top of page

Open New Doors of
Digital Wealth

Wealthdoor
      CONNECT

4.png

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

Wealthdoor
      TRANSACT

5.png

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

Wealthdoor
      BUILD

6.png

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

Wealthdoor
      MODEL PORTFOLIOS

Add a subheading.png

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

12.png

Wealthdoor
Platform

88.png

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

88.png

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

88.png

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

88.png

A unified experience,

pre-equipped with essential, seamlessly integrated applications

88.png

Enhanced Client Engagement with Personalized & Scalable API Library

88.png

Empowering Advisors with Effortless End-to-End Automated Solutions

Engagement & Growth

Efficiency & Automation

Compliance

Security

Impact with Use of Wealthdoor

Infinity-Icon.png

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

Customer/Investor

bottom of page