Onboarding

E- KYC
Aadhar OTP signing
Auto filling of application form
E- sign of agreements
Risk Profiling

Financial Planning

Net worth analysis
Income – expense analysis
Insurance analysis
Goal analysis

Goal Tracker

Check performance of portfolio
Alert for rebalancing requirements
Alert for additional funds
Automated drift allocations

Model Portfolio

Advisor create model portfolio
Back test past performance
List model portfolio on website
Auto adjustments of client portfolio with model portfolio

Rebalancing

Periodic Rebalancing
Tolerance Band Rebalancing
Combined Approach

Micro Sites

Get a really creative website
Optimised URL/Domain name
Integration of gaming mechanics
Target specific audiences
Share site on social media

Transaction Management

Import transaction files
Karvy/CAMS statements
Import historical transactions
Corporate actions Auto-updated

Financial Accounting

Ledgers and groups
Receipt /Payment Management
Journal Voucher Management
Trial Balance
Profit Loss A/c, Balance Sheet

Performance Report

Consolidated portfolio report
MIS report - Family wise
Periodical reports
Asset allocation report
Holding and realized report
XIRR report(category/client wise)
Transaction summary
Account statement
Corporate action report
Fees payment report
Capital gain reports
Expense report

Fees & Billing

Performance based fees
Hurdle rate based fee
Daily average portfolio value based
Fees for different asset classes
Invoice and billing for fees
Payment gateway Integration

Lead Management

Track customer interactions
Software allows you to track interactions with customers, prospects, and leads
Lead scoring
Marketing automation
Analytics and reporting

Data Analysis

Portfolio Optimization
Forecasted Efficient Frontier, Monte Carlo Simulation, Back test Dynamic Allocation
Technical Analysis
Stock filter with algo strategies, Trading signal generating
Derivative strategy
Black Scholes calculator, 72  in built strategies, Multiple leg option positions, Create own strategies

API for Trade Management

Order routing services
API integration Mutual funds
Trading API for equity provided by brokers
Algo trading API

Communication

Scheduled mail
SMS / WhatsApp integration
Discussion forum
Templates for messages

Document Vault

Easy way to share documents
Tax related documents can be generated and shared with their accountants
Regulatory documents can be generated

Client Dashboard

Easy to manage client dashboard
Unique template
Login access to clients
Clients can access important reports here
Graphical images
Alerts & reminders

System and Data Security

User Management
User Permission
User log and Audit trail
Data encryption
Data backups
Built-in firewall