Technology Solutions for Fiduciary Advisors
Future-proof your advisory business with integrated tools, automation, and secure systems designed to deliver efficiency, compliance, and a world-class client experience.
We help you choose, integrate, and optimize technology solutions that elevate every aspect of your fiduciary advisory firm. From CRM and portfolio systems to automation, analytics, cybersecurity, and client portals, we ensure your tech stack works seamlessly to save time, enhance accuracy, and scale your impact.
CRM Selection & Customization
- Zoho, Salesforce, and custom CRM tailoring
- Workflow automation and integration
- Client relationship tracking and management
Portfolio Management & Client Portals
- Integrated portfolio reporting
- Secure client portal access with real-time updates
- Workflow automation linked to client accounts
AI & Workflow Automation
- AI-driven insights and compliance monitoring
- Automated client onboarding and e-KYC
- Task and approval automation
Secure Cloud & Cybersecurity
- SEBI-compliant secure data storage
- Cybersecurity risk assessments and advisory
- Data privacy and backup solutions
Cross-Tool Integration
- Seamless connection between CRM, planning, risk, and billing systems
- Custom API integration and synchronization
- Data flow management for accuracy
Digital Onboarding & e-KYC
- Effortless client onboarding experiences
- Regulatory-compliant electronic KYC processing
- Paperless documentation capture
Managed IT Services
- Proactive IT infrastructure monitoring and management
- Helpdesk and technical support for advisors
- Cloud services management and security
- Disaster recovery and business continuity planning
Fractional CTO
- Strategic technology leadership on-demand
- Technology roadmap planning & execution
- Vendor selection and management support
- IT governance and risk management advisory