The Front Door to Your Wealth Business
Prospect capture, digital onboarding, and client servicing - every interaction, every stakeholder, one platform.
Built like the apps clients use. Every day.
Give your clients the same digital experience they get ordering food, booking a cab, or moving money.
One view, not five tools
Prospects, portfolios, follow-ups, transactions, and documents - all in one place. One advisor, one system.
Instant, not next-week
Switches in two taps. Reviews on demand. Statements in real time. The kind of speed clients already expect.
30 minutes, not 14 days
Digital KYC, e-signatures, automated mandates - and AI-driven insights ready before the first review.
The investing app. Clients actually open it.
A native iOS and Android app that clients want to use - portfolio view, transactions, notifications, and onboarding, all in their pocket.
Portfolio in the pocket
Consolidated view of every holding across asset classes, refreshed in real time - the same data the RM sees, same moment.
Transact from anywhere
Lumpsum, SIP, STP, SWP, switch, redeem - execute in a few taps, authenticated end to end.
Stay in the loop
Push notifications for NAVs, transactions, reviews, and RM nudges - keeping clients close without more email.
The RM cockpit. Their whole day, one screen.
Dashboard widgets, client 360°, prospect pipeline, and sales hierarchy - every RM signs in to the work that matters most today.
Client 360°
Portfolio, transactions, mandates, documents, interactions - every client story on one screen, one click away.
Prospect pipeline
Leads, stages, conversions - managed alongside live clients, not in a separate CRM nobody updates.
Hierarchy & dashboards
From branch to region to firm - sales hierarchy built in, dashboards rolling up the right numbers to the right role.
Lead to live. One session.
DIY and assisted onboarding, KRA and DigiLocker integrations, bank verification, FATCA, nominee, UCC, e-mandate - the full journey on one stack.
DIY or assisted
Clients onboard themselves from the app, or RMs guide them through - same workflow, same audit trail, either path.
KYC integrations
KRA, DigiLocker, bank account verification, Re-KYC - the checks that used to take days, running in the background.
Compliance built in
FATCA, nominee, UCC, e-mandate - every regulatory step wired into the flow, with audit trails for every action.
Every prospect. Conversation-ready.
Create prospects, upload portfolio, tag mandate, run a portfolio review - before the client has even signed on.
Capture & upload
Add a prospect in seconds, upload their existing portfolio from a statement - ready to analyse, not re-key.
Mandate tagging
Tag prospects with risk profile and investment mandate - so the first conversation is specific, not generic.
Review & convert
Run a proper portfolio review on the prospect - the proposal is the onboarding trigger, not a separate pitch.
Every RM walks in prepared. Every time.
AI-generated talking points grounded in portfolio and market context - personalised client prep at scale, for every RM, for every meeting.
AI talking points
Client-specific talking points generated automatically - grounded in their holdings, not a generic market brief.
Portfolio + market context
What happened in the market, how it affects this portfolio, what the client will ask - answered before they ask it.
Prep at scale
Every RM, every client, every review - prep that used to take an hour, ready in a minute.
See the Engagement Layer in Action
Request a personalised walkthrough - we'll show you the mobile app, workbench, onboarding, and AI prep on real data.
Request a Demo