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Enterprise Advisory Platform

Enterprise Solution For Investment Advisers & Research Analyst

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Product Features

Whitelabelled Website

Solution offered as fully whitelabelled website & app so your clients only hear about you and not us.

Robust Data Security

Critical data stored on robust system to ensure maximum security. Tamper proof, auditable and added trust.

Managed Solution

We take care of it all. No managing servers, Technology teams or software.

Backoffice Tools

Best in the business backend tools to run your client side and employee side business smoothly.

AI and ML Automation

Tools based on AI to eliminate multiple manual actions & reduce Backoffice workload.

Compliance Assistance

Tools to keep you upto date on SEBI compliances with ease. Also get regulatory updates in system.

Admin Dashboards

State of the art dashboards to manage your advisory business in a breeze.

Client Management

The best in the business, served to your audience’s eyeballs.

KYC & Payments

Digital KYC and fees collection online to onboard clients quickly in a compliant manner.