Notes on running a registered research or advisory business: onboarding and KYC, the agreements you have to be able to defend, communication that leaves a record, white labelling, and where the repetitive work actually goes.
These entries are clear placeholders for the next content phase. They give the site a maintainable structure for future long-form articles without publishing thin or misleading content.
What to ask any Research Analyst software vendor before you sign: onboarding, delivery, the research record, your brand, the whole monthly cost, and how to test each one in a demo.
Open resourceThe steps a registered Research Analyst has to be able to evidence when onboarding a client, what each one is for, and where most desks lose time.
Open resourceAdvisory relationships run for years, which changes what onboarding has to produce. A practical look at building a client record that is still useful in year three.
Open resourceWhy checking a PAN against the KRA record at the point of entry removes a whole category of delay, and what a good verification step looks like.
Open resourceAny system can capture a signature. What matters is what surrounds it — reading evidence, identity, timing and a hash of the document actually signed.
Open resourceWhatsApp groups are where most advisory communication happens and where none of it is recorded. What changes when the same channel carries a delivery record.
Open resourceA logo in the corner is not white labelling. What to check before believing a platform when it says your clients will never see it.
Open resourceThese pages are live, indexable and connected to the resource architecture.
Onboarding, communication, document, payment and reporting workflows for Research Analysts and Investment Advisers.
Explore RA SoftwareLaunch a branded client experience with advisory onboarding, portal access, WhatsApp workflows and audit trail.
See White-Label PlatformConnect WhatsApp communication, client records, operational actions and reporting into a structured workflow layer.
View Client PortalA walkthrough takes about thirty minutes: onboarding and a signed agreement, a live publish, a portfolio rebalance, and the records behind them — with your first month costed on the spot.