- MF advisors, Insurance agents, CFPs
- Fully integrated Multi Asset Wealth Tracker and Financial planning platform.
- Get your own website with email ids and customer logins.
- Multi Asset: MF, Equity, Insurance, FDs, Bonds, Real Estate, Gold, Personal Items, Loans.
- Backoffice connectors: MF R&T, Equity, Standard Uploads.
- Built in Reports/Alerts/MIS.
- Cloud based Shared Platform with 24/7 IT infrastructure
- Banks, Brokers, National Distributors , Insurance Companies, AMCs
- Organization level Wealth Management, Distribution and FP Platform
- Manage Franchisee/Branch/Staff /Customer.
- Multi Asset Customer Portfolio with Integrated Financial Planning.
- Organization/Customer level Reports.
- SaaS based Hosted/Dedicated Offering with 24/7 IT infrastructure.