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Depicted below are the benefits for both the Independent Advisors as well as Institutions.

Independent advisors:

  • Single platform for managing
    • All assets
    • Clients
    • Internal teams
  • Seamlessly switch between products in changing economic cycles.
  • Complete control over client data.
  • Enhanced customer servicing
  • Retain advisor identity
  • Compete with bigger banks, brokers on level terms
  • Opportunity to acquire additional business from the clients.
  • Monitor performance of branches, RMs and lines of businesses.
  • Low TCO (Total Cost of Ownership) less than comparable products
  • No technology headaches.
  • No upgrade pains.
  • Quicker roll out of releases and functionalities.
  • Affordable entry points. Pay as you use.
  • Scale on need basis
  • Integrating easy with legacy ERP applications


  • Single web based platform for managing
    • All assets
    • Clients
    • Franchisees and Branches
    • RMs and Branch Managers
    • Lines of Businesses
  • Process driven ERP approach to help organizations streamline their daily operations. Reduce time spent on daily repetitive non-value added work.
  • Easy Integration with existing back offices and ERP Applications.
  • Enhanced customer servicing with direct access to Customer Portfolio and rich multi asset statements.
  • Streamline retail distribution by having your teams and clients information in a single repository.
  • Generate additional revenue with industry differentiating add-on applications like financial planning, Portfolio Analytics, Customized Dashboards and Smart Alerts.