Goal Tracking Reports you’ll be proud of

A definitive tool for you to retain & increase AUM. Let your clients focus on achieving goals rather than returns.

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Why choose Us?

Multi Asset Portfolio Report


One window view of all your clients' assets. Right from Mutual Funds to Stocks, Fixed/Recurring Deposits, Insurance Policies, PPF, NSC, Tax Free bonds etc.

Why choose Us?

Supports all R&Ts


We’ve done the hard work. We support Feeds from R&Ts like CAMS, Karvy, Franklin Templeton, Sundaram as well as that of national distributors like NJ and Prudent.

Why choose Us?

Better, simpler, easier on the eyes

No more gazing through reports with tons of data points. We know what your clients want to see. We promise, they will like what they see.

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Seamless onboarding of your clients

We know if you are an established advisor you’ll be having tons of clients. We’ve made sure you will be able to get them on our platform in a snap.

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