Core Features
7 Report Types
Generate comprehensive reports for retirement planning, education planning, insurance needs, tax planning, estate planning, investment analysis, and goal-based planning.
Financial Calculators
Interactive calculators for SIP, lumpsum, retirement corpus, education planning, and more. Embed them on your website as lead magnets.
AI-Powered Insights
Get intelligent recommendations and insights powered by advanced AI algorithms tailored to each client's unique situation.
Analytics Dashboard
Track your practice growth, client engagement, report generation trends, and revenue metrics in real-time.
Lead Management
Capture leads through interactive tools and quizzes. Manage and nurture them through your sales funnel.
Professional PDFs
Generate beautifully designed, branded PDF reports that you can share with clients or download for offline use.
Advanced Capabilities
Multi-Language Support
Serve clients in their preferred language with support for English, Hindi, and more languages coming soon.
Bank-Grade Security
Your data is protected with enterprise-level encryption, secure authentication, and regular security audits.
Affiliate Program
Earn recurring commissions by referring other advisors. Track your referrals and earnings in real-time.
Email Integration
Automated email notifications for report generation, subscription updates, and client communications.
Role-Based Access
Control who can access what with granular permission settings for team members and clients.
Mobile Responsive
Access your dashboard and generate reports from any device - desktop, tablet, or smartphone.
Comprehensive Report Types
Each report type is designed to address specific client needs with detailed analysis, projections, and actionable recommendations.
Retirement Planning
Calculate retirement corpus needs, analyze current savings, project future value, and provide gap analysis with actionable recommendations.
Education Planning
Plan for children's education with inflation-adjusted cost projections, investment strategies, and milestone tracking.
Insurance Needs Analysis
Comprehensive life, health, and general insurance needs assessment based on family situation and financial goals.
Tax Planning
Optimize tax liability with detailed analysis of current tax situation and recommendations for tax-saving investments.
Estate Planning
Wealth transfer strategies, succession planning, and estate tax optimization for high-net-worth clients.
Investment Analysis
Portfolio review, asset allocation recommendations, and risk-adjusted return analysis.
Goal-Based Planning
Custom goal planning for any financial objective - home purchase, vacation, business startup, or any other goal.
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