Everything you need to run and grow your advisory practice.
8 pillars. 40+ features. Built for the way Indian IFAs actually work.
Smart Prospecting
Find your next 100 clients without cold-calling.
AI-assisted lead discovery, enrichment from public signals, contact capture from business cards and WhatsApp, intent scoring.
Lead & Pipeline Management
Every lead, every stage, every nudge — in one board.
Kanban pipeline, stage automation, activity timeline, reminders, duplicate detection.
Client Engagement
Birthdays, SIP top-ups, tax windows — handled automatically.
WhatsApp, email and SMS nurture sequences, personalised templates, bulk but warm.
Goal Planning
Turn conversations into financial plans your clients actually follow.
Goal builder, risk profiling, asset allocation, monte carlo projections, PDF export.
Paperless Onboarding
KYC, FATCA, nominee, bank — done in 7 minutes.
Aadhaar e-sign, penny drop, PAN verification, video KYC, cross-AMC re-use.
Servicing & Support
Your clients' requests, your SLAs, one inbox.
Unified service request queue, SLA tracker, templated responses, escalation ladders.
Held-Away Portfolio Management
See every rupee your client owns — even the ones not with you.
CAS ingestion, MF Central sync, NPS CRA pull, consolidated family view.
Revenue Management (MF + Pension)
Track commissions across every AMC and pension fund, reconciled automatically.
Brokerage reconciliation, trail income forecasts, payout tracking, GST-ready reports.
And 40+ more features — built for the way Indian IFAs actually work.
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