1
Plan every client deliverable with structure.
Create projects for financial planning, onboarding, servicing, reviews, and internal workflows with clear tasks, owners, dates, and priorities.
Keep every project and task moving.
Plan advisory work, assign responsibility, track deadlines, and give managers a clear view of execution across the firm.
O
Open Tasks
80
D
Delayed
12
I
In Review
26
C
Completed
18
+
Task Status
Total Clients
900+
1Total AUM
120+
2Total SIP
4 Views
3Total SIPs
Zero Missed Work
4
+
Project Summary
Ravi Kumar
Aisha Patel
Jamal Khan
+
Team Workload
900+
Tasks Managed
120+
Projects Tracked
4 Views
Zero Missed Work
Workflow clarity for every advisory process
2
Know what is active, delayed, or done.
Color-coded project and task statuses make it easy to identify blockers before clients or managers need to chase updates.
3
Keep team accountability visible.
See workload, pending actions, completed tasks, and follow-up responsibility across every advisor and operations member.
4
Move work through repeatable workflows.
Standardize recurring advisory processes so teams follow the same steps for onboarding, portfolio reviews, service requests, and documentation.
5
Give managers one view of execution.
Review priorities, ownership, ageing, deadlines, and output without switching between chat, task lists, and manual trackers.
Everything you need to manage work without follow-ups.
Ravi Kumar
Aisha Patel
Jamal Khan
Team Workload
See what each team member owns and where work is piling up.
Lead Analytics
This Week W
→
Won Leads
80
L
→
Lost Leads
12
F
→
Forwarded Leads
26
Due Date Filters
Focus on today, overdue, upcoming, or completed work.
Family Head
RM Change
Operation Manager
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Arjun Sharma
Dev Singh
Priya Patel
Riya Kapoor
Task Drill-Down
Move from project overview into comments, attachments, owners, and activity.
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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
Smart Search
Find tasks, projects, clients, owners, and statuses without digging.