Client portfolios, team performance, lead activity, and advisor metrics all on a single dashboard that updates in real time.
450+
Client Tracked
₹50 CR
AUM Monitored
30K
SIPs in View
Zero Manual
Reporting
Track total clients, AUM, and SIP value in real time with complete accuracy. Leadership always has access to a clear and current picture of the firm's financial position without relying on manual reports or fragmented data sources.
Every financial plan is mapped with clear, colour-coded progress indicators. Instantly identify what's active, delayed, or completed across investment strategy, asset allocation, and diversification without needing to ask your team.
Zippix tracks each team member's task and lead activity side by side. Managers get a clear, objective view of who's driving output and where support is needed without subjective check-ins.
Monitor Won, Lost, Forwarded, and Reopened leads with clarity and structure. Understand how your pipeline is evolving over time and where your firm stands in terms of growth, conversion, and future opportunities.
Analyse each advisor based on total clients handled, AUM contribution, and SIP value. Easily identify top performers, rebalance workloads, and make confident, data-backed decisions to improve overall team efficiency.
Team Performance
Measure what truly matters. See outcomes, not just activity.
Time Filtering
Switch views instantly. Stay aligned with your reporting cycle.
Drill-Down Navigation
Move from overview to detail in a single click. Access deeper insights without losing context or breaking your workflow.
Smart Search
Find advisors, clients, or projects in seconds. Skip the noise and get directly to what matters, even across large datasets.