White-Labeled Application
Your logo and your identity build lasting client trust with your personalized app and client portal.
Paperless Onboarding & KYC
100% paperless onboarding with Aadhaar-based eKYC and PAN validation. Get clients investment-ready in minutes.
Customizable Proposals
Create and share customized investment proposals with built-in calculators, risk profiling, and fund recommendations.
BSE / NSE / BSE 2.0 / MFU / ONDC
Streamline investments, transactions, and secure loan services from one unified platform with seamless execution and centralized portfolio management.
WhatsApp & Email Integration
Send portfolio reports, alerts, and greetings directly via WhatsApp or email without switching platforms.
Multi-ARN & Sub-broker Support
Manage sub-brokers and multiple ARNs from a single platform. Assign clients, monitor business, and scale distribution.
Business Analytics Dashboard
Track AUM growth, SIP book, client acquisition, and revenue trends over time with visual, easy-to-read dashboards. Make smarter, data-backed decisions.
Advanced SIP & Goal Calculators
Visual tools to show compounding, retirement needs, education goals, and SIP returns. Close faster with data clarity.
Mutual Fund Research Terminal
Access fund rankings, sector performance, peer comparisons, AMC trends updated daily.
Goal Planning & Tracking
Help clients set SMART financial goals and track progress with automated alerts and visual timelines.
Client Portfolio Tracking
Real-time NAV updates, asset allocation, capital gain statements, and exposure analysis at a glance.
Risk Profiling Tools
Assign clients to the appropriate risk category and recommend funds accordingly, utilizing guided profiling and compliance checks.
Lead Management System
Capture, tag, and nurture leads with automated workflows. Convert inquiries into clients with less manual work.
NJ-Compatible Reporting
Download client holdings, P&L, and asset allocations in ready-to-share advance format. You can upload your NJ reports data manualy in software.
Commission & Trail Income
Track upfront, trail income, and renewal commissions in one transparent view, and stay financially aware.
Investor Mobile App
Give your clients access to their own branded mobile app, check NAVs, transact, and download reports anytime.
Festival & Marketing Creatives
Send auto-designed creatives for festivals and events with your logo and name to boost client engagement.
Client & Family Management
Link multiple accounts (family or HUF) under one login for consolidated reporting and simplified management.
Consolidated Portfolio Reports
One-click reports combining all folios and clients ideal for family clients, HNIs, and tax filing.
Loan Against Mutual Funds
Offer clients funding options by pledging their MF investments with real-time eligibility indicators.
Automated Alerts & Reminders
Stay informed about SIP renewals, KYC updates, capital gains timelines, and document expirations no follow-up hassles.
Impersonation Mode
Seamlessly switch into another user’s view to monitor activity, validate information, and ensure smooth operations.
Global Search
A powerful universal search that helps you quickly locate users, data, and records across the entire platform.
ONDC Payments
Seamless ONDC payment integration that enables secure, compliant, and future-ready digital transactions on the platform.
Smart Redemption
Intelligent redemption planning that optimizes tax impact, exit loads, holding periods, and client financial goals.
Embedded SSO
Single secure login providing seamless access to all integrated tools, platforms, and distributor operations.
