Powered by a built-in AI Agent, the platform delivers intelligent automation and personalized investor engagement across the SIP lifecycle:
SIP scheduling, risk profiling, mandate management, performance analytics.
Intuitive and secure portal for investors to register, assess, create, track, and manage their SIPs with real-time performance and support access.
Advanced back-office modules for managing investor records, compliance checks, SIP processing, payment reconciliation, and audit readiness.
Fully digital process for onboarding and SIP initiation—review applications, validate KYC/AML, and configure auto-debit/payment schedules.
Enable brokers and authorized persons (APs) to manage their investor base, track commissions, view SIP performance, and submit applications on behalf of clients.
Granular role-based access and permissions across all user groups—investors, brokers, back-office users, and platform admins.
Send automated notifications for payment reminders, SIP execution status, NAV updates, KYC expiry, investment maturity, and more via email/SMS/push.
Comprehensive reporting for investors, brokers, regulators, and platform admins. Includes SIP summary, transaction history, allocation status, and exceptions.
Secure integration with multiple banks for recurring SIP debits, bank transfers, and direct refunds. Reconcile payments in real-time.
Integrated with stock exchanges and broker platforms for trade execution, confirmation, and settlement of SIP-related investments.
Built-in integrations with AML databases, KYC registries, and risk scoring APIs ensure every transaction meets compliance and suitability standards.
Promotes disciplined investing, offers investors control and transparency.
Deliver personalized, frictionless, and compliant journeys that reduce onboarding time, increase conversion, and improve investor trust.
From onboarding and plan setup to trade execution and ongoing payments, everything is automated, tracked, and auditable.
Equip brokers, distributors, and fintech partners with tools to manage SIP campaigns, track client activity, and meet performance targets.
Built to handle high-volume SIP activity with bank-grade security, multi-tenant architecture, and regulatory readiness for any jurisdiction.
Eliminate manual processes and silos, manage the full SIP cycle across product setup, investor support, fund routing, and post-trade operations.
Schedule a personalized demo or request a product brochure to see how our SIP Management Platform transforms the investment experience for your clients and partners.
