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SimpliFin.ai is an AI-powered platform designed to help Mutual Fund Distributors (MFDs) and Independent Financial Advisors (IFAs) digitize and grow their business. It offers smart tools for goal-based investment planning, calculators, client profiling, and automated communication. With real-time insights and predictive analytics, SimpliFin.ai enables MFDs to engage clients more effectively, save time on manual tasks, and scale their practice with ease. Whether you're onboarding new investors or managing a large portfolio, SimpliFin.ai simplifies every step of the journey — making financial advisory smarter, faster, and more personalized.
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