Empowering The Financial Intermediary

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  • Market, Manage & Service like never before…

    We will provide all possible tools to grow your company and connect your customers to the next generation platform.

    We have dedicated all our resources to develop next generation platforms for financial intermediaries and continue to give full support to our clients.

    Our offerings include financial planning software,wealth management software,CRM,mutual fund and many more…

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  • Why Us?

    All our applications are integrated with one another ensuring data synchronisation across applications.

    We have ensured that a planner avoids mutliple data entry thereby becoming more effecient and effective. Only provider in India to provide a cloud based integrated Financial Planning software,mutual fund software,CRM,wealth management platform for all asset classes and financial planning at affordable price.

    Intergrated CRM will ensure client servicing and business developement across all asset classes

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  • What Clients Say

  • Some of the facts

  • 600+

    No Of Clients

  • 150+

    Number Of website Designed

  • 5000+

    Number of financial plan prepared with our application

  • 20+

    Number Of cities