folios, schemes, and transactions, shown to your team for review, and only written into the system once someone confirms it. Nothing is imported silently.
Access is scoped by role - an advisor, a back-office user, and a compliance user each see the parts of the system relevant to their job, not the whole platform by default.