> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mf-atlas.space/llms.txt
> Use this file to discover all available pages before exploring further.

# Anvitra Atlas — Documentation

> Atlas gives aspiring MF distributors CRM, goal planning, automated content creation, and MF APIs to build custom onboarding, transaction, and reporting workflows.

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](https://mf-atlas.space).

## Modules

<CardGroup cols={2}>
  <Card title="CRM" icon="users" href="/features/crm">
    Manage client relationships, KYC documents, pipelines, and follow-ups in one workspace.
  </Card>

  <Card title="Goal Planning" icon="target" href="/features/goal-planning">
    Goal-based planning with SIP calculators, risk profiling, and scenario analysis.
  </Card>

  <Card title="Content Pipeline" icon="sparkles" href="/features/content-pipeline">
    Automated, compliant marketing content — newsletters, market updates, and client communications.
  </Card>

  <Card title="MF APIs" icon="code" href="/features/mf-api">
    REST APIs for onboarding, transactions, portfolios, and webhooks, with direct BSE/NSE MFSS, KFin, and CAMS integration.
  </Card>
</CardGroup>

## Getting started

<Steps>
  ### Create your practice

  Sign up with your ARN code, set up your profile, and configure your fee structure. Atlas handles SEBI and AMFI compliance out of the box.

  ### Onboard clients

  Import existing clients via CSV or use the built-in onboarding flow with e-KYC integration. Link folios from KFin and CAMS automatically.

  ### Plan and transact

  Create goal-based plans, execute SIPs and lump sum transactions through BSE/NSE MFSS, and track portfolio performance in real time.

  ### Automate and grow

  Turn on the content pipeline for automated newsletters and market updates. Use MF APIs to build custom client portals and reporting dashboards.
</Steps>