TatvaCRM

TatvaCRM

Tatva Fintech Private Limited
+
+

Related Products

  • LendingPad
    302 Ratings
    Visit Website
  • Mortgage Automator
    192 Ratings
    Visit Website
  • LoanPro
    144 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • DXcharts
    28 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Bryt Software
    19 Ratings
    Visit Website
  • TradingView Stock Widgets
    16 Ratings
    Visit Website
  • Float
    3,717 Ratings
    Visit Website

About

ORTEX is a comprehensive financial analytics platform that provides real-time data and analysis to empower investors and traders to make informed decisions. The platform offers a wide array of data, including short interest sourced from a vast pool of agent lenders, prime brokers, and broker-dealers, delivering intra-day and historical metrics such as days to cover, shares on loan, utilization rate, cost of borrow, and free float on loan. ORTEX brings you the most timely and accurate Short-interest data available. ORTEX short interest data is sourced from the world's largest combined pool of agent lenders, prime brokers, and broker-dealers who submit their inventory. ORTEX provides intra-day and historical data for days to cover, shares on loan, utilization rate, cost of borrowing, and free-float on loan. ORTEX also provides all relevant US exchange data and relevant institutional short holdings flags so users can access all the information available in one place.

About

TatvaCRM is a CRM built for India's BFSI sector — NBFCs, DSAs (Direct Selling Agents), insurance agents, and debt advisory firms — plus SMBs in sales, agencies, and manufacturing. What sets it apart from generic CRMs: Loan-file data model built for loan origination, not a retrofitted deal pipeline Multi-lender applications — one applicant, many loan files across banks/NBFCs DSA network management — sub-agent hierarchies, commission splits, payout grids Insurance renewal calendar with automated reminders Schema-per-tenant PostgreSQL isolation for each customer DPDP-compliant by design INR-native pricing, no minimum seats Free forever for small teams — no card, no trial expiry Standard modules: contacts, companies, deals, leads, tasks, activities, custom fields, custom pipelines, role-based access, bulk import/export, email integration, file uploads. Built in Pune by Tatva Fintech Private Limited, founded by Anil Agarwal, a CA with 15+ years in BFSI advisory.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone looking for a solution offering stock data and analysis to improve their operations

Audience

Indian BFSI businesses — NBFCs, DSAs, insurance agents, debt advisors plus SMBs and general sales teams in agencies, manufacturing, and real estate needing an everyday CRM.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$0
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ORTEX
United Kingdom
public.ortex.com

Company Information

Tatva Fintech Private Limited
Founded: 2025
India
tatvacrm.com

Alternatives

Genesis

Genesis

Genesis Global Trading

Alternatives

CloudNBFC

CloudNBFC

WebCuits IT & Media Solutions
Loan Blaster

Loan Blaster

NBFC Software
Lender Optimus

Lender Optimus

Lender Software Solutions
Jocata GRID

Jocata GRID

Jocata Financial Advisory & Technology
TrueFi

TrueFi

TrustToken
FinAccSaas

FinAccSaas

FinAcc Technologies

Categories

Categories

CRM

Integrations

No info available.

Integrations

No info available.
Claim ORTEX and update features and information
Claim ORTEX and update features and information
Claim TatvaCRM and update features and information
Claim TatvaCRM and update features and information