Multi-Asset investment Execution integration
Let your client invest in various instruments, or schedule it for them.
Multi-Asset investment Execution integration
Let your client invest in various instruments, or schedule it for them.
Advisors need to interact with multiple demats and platforms to help clients make their investments.
We automate the investment process end to end
Benefit from end to end solution that addresses investment planning, execution and tracking all in one platform end to end.
Multi-Asset investment
System integrates with more than 40 Asset Management Companies for mutual funds. It also integrates with 14 demat account operators for placing stock orders. More in pipeline.
Mutual Fund Support
Explore, Search, Compare, Filter, Sort across thousands of schemes on various parameters; launch New Fund Offerings and Instant Redemption. Place Lumpsum & SIP, STP, SWP, Redeem, Switch  orders with live transaction integration with 40+ AMCs.
Equity Support
Setup plans for direct equity / stocks in various modes (eg: SIP, Lumpsum, Staggered Lumpsum) with system reminders and execution tracking. Configure your own Direct Equity Stock Baskets: View baskets, Invest (Buy/Sell/Rebalance) with live integration with 14 brokers.