What's live, what's next, and what we haven't built
A brochure shows what works. This page also shows what doesn't yet. If something you need is in the middle or right column, you will know before you sign, not after.
Live today
In daily use at a working distribution practice.
- 1. Content
- Content Engine in your own ZohoTopic calendar, AI drafts, your approval, then auto-publishing
- 2. Leads
- Website enquiries into your CRMWith consent recorded, never pre-ticked
- Pipeline, tasks and Practice Desk dashboard
- 3. Onboarding
- KYC check and fresh e-KYC links
- Automatic UCC creation
- Lump sum, SIP, STP and SWP ordersChecked against NSE scheme rules before sending
- eNACH mandate tracking
- Consent capture and pre-trade suitability checkRules set by your firm
- 4. Back-office
- Client families and portfoliosRecords, holdings, transactions and family reports
- RTA statements from your own mailboxRead automatically; we never hold the password
- Complete practice CRM, customised to you
Being built now
Each of these is finished before the first client firm's data goes live.
- AI Content DeskMonthly drafts in your voice, in a Google Sheet you own; pilot places open to the first 10 firms
- Your firm's own addressEvery workspace on yourfirm.25caratventures.com
- Daily backups, kept off the serverRestorable copies, tested, not just taken
- An access log you can openEvery time we touch your data: who, when and why
- Statement heartbeat alertsIf mailbacks stop arriving, you and we both hear about it within days
- One-click data exportYour whole book in standard formats, whenever you ask
- Health insurance policy onboarding, packaged for other firmsPolicy document in, CRM record out
On the list
Ideas we intend to build. No dates until we are sure.
- Automated nurture emailsConsent-based email sequences for new enquiries, with unsubscribe in every email
- Independent security testA third-party assessment, with the summary shared with clients
- Published uptimeMeasured over at least 60 days before we put a number on it
- Your own domainRun your workspace on your firm's web address
- Renewal reminders for your registrationsARN, EUIN and certification dates in one view
- Insurance policy register in the back-officeHealth and life policies alongside investments
- Hindi interface
- Do-it-yourself courseOpens after ten completed implementations
How items move
An item moves to "Live today" only when it runs in production at our own practice. Founding firms help decide what moves from "On the list" to "Being built". If you need something that is not here, we quote it in writing as custom work and you approve it before we start.
Tell us what is missing
The best items on this list came from other practitioners.
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