Transform Portfolio Reviews from Telling to Discovering
Turn real-time CAS holdings into powerful financial storytelling
Real-Time Data
Live CAS holdings from MFCentral
Interactive Stories
Engaging financial narratives
Advisor Dashboard
Where the journey begins
Why Interactive Portfolio Experience?
Transform static portfolio reviews into dynamic, client-driven discoveries
Real-Time CAS Data
Live holdings from MFCentral ensure your clients see their actual portfolio, updated instantly.
Interactive Financial Storytelling
Turn numbers into narratives that clients understand and engage with naturally.
Clients Self-Identify Needs
Guide clients to discover their own financial priorities through interactive exploration.
Arrive Pre-Convinced
Clients come to meetings already understanding their portfolio and ready to act.
Ready to Transform Your Client Meetings?
Join hundreds of advisors who've revolutionized their portfolio reviews
Bank-Grade Security & Compliance
Your data is protected with the same standards used by major financial institutions
256-bit Encryption
All data is encrypted using military-grade AES-256 encryption, ensuring your information remains secure at all times.
Secure OTP Authentication
Instant OTP verification with 30-second expiry and anti-replay protection for maximum account security.
SEBI Compliant
Fully compliant with SEBI regulations and guidelines for investment advisors and portfolio management services.
SOC 2 Type II Certified
Annual third-party audits ensure we meet the highest standards for security, availability, and confidentiality.
Security Certifications
Independently verified and certified
ISO 27001
Certified
SOC 2
Type II
Trusted by Leading Financial Institutions
Works seamlessly with all major fund houses & banks
Real-time data from 50+ financial institutions
Fully regulated and compliant with all security standards
256-bit encryption and secure OTP authentication