Client onboarding
Onboard clients in minutes, not weeks.
Replace the back-and-forth of email attachments and WhatsApp PDFs with a single, structured onboarding flow that captures everything you need on day one.
Send a branded intake link
Clients fill in their KYC details, risk profile, goals and documents on a clean mobile-friendly form. Auto-saved as a new client record.
Document capture
Collect PAN, Aadhaar masked copies, bank proof and any other documents you require. Stored against the client with timestamps.
Activity trail from day one
Every form submission, document upload and status change is logged — useful for your own records and for any compliance review.
Convert leads without re-typing
Already had this prospect as a lead? Convert in one click — every note and document moves with them.