Our Solutions
Purpose-built platforms for financial operations
Platforms Built for Financial Operations
Purpose-built platforms for core financial transaction workflows, with deeper product detail available on the solutions page.
Integration Ready
BSE & NSE Exchange Platforms
Mutual Fund Transaction Platform
BSE StAR MF 2.0 & NSE MF Invest Ready
End-to-end digital MF transaction platform with native BSE StAR MF 2.0 and NSE MF Invest API integration, covering the full investor lifecycle from onboarding to redemption.
- SIP, STP, SWP & lump sum transaction lifecycle
- ARN, distributor hierarchy & sub-broker management
- Investor KYC, folio management & onboarding flows
- RTA sync, payment gateway reconciliation & MIS
IPO & Distribution Platform
BSE & NSE Bidding with ASBA / UPI
Responsive transactional platform for IPO, SME IPO, FPO, NCD, Bonds, REIT and InVIT with ASBA and UPI-based bidding across BSE and NSE exchanges.
- Online IPO applications, retail, NII & QIB categories
- ASBA & UPI payment-based bidding on BSE and NSE
- NCD, Bonds, REIT & InVIT subscription workflows
- Allotment tracking, refund status & investor updates
Back Office Automation
Reconciliation, MIS & Payout Processing
Automated back-office workflows for financial operations, eliminating manual reconciliation, reducing errors, and giving operations teams real-time visibility into transaction status.
- Daily reconciliation against BSE, NSE, RTA & payment gateways
- Brokerage calculation & distributor payout processing
- Exception monitoring with configurable alert rules
- MIS reports, transaction, holdings, AUM & revenue
Advisor & Distributor Platform
Role-Based Access Across the Distribution Hierarchy
Purpose-built dashboards for relationship managers, advisors, and distributors, with full client visibility, transaction tracking, and business performance reports segmented by hierarchy.
- RM & advisor dashboards with client-level drill-down
- Branch, region & national hierarchy access controls
- Client portfolio views, holdings, transactions, SIPs
- Business reports, AUM, revenue, top clients & flows
Portfolio & Reporting Visibility
Multi-Asset Portfolio Reporting Across All Products
Unified portfolio view across Mutual Funds, PMS, AIF, Bonds, Equity, FD, NCD and IPO investments, giving investors and advisors a consolidated picture of wealth.
Multi-Asset Portfolio
Consolidated view across MF, PMS, AIF, Bonds, FD & more
Performance Reports
XIRR, absolute returns, benchmark comparison & analytics
Client & RM Views
Segmented views for investor self-service and RM oversight
Holdings Summary
Real-time holding statements with cost vs. market value
Capital Gains Reports
Short & long-term gain statements for tax compliance
Custom MIS
Configurable report builder for ops, compliance & management
Not sure which platform fits your needs?
Talk to our team, we'll map the right solution to your business workflow.