Open New Doors of
Digital Wealth
Wealthdoor
CONNECT

A SaaS Robo-Advisory platform designed to streamline lead engagement, assess risk & recommend optimal asset allocations.
Wealthdoor
TRANSACT

A SaaS Robo-Advisory platform delivering comprehensive investment advice & executing orders through a fully automated workflow.

Wealthdoor
BUILD

A fully customized robust Robo-Advisory tech stack delivering detailed investment advice & automated, personalized order execution.
Wealthdoor
MODEL PORTFOLIOS

Meticulously developed through extensive research & advanced analytics, Our Model Portfolios offer personalized investment solutions & maximize tax benefits.

Wealthdoor
Platform

Customized Investment strategies with white-labelled, automated workflows for partners

A suite of Intelligent Model Portfolios build to support an advisor's unique investment management process

Goal-based Investment Reports in mins, Performance Monitoring with Risk Assessment in few clicks

A unified experience,
pre-equipped with essential, seamlessly integrated applications

Enhanced Client Engagement with Personalized & Scalable API Library

Empowering Advisors with Effortless End-to-End Automated Solutions
Engagement & Growth
Efficiency & Automation
Compliance
Security
Impact with Use of Wealthdoor

Customer Onboarding
Multiple options to implement KYC workflows and Bank account linking across solution providers.
Risk Assessment
Risk questionnaire aligned to regulatory requirements.
Risk scoring customizable to preferences of the enterprise.
Goal Based Investment
Comprehensive, configurable investment goals.
Portfolio Recommendation
Portfolios configurable across asset classes.
Automated matching of investor risk profile, investment goals and funding plan to recommended portfolios.
Scenario Analysis
Customizable What-If analysis with visualization to support investor decisions regarding changes in funding plans, goal amount or variations in portfolio performance.
Customer Dashboard
Configurable dashboard with usability aids for ease of use for the customer