Keep every family served, review after review
Clients stay when reviews are on time, numbers are right and questions get quick answers. The back-office keeps the data current, and the CRM makes sure the review actually happens.
What it does today
- Client familiesEach family is one client, with every member's holdings, SIPs and documents in one place.
- Portfolio views and reportsHoldings, transactions and family summaries, ready for reviews and meetings.
- RTA statement ingestionMailbacks are read from a mailbox your firm owns and loaded automatically.
- NSE MF InvestThe onboarding and order workflows, from the same client record.
- Reviews and tasksReview dates, follow-ups and renewals tracked in the CRM and shown on your dashboard.
- Modules your waySwitch off what you do not use, at no cost. New development is quoted in writing first.
Your statements stay in your mailbox
RTA mailbacks are read inside a mailbox your firm owns. We set it up with you on a screen-share and never see the password.
Mailbacks arrive with you
Statements from the RTAs land in your own Gmail, or in a separate mailbox you own that receives only RTA mail.
A script you authorise reads them
You approve the Google Apps Script yourself and enter the mailback password into its settings. It reads RTA senders only.
Your workspace updates
Transactions and holdings load into your firm's own isolated workspace, which no other client can see.
We never ask for, hold or store your email, mailback or exchange passwords. That is clause C.09 of the Client Charter.
A published price
One annual price by mutual fund AUM, from ₹5,000 a year at the founding price for books up to ₹10 Cr. Every feature, every user, onboarding and migration included. No setup fee. GST extra.
See all slabsFree to leave
30 days' money-back from the day your data goes live. Export everything at any time, and we certify deletion when you go.
Read the Client Charter