Integrations
Fits around the tools your desk already uses.
Zyphr brings data in, prepares the review, and exports clean handoff files. Your existing transaction portals stay part of the workflow.
Data sources
AMFI NAV feed
LiveDaily ingestion of the AMFI NAV file at 19:30 IST.
CAS statements
LiveImport client portfolios from Consolidated Account Statements.
Investwell export
LiveImport holdings, transactions, and SIP registrations from Investwell exports.
CSV and Excel upload
LiveBring holdings in a tabular file and map columns during import.
Execution and RTA
BSE Star MF
Live - CSV exportDownload an RTA-ready CSV and log execution back into the record.
NSE NMF II
Live - CSV exportPrepare an order file for NSE Mutual Fund platform.
MFU
Live - CSV exportExport in MFU-accepted format for Mutual Fund Utilities.
Direct API execution
Q3 2026Planned automated order placement through BSE Star MF and NSE NMF II APIs.
Accounting and billing
GST invoicing
LiveGenerate GST-compliant invoices for SaaS subscription and overage charges.
Trail commission tracking
LiveRecord and reconcile trail commission receivables by AMC and client.
Razorpay payments
LiveProcess Zyphr SaaS subscription billing through Razorpay.
Your existing workflow, with a clearer record.
Import the book, review the checks, approve the note, and export what your portal needs.