Anvitra Atlas — Documentation - Anvitra Atlas

Atlas is the platform mutual fund distributors run their practice on — CRM, goal planning, automated content creation, and MF APIs in one place. This documentation covers what each module does, how to get started, and how to integrate with the Atlas APIs. For pricing, the product tour, and to start a free trial, see the marketing site.

Modules

CRM

Manage client relationships, KYC documents, pipelines, and follow-ups in one workspace.

Goal Planning

Goal-based planning with SIP calculators, risk profiling, and scenario analysis.

Content Pipeline

Automated, compliant marketing content — newsletters, market updates, and client communications.

MF APIs

REST APIs for onboarding, transactions, portfolios, and webhooks, with direct BSE/NSE MFSS, KFin, and CAMS integration.

Getting started