Equisigma

Robo-Advisors & Wealth Management

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The SaaS provides a extensive, white-label SaaS solution designed to enable registered research analysts and investment advisers to establish fully compliant digital advisory services efficiently. Its key features include automated eKYC verification, integration with SEBI-approved KRA directories for real-time client onboarding, digital signatures for paperless agreements, automated billing and invoicing with tax compliance, secure research library management, and real-time communication through messaging APIs, thereby addressing regulatory compliance, operational automation, client onboarding, and seamless digital delivery for financial advisory firms. This platform is tailored for licensed financial advisors, research analysts, and advisory firms seeking to launch or improve SEBI-compliant digital advisory operations with minimal setup time and solid regulatory adherence.

Equisigma can be found in Robo-Advisors & Wealth Management categories.

The most similar products to Equisigma are:

Cascade Verified profile Promoted → Digital Wealth Solutions → Complii → Saturn → GoalsMapper →

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Details

Equisigma Main Features

• Admin Dashboard
  Provides detailed control over clients, leads, discounts, and research activities.
• Research Library
  Securely publish reports and investment advice behind a subscription paywall.
• Subscriber Portal
  Clients can view and access their accounts using a special online portal.
• Billing and Invoicing
  It automatically generates bills, tracks payments, and manages taxes like GST.
• SEBI eKYC Integration
  It connects with official SEBI-approved systems for client verification.
• Telegram Delivery API
  It can send updates and recommendations instantly through private Telegram channels.
• White-Label SaaS Suite
  This software can be branded with your company's name and used online.
• SEBI Compliance Platform
  It helps you start a SEBI-compliant advisory platform quickly and easily.
• Enterprise-Grade Features
  The SaaS offers powerful tools to run a complete digital advisory service.
• Customer Onboarding Process
  It guides new clients through the registration process and checks their details.
• Digital Signature with NSDL
  Clients can sign documents online securely with instant proof and PDF receipts.
• Real-Time Client Verification
  It verifies client details like PAN and Aadhaar instantly during onboarding.
• Automates eKYC and Digital Signatures
  It automatically handles client verification and electronic signing of documents.

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