Five deeply integrated modules. 40+ features. One coherent platform designed around how India's best MFDs actually work.
A command centre built around the advisor's daily reality — not a generic CRM that happens to have MF integrations.
Total AUM, families, clients and intended investments — at a glance.
Full pipeline view, stage monitoring, follow-ups, governance dashboards.
Multi-account families covering MF & Equity in one unified view.
Dynamic questionnaires for individual, corporate and NRI clients.
Institutionalised trails in standardised format, preserving full history.
In-app PDFs, images, videos. Read-receipt insights per message.
From onboarding to order execution to reconciliation — all through NSE Invest with full CAMS & KFintech RTA integration.
Document scanning with error handling via NSE Invest.
Dual-control order execution with client approval built in.
View, initiate and stop instructions directly from platform.
RTA-reconciled from CAMS & KFintech, always accurate.
Full Angel One integration for equity sub-brokers — from order capture to corporate actions to sector-level analytics.
Import historical trades from Angel reports, daily trades from Angel Terminal, and off-market transactions — all in one flow.
Custom compliance workflow captures orders before terminal execution — meeting strict sub-broker regulatory requirements.
Manage Bonus, Split, Merger, Demerger and Symbol Change events to keep portfolios accurate and compliant.
Daily master data, BhavCopy and market data ingestion keeps all equity valuations current and accurate.
AUM by stock, sector, client, market-cap and geography. Monthly alpha vs Nifty, client investment growth tracking.
Client-level brokerage view — know exactly which clients generate how much revenue for the sub-brokerage.
Empower investors with complete portfolio transparency — and reduce your CRM's support burden in one move.
Multi-dimensional visibility into your book — so you always know where your AUM is, where it's moving, and where the opportunity is.
We'll tailor the demo to your business — MF-only, equity sub-broker, or both.