Make Your Financial Advisory

Data Driven

Client Centric

Stand Out!

The first wealth management software that you’ll love.
And the last one you’ll ever need.

Take a quick tour and see for yourself

Features Designed for Your Success

Explore features designed to level up your financial advisory practice,
crafted with insights from advisors & brokers like you.

Email Scheduling: Schedule emails with pre-built & customisable templates
Meeting Notes: Schedule emails with fixed & customizable templates
Reminder & Alerts: Set timely reminders for SIPs, birthdays, & key deadlines
Segmentation (Tags): Organize clients with tags for personalization & targeting
Risk profiling: Evaluate and document client’s risk levels for tailored planning

Portfolio Valuation & Summary: Detailed portfolio valuations & performance summaries with data grouping
Asset Allocation: Track & analyse asset distribution across products and categories
Portfolio Rebalancing: Forecast clients’ potential gains by adjusting & simulating fund allocations
Capital Gains Report: Track all realized and unrealized capital gains from investments
Goal Planner: Set, track, & map investments to financial goals

Account creation: Create accounts and transact on BSE, NSE & MFU through Mint
DigiLocker based KYC: Check/Modify KYC status or initiate digital KYC
Mandate: Set up investment mandates for clients for easy purchase
Transfer holdings: Consolidate all your investments in one place for a clearer overview.
Referral: Sub brokers & clients can refer other clients creating virality
DFIM or Do It For Me: Sub-brokers and RMs can transact on clients’ behalf

AUM Report: View detailed breakdowns by AMC, schemes, categories, RMs, and ARNs
SIP Data Mining: Track running, new, terminated or matured SIPs across all clients
Change of Broker In/Out Report: Access the list of transactions received through broker changes
Redemption Simulation: See potential gains from redeemed assets when compared to their current value
Cross-Sell Report: Identify opportunities for cross-selling products to under-served customers

Income Analysis: Income details & analysis with group by fund, scheme, client, RM, Sub broker, etc.
Sub Broker Payout: View sub-broker commissions and set rates accordingly
Reconciliation: Find the gap in receivable & received brokerage
Lost Brokerage: Find missing folios in brokerage & analyse low earnings by brokerage rates
Net Earnings: View net earnings after deducting payouts from commission
Brokerage auto-update: Brokerage is auto-updated every month & can be viewed month-wise

Top Schemes: Access top-performing schemes or analyse for specific ones
Task Manager: Manage and track tasks priority-wise across your advisory
Calculators: A plethora of calculators like SIP, STP, SWP, education, income tax, etc.
Portfolio X-Ray: Compare client portfolios with a Model Portfolio of your investor persona
Mutual Fund Forms: Download pre-filled forms with your details from various AMCs

CRM

Email Scheduling: Schedule emails with pre-built & customisable templates
Meeting Notes: Schedule emails with fixed & customizable templates
Reminder & Alerts: Set timely reminders for SIPs, birthdays, & key deadlines
Segmentation (Tags): Organize clients with tags for personalization & targeting
Risk profiling: Evaluate and document client’s risk levels for tailored planning

Portfolio Review

Portfolio Valuation & Summary: Detailed portfolio valuations & performance summaries with data grouping
Asset Allocation: Track & analyse asset distribution across products and categories
Portfolio Rebalancing: Forecast clients’ potential gains by adjusting & simulating fund allocations
Capital Gains Report: Track all realized and unrealized capital gains from investments
Goal Planner: Set, track, & map investments to financial goals

Online Transactions

Account creation: Create accounts and transact on BSE, NSE & MFU through Mint
DigiLocker based KYC: Check/Modify KYC status or initiate digital KYC
Mandate: Set up investment mandates for clients for easy purchase
Transfer holdings: Consolidate all your investments in one place for a clearer overview.
Referral: Sub brokers & clients can refer other clients creating virality
DFIM or Do It For Me: Sub-brokers and RMs can transact on clients’ behalf

Business Analytics

AUM Report: View detailed breakdowns by AMC, schemes, categories, RMs, and ARNs
SIP Data Mining: Track running, new, terminated or matured SIPs across all clients
Change of Broker In/Out Report: Access the list of transactions received through broker changes
Redemption Simulation: See potential gains from redeemed assets when compared to their current value
Cross-Sell Report: Identify opportunities for cross-selling products to under-served customers

Brokerage

Income Analysis: Income details & analysis with group by fund, scheme, client, RM, Sub broker, etc.
Sub Broker Payout: View sub-broker commissions and set rates accordingly
Reconciliation: Find the gap in receivable & received brokerage
Lost Brokerage: Find missing folios in brokerage & analyse low earnings by brokerage rates
Net Earnings: View net earnings after deducting payouts from commission
Brokerage auto-update: Brokerage is auto-updated every month & can be viewed month-wise

Tools

Top Schemes: Access top-performing schemes or analyse for specific ones
Task Manager: Manage and track tasks priority-wise across your advisory
Calculators: A plethora of calculators like SIP, STP, SWP, education, income tax, etc.
Portfolio X-Ray: Compare client portfolios with a Model Portfolio of your investor persona
Mutual Fund Forms: Download pre-filled forms with your details from various AMCs