Advice, portfolios and reporting in one place.
Advisory businesses lose time to reconciling positions across custodians and rebuilding client reports by hand. We bring the portfolio, the advice workflow and the reporting into one system.
What we build for wealth management firms
The systems advisory firms take from us, and what each one covers.
Wealth Management System
Portfolio construction, model allocation, rebalancing and consolidated client reporting across asset classes and custodians.
Explore→CRM
Client records, meeting history, suitability documentation and follow-ups kept against the same record as the portfolio.
Explore→Onboarding & eKYC
Digital account opening with identity checks and risk profiling, so a prospect becomes a funded client without paper.
Explore→Back Office Solutions
Reconciliation against custodian statements, fee calculation and the reporting that supports both clients and regulators.
Explore→Managed Services
Hosting, monitoring and support, so a small operations team is not also running infrastructure.
Explore→Unified Portfolio Tracking
Monitor an entire portfolio in one place through a single dashboard - equities, mutual funds and managed strategies consolidated into one view rather than spread across separate apps.
Explore→Smart Insights
AI-driven insights and analytics for smarter and faster investment decisions, surfacing what has changed in a client portfolio before the client asks.
Explore→Automated Rebalancing Alerts
Timely nudges and actionables that keep a portfolio aligned to its target allocation, so drift is caught by the system rather than at the next review.
Explore→Where the time goes today
The three things advisory firms most often want back.
Rebuilding client reports
Replacing spreadsheets assembled each quarter with reporting generated from live positions.
Reconciling custodians
Automating the match against custodian statements instead of checking holdings line by line.
Evidencing advice
Keeping suitability, meeting notes and recommendations against the client record, ready when the regulator asks.
What advisory firms ask about
Three things that come up in almost every conversation.
Client experience
- Reporting clients can read without a call
- Digital onboarding rather than forms
- One consolidated view of everything held
Adviser productivity
- Portfolio and CRM on one record
- Model portfolios and bulk rebalancing
- Suitability captured as part of the workflow
Operations
- Automated custodian reconciliation
- Fee calculation and billing
- Audit trail across advice and execution
Managed strategies you can offer
Model portfolios your advisers can allocate clients into directly, run by SEBI-registered investment professionals.
Equity Basket
- Handpicked stocks for long-term wealth creation
- Allocated and rebalanced from within the platform
- Performance reported alongside the rest of the portfolio
Mutual Fund Basket
- Fund baskets curated against defined financial goals
- SIP and lump-sum allocation supported
- Consolidated with directly held positions
Smart Algo
- Rules-based, automated investing
- Client money runs to a defined strategy without manual intervention
- Full audit trail of every allocation decision
Tell us what your advisers spend their week on.
If it is reporting, reconciliation or paperwork rather than clients, we will talk through what changing that looks like.
Talk to our team