From basic profiles to demat accounts, banking details to family relationships Zippix gives your advisors a complete, structured view of every client without digging through files or asking twice.
HDFC Bank
IN123456789
ICICI Bank
IN987654321
Axis Bank
IN112233445
State Bank of India
IN223344556
Total Clients
Complete
1Total AUM
Family-Level
2Total SIP
Instant
3Total SIPs
Zero Missing
4Ravi Kumar
Aisha Patel
Jamal Khan
Complete
Client Profiles
Family-Level
Visibility
Instant
Add & Edit
Zero Missing
Information
Get a structured view of every client, including type, family relationships, and associated financial data. Quickly search, filter, or browse records everything is connected and easy to access from a single place.
Capture and organise both individual and family-level data with clarity. Identify cross-sell opportunities, track shared financial goals, and ensure every relationship is managed with full context.
A step-by-step onboarding flow ensures all required data is captured accurately. From personal details to financial inputs, everything is structured eliminating gaps, errors, and unnecessary follow-ups.
Store essential information such as name, contact details, date of birth, and PAN. This forms the foundation of every profile, ensuring consistency and reliability across your system.
Maintain residential and registered addresses with clear classification. Ensure all communication, compliance, and documentation is aligned with the correct and verified location data.
Store demat account numbers, depository details, and linked DP IDs securely. Keep everything readily available within the client profile for faster execution and seamless access.
Capture bank names, account numbers, IFSC codes, and related details in one place. Ensure quick access for transactions, SIP setups, and payment-related processes.
Record risk appetite, financial goals, portfolio details, and advisor notes. Equip your team with the insights needed to make informed and confident investment decisions.
Capture custom information beyond standard fields to suit your workflow. Adapt the system to your business needs without compromising structure or consistency.
View all details from profile and investments to documents and activity in a single interface. No switching tabs, no missing data, just a complete and organised client overview.
Ravi Kumar
Aisha Patel
Jamal Khan
Identify who leads each household. Manage relationships with full clarity.
Lead Analytics
This WeekWon Leads
80
Lost Leads
12
Forwarded Leads
26
Segment clients by type. Keep your portfolio structured and clear.
Standardize how your team captures client data. Guided multi-step forms ensure consistency across every advisor. No missing details, no variations just a unified process.
Clients : 145
SIP
Rs 0,000
Clients : 165
SIP
Rs 0,000
Clients : 152
SIP
Rs 0,000
Clients : 175
SIP
Rs 0,000
Aria Patel
Investment Consultant
Total AUM
Rs 2,50,000
Total SIP
Rs 20,000
Karan Mehta
Investment Consultant
Total AUM
Rs 3,80,000
Total SIP
Rs 28,000
Nisha Reddy
Investment Consultant
Total AUM
Rs 2,10,000
Total SIP
Rs 19,500
Rajesh Verma
Investment Consultant
Total AUM
Rs 3,60,000
Total SIP
Rs 24,000
Priya Nair
Investment Consultant
Total AUM
Rs 2,30,000
Total SIP
Rs 19,800
Amit Desai
Investment Consultant
Total AUM
Rs 3,40,000
Total SIP
Rs 22,000
Access full client records in a single click. Move from list to detail instantly without delays. Stay focused during every client interaction.