50+
Advisors Onboarded
10,000+
Client Records Consolidated
-55%
Approval Cycle Time
Background
Advisors were tracking client portfolios, commissions, and approvals across spreadsheets and email threads, creating compliance and visibility gaps.
Challenges
-
Complex Commission Structures
-
Multi-step Approval Governance
-
Family Network Data Modeling
Our Approach
1
Domain Modeling
Mapping clients, family networks, and corporate entities.
2
Investment & Insurance Book
Building the product and policy management modules.
3
Approval Workflow Engine
Configurable multi-step approval chains with audit logging.
4
Commission & Payroll Automation
Automated commission calculation and payslip generation.
