Major Challenges
If you are facing similar challenge(s), then you have come to right place.
What You Get?
Totally customizable WhiteLabelled AI Backed Investing and Monitoring Platform for your Clients
Ideal for Brokers and Banks
Access To High end Re-Balance Algorithms, Bots, Multi Asset Trasaction Platform and Tech Team which works closely with your Sales and Advisory Team.
End to End Customized Solution For Financial Advisor
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Paperless Onboarding for Clients
Support for Physical and DeMat Modes
360 Degree with Multi Asset Portfolio Management
Marketinng Insight Modules to help achieve better ROI
Best UI & UX
Customer Happiness Module to Enable Personalized and auto communication.
Mandates in One Click
Advanced Operations Module with Key Features like user ans Transaction Management, Brokerage Re-Consiliation Reports to optimize Customer Servicing Costs.
Portfolio Re-Balancing
Customizable Advisory Module Integrated with In-House Research
Robo Advisory
Goal Tracking
Some of Our Customers
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Contact Us
Address
#205, 1st Floor, Oxford TowersOld Airport Road
Near Manipal Hospital,
Bangalore - 560 017
Address
#814, 7th Floor, Oxford TowersOld Airport Road
Near Manipal Hospital,
Bangalore - 560 017
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