Exceptional relationships.
A clearer perspective.

Give advisors a single view of their clients, portfolios, and daily priorities.

• Assets under advisory, client count, and capital inflows
• Portfolio performance with selectable chart periods
• Investment strategy mix and daily action queue
• Opening and closing FX snapshot

Next: Connect firm-scoped portfolio data, valuation history, and authoritative FX feeds.

Organize clients across India, the US, Europe, and the Middle East.

• Search clients by name, email, or location
• Filter by client region
• Create a sample client and review their profile
• View portfolio value, return, KYC status, and meeting brief

Next: Persist records in Supabase and implement advisor permissions, ownership, and audit history.

Track investment dates, current values, and projected carrying values.

• Investment dates, paid-in amounts, and carrying values
• 6-, 12-, and 24-month projection scenarios
• Visible annual growth assumptions and formula
• Foreign exchange opening and closing rate cards

Next: Connect investment records and dated valuations; review projection assumptions with the practice.

Automate reminders for payments, KYC collection, and compliance obligations.

• Payment, KYC, review, and compliance task queue
• Illustrative reminder cadence for each workflow
• Editable email preview and draft approval action
• Mark tasks complete and pause demo automation

Next: Implement scheduled jobs, email delivery, retries, audit logs, and firm-approved obligation rules.

Keep statements and verification documents connected to each client.

• Client-linked document list and document types
• Available, awaiting upload, and review statuses
• Download a sample investment statement
• Select a local demo document filename

Next: Add private Supabase Storage, secure access policies, file validation, and review workflows.

Make portfolio and operational information easy to review and export.

• Client portfolio overview CSV
• Outstanding obligations CSV
• Opening and closing forex snapshot CSV
• Exports generated from the current demo records

Next: Generate authenticated statements, approved templates, and period-specific reporting.

Explore where voice assistance can reduce preparation and follow-up work.

• Client meeting preparation brief
• Sample portfolio summary
• KYC follow-up draft
• Browser read-aloud of scripted responses

Next: Integrate consented voice capture and AI grounded in authorized records, with advisor review.

Let clients see their own investment position and upcoming actions.

• Portfolio value, paid-in capital, and unrealized gain
• Total unfunded commitment and latest valuation date
• INR, USD, EUR, AED, and GBP display currencies
• Payment and KYC prompts, history, and statement download

Next: Add secure client authentication and enforce ownership for every record and download.

Show each investment’s date, commitment, current value, and remaining funding.

• Investment name, strategy, and investment date
• Committed, paid-in, current, and unfunded amounts
• Downloadable investment history
• Clearly separated 6-, 12-, and 24-month scenarios

Next: Connect approved client investment records and historical valuations; validate projection logic.

Provide investment history and a clear process for upcoming capital calls.

• Dated contribution history with original INR amounts
• Activity filters and transaction CSV export
• Capital-call amount, due date, reference, and demo notice
• Payment reference and optional receipt selection

Next: Add verified payment instructions, secure receipt uploads, and advisor-led reconciliation.

Give clients one place for document requests, verification, and statements.

• Identity and tax verification checklist
• Annual address refresh request and due date
• PDF, PNG, and JPG selection with a 5 MB limit
• Demo review status and statement / document downloads

Next: Implement secure uploads, document expiry rules, review decisions, and client notifications.

Explain foreign-currency equivalents and separate investment growth from FX movement.

• Two-way currency calculator and currency swap
• Opening and closing rates with session changes
• Dated illustrative rate source
• Separate investment-gain and currency-impact example

Next: License live / historical FX data and store actual transaction rates, fees, and conversion dates.

Help clients contact their advisor and request a portfolio review.

• Dedicated advisor profile and sample contact details
• Portfolio, payment, objectives, and support meeting topics
• IST-labeled meeting slots and request cancellation
• Local message drafting and saved-message preview

Next: Connect calendars, advisor availability, messaging delivery, and request notifications.

Offer simple explanations of portfolio information and next actions.

• Explain the client’s own sample portfolio
• Summarize payment and document actions
• Explain how currency conversion works
• Read scripted answers aloud

Next: Add permission-aware AI and consented voice; keep investment decisions with the advisor.