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Plans

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Plan Features
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Individual
For Individual Adviser
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Professional
For growing advisers
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Enterprise
For larger, established advisers
Best in class cloud hosting
Dedicated AWS account
Next Gen Data Storage
Dedicated website
Dedicated Android App
Dedicated IOS App
Website Performance
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Website Scability
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User Sign Up
User Digital Onboarding
User Smart KYC
User Risk Profiling
User Digital Agreement with e-signing
Number of paid plans
6
9
12
Order Generation system
Offline Payment Collection
Online Payment Collection
Order Management System
Number of active sections
6
9
12
Textual Advise and Calls
Reports in Document (pdf) for Advise and Calls
Audio based Advise and Calls
Video based Advise and Calls
Employee Compliance Module
Principal Officer Compliance Module
Compliance Officer Compliance Module
Trade Compliance Checker Module
Income Tax Reports
Basic
Standard
Detailed
GST Reports
Basic
Standard
Detailed
Regulatory Reports
Basic
Standard
Detailed
Number of admin users
5
10
20
Geo restricted access
Admin Performance
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Email
Browser
Mobile App
Whatsapp
Telegram (coming soon)
Whitelabelled Website
Whitelabelled Android App
Whitelabelled iOS App
N/A
Standard Email Support
Priority Email Support
Chat Support
Phone Support
Contact Sales to get pricing for your requirements
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