Let’s connect to create seamless and world class softwares

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Features

WealthScape

WealthScape enables stockbroker, RIA, AMC or NBFC to build powerful &
innovative products with our in-built APIs

WealthScape analytics showcasing dynamic dashboards with portfolio insights.

Extensive Coverage of Financial Assets

Integrate with AA and MFCentral for consented financial data—Mutual Funds, banks, equities, and more—enabling complete portfolio management in one place.

Data Enrichment

Cleanse, categorize, and enhance transaction data with LLM powered categorization engine, Prism and market data providers for intelligent customer profiling and advanced analytics

ChartDeposit Insights
GridSpend Analysis
ChartEquity insights
GridPortfolio breakdown
ChartMutual Fund insights
GridFund performance
Search
Personalized customer recommendations based on financial behavior powered by WealthScape.

AI & ML powered Data Insights

Transform raw data into actionable insights with our advanced AI and ML capabilities. By integrating multiple data sources and applying enrichment layers, we deliver deep, contextual insights to help you innovate, optimize operations, and build game changing products

Your SIP Payment is Coming Up Soon!

Make sure your account is funded to keep your investments on track.

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Drive Engagement

Deliver personalized customer experiences by identifying products adaptive to each customer financial behavior over time

Congrats on your raise! Time to grow your investments

We noticed an increase in your salary-congratulations! Now could be the perfect opportunity to boost your investments.

Revenue growth opportunities through data-driven cross-sell and upsell nudges.

AI & ML-Powered Cross Sell Engine

Leveraging data-driven nudges and cohort analysis to identify optimal moments for cross-selling and upselling, to enhance revenue opportunities

Let’s build the future of finance together
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