Manage HNI and UHNI clients, investment portfolios, SIPs, mutual funds, insurance policies, PMS/AIF investments, KYC records, risk profiles, goal-based planning, compliance workflows and AI-powered client engagement.
Get StartedPurpose-built for Financial Advisors, Wealth Managers, RIAs, MFDs and Family Offices.
Maintain HNI client profiles, nominees, family structures, KYC documents, risk appetite and investment objectives.
Track mutual funds, equities, bonds, PMS, AIFs, insurance and alternative investments.
Generate portfolio reviews, market updates, onboarding emails and renewal reminders using AI.
Document vault, audit trails, suitability checks, FATCA tracking and regulatory workflows.
Retirement, education, wealth creation and succession planning dashboards.
Monitor advisory fees, commissions, trails and AUM growth.
Track deals and monitor opportunities in real time.
Automate follow-ups and customer communication.
Visualize performance with powerful analytics.
| Name | Company | Status | Value | KPIs | Total AUM | KYC Pending |
|---|---|---|---|---|---|---|
| John Smith | ABC Corp | Qualified | $12,000 | $42M | 4 | |
| Sarah Wilson | Global Tech | Proposal | $24,500 | $162M | None | |
| David Brown | Bright Solutions | Won | $41,000 | $82M | None |
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