Smartleaf
If you’re a wealth advisor, we enable you to manage every portfolio as if it were your only portfolio, with a level of customization and tax management that was once the exclusive preserve of the ultra-wealthy. Review every account, every day, for tax management opportunities. This includes tax-loss harvesting, the short-to-long term gains deferral, permanent gains deferral, tax-sensitive transition. Adjust the tax management preferences for each client based on their tax rates and set a tax budget. At the account and household level, add any level of customization on the target asset allocation they are following. Allocation weights, product mix, sector and security restrictions, and social screens. Have the ability to customize for specific client requests. Say yes to tax management and social screens. Proactive, not reactive. We work with you to automate your workflow to match your practice and support your growth.
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Basil
Basil is an intuitive and feature-rich portfolio tracker and investment research app designed to serve both novice investors and seasoned finance professionals. At its core, Basil is equipped with robust tools to monitor and manage investment portfolios, offering a seamless and dynamic user experience that demystifies the complexities of financial markets.
Portfolio Tracking:
Basil provides real-time data and analytics on users' investment portfolios. It offers a comprehensive dashboard that displays asset allocation, investment performance, and historical growth. Users can track stocks, bonds, mutual funds, ETFs, and other securities, all updated continuously with market data. Customizable alerts keep users informed of significant changes and opportunities in their portfolio.
Investment Research:
In addition to tracking features, Basil serves as a powerful research tool. It aggregates financial news, market data, and in-depth analysis, giving users access advanced statistics.
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Backstop
Backstop provides the industry's leading productivity software suite for investment managers and institutional asset owners. Tailor-made for foundations, investment consultants, family offices, funds of funds, endowments, pensions, hedge funds, and private equity firms, Backstop brings the best-in-class, cloud-based productivity tools to help asset managers and allocators better raise and retain capital, perform research and portfolio management, and serve their key stakeholders efficiently and seamlessly. Core products include Backstop CRM, Backstop IR, Backstop Research, Backstop Portfolio, Backstop Portal, Backstop Accounting - Investor, Backstop Accounting - Portfolio, and Backstop Mobile.
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Wealth Elite
Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research.
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