Automate Client
Wealth Management & Reporting
Reduce manual work, eliminate errors, and deliver higher value to your clients.
Free to use upto 31/03/2026
ArthYaan Solution
Problems CAs Encounter
- Heavy reliance on Excel and manual reconciliation
- Fragmented client financial data
- Time-consuming reporting and audits
- Difficulty tracking estate and asset changes
ArthYaan for Chartered Accountants
Client-wise Wealth Dashboards
Centralized view of assets across clients.
Tally & Accounting Integration
Sync financial data seamlessly.
Automated MIS & Reports
Generate audit-ready reports instantly.
Compliance & Documentation Support
Secure storage for financial and legal records.
Key Benefits
Save hours of manual work
Offer premium advisory services
Increase accuracy and efficiency
Strengthen long-term client relationships
+
Chartered Accountants Using ArthYaan
+
Client Accounts Managed
%
Reduction in Manual Work
×
Reporting & MIS Generation
Ready to get started?
Start with only the modules you need and scale as You Add Asset Class To Your Investment Portfolio
Free to use upto 31/03/2026
