Create your clients detailed cashflow by gathering various data points like their
existing incomes, expenses, assets, liabilities etc.
Plan your client's goals like Child Education, Marriage, Retirement,
Financial aspiration related etc. and track their progress realtime.
Lead management, appointments, tasks, notifications, reminders, document vault, activity log and so many other features required for a high touch RM
Onboarding your client on the platform. Complete eKYC and other norms in a breeze.
Offer and transact various investment products like Mutual Funds,
Stocks, ETF's, Commodities, F & O etc. for all your clients from day one. Power to you!
Generate client reports that are GIPS (Global Investment Reporting Standards) compliant.
Accepted globally, the reports provide clarity and detail into your clients portfolios.
Create Model Portfolios, tag it to your clients based on their risk profile
/ objectives of their investment and rebalance client portfolios with just
Charge your clients on various fees models, send invoices
and collect your fees automatically.
Back test your strategies or prepare predictible future financial models that help you get more confidence in decision making process.