Software for financial advisors and MF distributors in Mumbai

Mutual fund distributors, insurance advisors and wealth planners use our custom software to keep client portfolios by family, never miss a renewal or SIP date, reconcile commissions in minutes and share professional client reports.

Book a free consultationSee what's included

Client and portfolio management software, built around your practice

For mutual fund distributors, insurance advisors and wealth planners.

Business challenges

  • Client portfolios spread across spreadsheets
  • Renewals and SIP dates missed
  • Commission reconciliation takes days
  • Client reports prepared by hand

Modules we build

  • Client master & family grouping
  • Policy & investment tracker
  • Renewal & SIP reminders
  • Commission reconciliation
  • Client reports

Workflow improvement

  • No missed renewals
  • Commissions matched in minutes, not days
  • Professional reports ready for every review
Case study

Case study: renewals and SIPs tracked without a single spreadsheet

Mutual fund & insurance advisor · Dadar — An independent advisor managing investments and policies for several hundred client families.

Family-wise clientsMF + insurance
The situation

Portfolios were spread across spreadsheets, renewal dates were missed, and commission reconciliation took days every month.

What we built

Client master with family grouping, policy & investment tracker, renewal and SIP reminders, commission reconciliation and client reports.

The result
  • No missed renewals since go-live
  • Commissions matched in minutes instead of days
  • Review-ready family reports in one click

What's included

Six modules, set up around the way you onboard, service and report to client families. Start with the ones you need most.

Client master & family grouping

Each client with KYC details, nominees and contact information, grouped by family so you can review a household in one view.

Policy & investment tracker

Mutual funds, SIPs, life and health policies, FDs and other holdings recorded for every family member, with maturity and premium dates.

Renewal & SIP reminders

Premium renewals, SIP dates, maturities and birthdays listed in advance, with reminders to clients on WhatsApp, SMS or email.

Commission reconciliation

Import commission statements and match them with the business you placed, so missing or short-paid commissions stand out.

Client reports

Family-wise portfolio summaries on your letterhead, ready to print or share before every review meeting.

Tasks & service requests

Nominee changes, address updates and claim follow-ups logged as tasks with due dates, so no service request is forgotten.

How your practice runs on the system

Set up each family once, and the reminders, reconciliation and reports follow from it.

  1. Onboard the family

    Add the family, its members, nominees and KYC details once. Every policy and investment you record later sits under that household.

  2. Record holdings

    Enter or import policies, SIPs, FDs and other investments for each member, with premium, maturity and SIP dates.

  3. Remind before due dates

    Renewals, SIPs and maturities come up in advance on your dashboard, and clients get a reminder on WhatsApp, SMS or email.

  4. Reconcile & report

    Commission statements are matched every month, and family portfolio reports are ready on your letterhead before each review.

This week, sample view
Due this week12

Shah family
Term plan renewal · 14 Nov

Mehta family
SIP top-up

Reminder sent7

Patel family
LIC premium · 18 Nov

Rao family
FD maturity · 20 Nov

Overdue3

Desai family
Health policy · 5 days late

Iyer family
SIP mandate bounced

Done14

Kapoor family
SIP top-up done

Joshi family
Motor policy renewed

Commission statement for October has 4 unmatched entries.

Solutions behind this page

The advisor setup is built from these modules. Open any of them for full details.

Custom softwareFinance & GST reportingDashboards & automation

Frequently asked questions

About our software for financial advisors, MF distributors and insurance advisors. Have another question? Contact us.

It keeps clients, family groups, policies and investments in one system with renewal and SIP reminders, commission reconciliation and client reports, replacing scattered spreadsheets.

Yes. Clients are grouped into families, so you can see a household's complete policies and investments together and prepare family-wise review reports.

Renewal and SIP dates are tracked for every policy and investment, and you get reminders in advance so no renewal is missed.

Yes. Commission statements are matched against the business you have placed, so differences show up quickly and reconciliation takes minutes instead of days.

It is built around your workflow. We start from proven modules and adapt client fields, product types, reminders and report formats to how your practice works. We are based in Mumbai and also work with advisors across India online.

Yes. It runs in the browser on phones, tablets and computers, so you can open a family's portfolio in a meeting. Staff logins can be limited to what each person needs.

Yes. Client lists and holdings in Excel can be imported. We map your columns once so future imports are quick.

Yes. Reports are generated with your logo, name and contact details, ready to print or share as PDF.

Yes. Many advisors begin with the client master and renewal reminders, then add commission reconciliation and reports. Each module connects to the ones already in use.

Ready to stop missing renewals?

Book a free consultation. We'll map how you manage clients, renewals and commissions and show you the modules that fit your practice.

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