Enterprise Solution For Investment Advisers & Research Analyst
Solution offered as fully whitelabelled website & app so your clients only hear about you and not us.
Critical data stored on robust system to ensure maximum security. Tamper proof, auditable and added trust.
We take care of it all. No managing servers, Technology teams or software.
Best in the business backend tools to run your client side and employee side business smoothly.
Tools based on AI to eliminate multiple manual actions & reduce Backoffice workload.
Tools to keep you upto date on SEBI compliances with ease. Also get regulatory updates in system.
State of the art dashboards to manage your advisory business in a breeze.
The best in the business, served to your audience’s eyeballs.
Digital KYC and fees collection online to onboard clients quickly in a compliant manner.