Digital Onboarding Platform
About the Advisor
Who is this for?
- SEBI Registered Investment Advisors (RIAs)
- Firms handling multiple clients & portfolios
- Teams with advisors, admins, & operations staff
Why this case study exists
- To show how one advisor streamlined operations
- To prove this system works in real-world advisory business
The Real Problem (Before Software)
Daily challenges faced by SEBI Advisors
- Client data scattered in Excel, WhatsApp, emails
- Manual tracking of investments & profits
- Difficulty maintaining compliance records
- Time wasted in onboarding paperwork
- Billing, alerts, and follow-ups done manually
- No clear role separation for staff
Impact of These Problems
- Errors in data & reporting
- Missed alerts or client follow-ups
- Compliance stress during audits
- Slow onboarding of new clients
- Advisor spending time on operations instead of advice
The Solution (Overview)
What we built
One system. One dashboard. Full control.
Manage all clients & investments in one place
Automate onboarding & documentation
Track portfolios, profits, and billing
Control staff access with defined roles
Manage all clients & investments in one place
Compliance & Record Keeping
Why this matters
SEBI compliance requires accurate records
Audits demand clarity & history
How the software helps
Organized client & investment data
Easy retrieval of records
Structured documentation
Results After Using the Softwares
Faster onboarding
Reduced manual work
Centralized data
Better client servicing
How the software helps
Organized client & investment data
Organized client & investment data
Organized client & investment data
Organized client & investment data
Project Snapshots
Connect with us Let's Collaborate
Let's Collaborate
& Grow
Address
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FF 67-72 Aarya Empire
B/H Narayan Kathiyawadi Hotel,
Nr.Akshar Paradise, Atladara
Vadodara – 390012
Gujarat, India
