Let Agentic AI drive actions, uncover opportunities, and accelerate your AUM growth — while you stay focused on clients.
Three problems every MFD faces. One platform that solves all of them.
Client calls in 2 minutes. Portfolio data is in one tab, capital gains in another, SIP book somewhere else. You spend the first five minutes scrambling — not advising.
Opportunities pass undetected. Clients with idle cash, missed SIPs, or expiring mandates don't surface — because finding them means manually reviewing hundreds of folios.
Every new CRM adds months of lag. Tribal knowledge doesn't transfer. Context is lost. Client relationships built over years depend on people, not systems.
Simplicity Fintech was built to fix exactly this — with an AI that works alongside you.
Five fully integrated modules covering your entire advisory workflow — from client onboarding to equity analytics — all connected through a single agentic AI layer.
Lead pipeline, risk profiling, family accounts, interaction trails, outbound messaging, service requests.
NSE Invest orders, Maker-Checker workflow, SIP/SWP/STP management, RTA-reconciled portfolios.
Angel One integration, compliance order flow, corporate actions, equity analytics by sector and market-cap.
Full portfolio visibility, XIRR & P&L, in-app transaction approvals, AI chatbot, capital gains download.
AUM drilldown, brokerage dashboards, Nifty alpha tracking, XIRR performance, ARN projections.
Speak or type any question. Multi-agent orchestration gets to work instantly — then hands control back to you the moment human judgment matters.
Voice or text via chatbot
Parses your goal, builds a plan
Specialists complete the task
Deep-link to any screen
Answer or action, instantly
Voice or text query via chatbot — no training needed
Parses your goal and builds an execution plan
Specialised agents complete the task across modules
Deep-link to the exact screen, take over anytime
Answer, report, or action returned instantly
Portfolio snapshots, capital gains, SIP status — delivered in seconds, not minutes of navigation.
Agents surface the right context before every client interaction. Your team walks in knowing exactly what to say.
AI handles routine work. The moment a decision needs human judgment, control transfers seamlessly — one tap.
Execute directly on NSE Invest with a Maker-Checker compliance workflow built in. SIP, SWP, and STP instructions — all from one screen. Non-compliance flags surface before they become problems.
A daily workbench that surfaces what matters before it's urgent. Lead pipeline, family account setup, interaction trails, and risk profiling — institutionalised so nothing depends on a single person's memory.
Every integration is native — not bolted on. Real-time data flows across all modules seamlessly.
MF Transactions
RTA Portfolio Data
RTA Portfolio Data
Equity Sub-broker
Daily NAV & History
Market Data
Integrated Modules
Features Shipped
Platform Integrations
Our team will walk you through a live session tailored to your business size and workflow. No slides. Just the product.
or email support@simplicityfintech.com · response within 4 hours