Empower and Educate your Customers to make informed financial decisions and easily track their finances in real-time…
Boost Customer satisfaction across branches
Empower and Educate your Customers to make informed financial decisions and easily track their finances in real-time…
Plug and Play offering to complement your platform
Empower and Educate your Customers to make informed financial decisions and easily track their finances in real-time…
Digitise your offering powered by Wealth Advice
Chatbot addresses user's wealth & tax queries in a personalized mode and transfers the chat to a human expert when asked for.
WealthTech Robo Financial Planning Platform is one of a kind wealth management platform which has the sole purpose of helping the user understand his/her wealth portfolio from a holistic perspective before making investment decisions.
WealthTech Robo Investment Platform is a one-stop shop for your customers who wants to invest digitally in any investment instrument and get a holistic view of their investment portfolio.
Data Security
All data that is provided as part of the financial planning activity is as sacrosanct to us as it is to you. Before this data travels over the network we ensure it is encrypted - information is converted into secret code that hides the information's true meaning and is unreadableAuthorized Access
Believing in ‘prevention is better than cure’, we have developed an exclusive role-based access control system that uses OTP i.e One Time Password and Captcha Code to prevent any unauthorized individual from accessing the information.Cloud Infrastructure
When it’s about the security of your vital information, we believe that ‘the more the better.’ So, we use none other than the best AWS Cloud infrastructure to host all our operations in order to further enshield your information from any incident of information leak or loss.Security Audited
We conduct regular security audit activities by renowned cyber security experts. Vulnerability Assessment and Penetration Testing are security measures which ensure our systems are protected against any cyber attacks.Secure a meeting
