Renewals do not depend on remembering
Reminders daily from seven days before expiry, and a configurable win-back run for clients who have already lapsed.
For an investment advisory business
One record per client, from the first enquiry to the last renewal
An advisory relationship is long. The problem is never a single screen — it is that the agreement lives in a mailbox, the payment in a gateway dashboard, the recommendation in a chat and the client's history in somebody's memory. Here they are one record.
One client recordverification, agreement, plan, payments, history
Your own sequencethe steps run in the order your practice uses
Nothing lost to memoryevery action carries who, what and when
Registered Investment Adviser? Online sign-up is for Research Analysts today — we set an adviser practice up ourselves.Talk to us
One client, one record
Anand KulkarniClient since March · two plans · one portfolio
PAN verified against the official recordDone
Agreement signed · certificate filedDone
Four payments · your invoice seriesReconciled
Portfolio holdings & ledgerCurrent
62 messages delivered, 4 channelsOn record
Plan ends in 11 daysReminders running
Nothing on this list lives in a mailbox, a gateway dashboard or anyone's memory. It is one record, and your client sees their own version of it in your portal.
Step by step
How it actually works
No step here is a diagram. Each one is a screen, and each one leaves a record.
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The enquiry becomes a record, not a note
Whoever arrives — from your site, a webinar or a referral code belonging to one of your staff — exists on one list with a note field, a next-follow-up date and a not-interested flag.
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Verification and the agreement happen once, properly
PAN against the official KRA record, the agreement and Investor Charter read and signed, and a certificate that records how long each document was actually read. Filed against the client, not emailed and forgotten.
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The plan, the payment and the invoice are the same event
Your gateway, your merchant account, your invoice series, your GST treatment. The fee cap is checked before payment starts. Pending payments that actually succeeded are re-checked against the gateway every ten minutes for a week.
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What you deliver is delivered, and recorded
Recommendations, model portfolios, reports on request, courses and webinars — to the clients entitled to each, on their own channels, with a delivery record per message.
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The relationship is visible without asking anyone
What they hold, what they have paid, when their plan ends, where their documents are, and what your team has done on the account. Your client sees their own version of it in your portal.
In detail
What comes with it
The long-relationship problems
These are the ones that only show up in year two, and they are the expensive ones.
Refunds at line level
A refund desk that tracks what was returned against which line of which invoice, rather than a note in a spreadsheet.
Your team, scoped
Screen-level access per person, strategy-level access on research, a full activity log and instant deactivation.
A statement that reconciles
For model portfolio clients, the holdings and returns your client sees come from the same ledger you see — weighted-average cost, with history.
Their channels, your identity
WhatsApp on your own number, your Telegram, your mailbox — with marketing on a separate pipe so a campaign can never delay an agreement.
Documents that survive
Signed agreements archived and regenerated automatically if a render ever fails.
The numbers
Figures we can stand behind
- 1record per client, instead of four places to look
- 4payment gateways, on your own merchant account
- 7 dayshow long a pending payment keeps being re-checked
- 17portal themes, light and dark
Questions
The things people ask us about this
We already have a CRM. Does this replace it?
Only if you want it to. What a CRM cannot do is verify a PAN against the official record, produce a signed agreement with reading evidence, stop a payment that would breach the fee cap, or prove a recommendation was delivered. Keep the CRM and use this for those.
Can the onboarding steps run in our order?
Yes. Each step is individually switchable and the sequence is yours. Some practices take payment first; others will not show a plan until the agreement is signed.
Whose payment gateway is used?
Yours, under your own merchant account, so the transaction charge stays between you and your gateway. Nothing routes through an OptumFlex account and we never hold client money.
What do the clients see?
Your portal, on your domain, in one of seventeen themes: their plan, their documents, their payments, their holdings where relevant, and whatever you choose to show them. Each figure is switchable.
Next
This is one of five things you can sell
All of them on one checkout, one invoice and one set of clients.