The Platform

Everything you need to run and grow your advisory practice.

8 pillars. 40+ features. Built for the way Indian IFAs actually work.

Pillar 1

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, and intent scoring.

Pillar 2

Every lead, every stage, every nudge — in one board.

Kanban pipeline, stage automation, activity timeline, reminders, duplicate detection.

Pillar 3

Birthdays, SIP top-ups, tax windows — handled automatically.

Continuously engage clients and prospects on WhatsApp, email, and SMS nurture sequences, and personalized templates. Bulk but warm.

Pillar 4

Turn conversations into financial plans your clients actually follow.

Goal builder, risk profiling, asset allocation, monte carlo projections, and PDF export.

Pillar 5

KYC, FATCA, nominee, bank — done in 7 minutes.

Aadhaar e-sign, penny drop, PAN verification, video KYC, cross-AMC re-use.

Pillar 6

Your clients' requests, your SLAs, one inbox.

Unified service request queue, SLA tracker, templated responses, and escalation ladders.

Pillar 7

See every rupee your client owns — even the ones not with you.

CAS ingestion, MF Central sync, NPS CRA pull, consolidated family view.

Pillar 8

Track commissions across every AMC and pension fund, reconciled automatically.

Brokerage reconciliation, trail income forecasts, payout tracking, and GST-ready reports.

And 40+ more features — built for the way Indian IFAs actually work.