Latest Updates

Individual Advisors

  • MF advisors, Insurance agents, CFPs
  • Fully integrated Multi Asset Wealth Tracker and Financial planning platform.
  • Get your own website with email ids and customer logins.
  • Multi Asset: MF, Equity, Insurance, FDs, Bonds, Real Estate, Gold, Personal Items, Loans.
  • Backoffice connectors: MF R&T, Equity, Standard Uploads.
  • Built in Reports/Alerts/MIS.
  • Cloud based Shared Platform with 24/7 IT infrastructure

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  • Banks, Brokers, National Distributors , Insurance Companies, AMCs
  • Organization level Wealth Management, Distribution and FP Platform
  • Manage Franchisee/Branch/Staff /Customer.
  • Multi Asset Customer Portfolio with Integrated Financial Planning.
  • Organization/Customer level Reports.
  • SaaS based Hosted/Dedicated Offering with 24/7 IT infrastructure.

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