Streamline client onboarding, investment management, regulatory reporting, and fee tracking. Reduce risk and improve efficiency—all in a single platform designed for financial services.
Managing client portfolios, operations, and compliance is complex without a unified system.
A fully integrated platform that connects client management, investment operations, billing, and compliance.
Goal-based planning, family office reporting
Fund accounting, NAV calculation, channel management
Real-time positions, contract notes, regulatory compliance
Policy management, claims processing, agent commissions
Loan origination, risk assessment, collections
Bookkeeping, audits, tax compliance, client reporting
60–70% reduction in manual reconciliation, faster onboarding
25–40% improvement in fee collection and cross-selling
100% audit trail, zero regulatory delays
95% satisfaction, same-day statements, personalized insights
Mumbai
Automated compliance, 75% fewer client queries, consolidated view of ₹850 Cr AUM.
Delhi
Real-time risk monitoring, automated contract notes, 40% reduced operations team.
Bengaluru
500+ portfolios unified, 35% faster fee collections, improved client engagement.
 Includes client & portfolio management, regulatory automation, fee tracking, client portal, analytics, and training.
✅ Free SEBI compliance setup
✅Free GST & TDS automation
✅ Free client portal branding
✅ 6 months extended support
30+ financial services ERP implementations across India
Regulatory expertise: SEBI, RBI, IRDAI, GST
Bank-grade security and audit-ready operations
Dedicated financial services consultants
Proven ROI and efficiency gains
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