Equisigma

智能投顾与财富管理

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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 可以在以下位置找到： Robo-Advisors & Wealth Management 类别。

与 Equisigma 最相似的产品有：

Cascade 已验证资料 晋升 → Digital Wealth Solutions → Complii → Saturn → GoalsMapper →

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细节

Equisigma 主要特点

• 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.

徽章

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Equisigma 替代品

Cascade

已验证资料

晋升

This software solution streamlines anti-money laundering (AML) and know your ...

Digital Wealth Solutions

A comprehensive digital platform designed to enhance client engagement, strea...

Complii

This platform provides a comprehensive suite of digital tools and modules des...

Saturn

This platform enhances the operational efficiency of advisory firms by stream...

GoalsMapper

This digital platform streamlines the financial advisory process by providing...

Dynamic Planner

A comprehensive digital advice platform streamlines the financial planning pr...

FEfundinfo

This platform provides comprehensive solutions for investment management, wea...

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