Deliver Smarter, Data-Driven Wealth Advisory
Manage more clients with deeper insights and total transparency.
Free to use upto 31/03/2026
ArthYaan Solution
Challenges Wealth Managers Face
- Managing multiple portfolios across families
- Limited consolidated reporting
- Manual performance tracking
- Client trust and transparency concerns
ArthYaan for Wealth Managers
Consolidated Portfolio View
See investments, assets, and performance in one dashboard.
Performance & Analytics Tools
Track returns, allocations, and trends.
Client Collaboration
Share insights securely with families.
Scalable Client Management
Manage more AUM without increasing overhead.
Key Benefits
Professional, white-label-ready platform
Faster decision-making
Stronger client trust
Scalable advisory growth
+
Assets Under Advisory
+
Wealth Managers Onboarded
%
Client Retention Rate
×
Advisor Productivity Increase
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
