Solutions offered

Fintech building blocks, ready to plug in

Six solutions for wealth managers, distributors, advisors, AMCs and financial institutions — from cloud and robo-advisory to websites and apps, analytics, documents and compliance. Start with the one you need today and add more as you grow.

Schedule a demo Explore solutions

Solutions offered

Pick the building block you need

Each solution is ready to deploy on its own. Start with today's biggest problem and plug in more as your business grows — with one team supporting you from demo to go-live.

SOL—01Cloud & infrastructure

Cloud Solutions

Pay for the cloud you need — and nothing you don’t

Delivered onAWS · Azure · Google Cloud

Move your platforms to the cloud without losing a night’s sleep. We review what you run today, plan the migration application by application, build a landing zone that meets RBI and SEBI expectations, and then keep it running — right-sized, monitored, backed up and ready for the next audit.

Key capabilities

  • Cloud readiness assessment and a migration plan, app by app
  • Secure landing zones on AWS, Azure or Google Cloud
  • Cost right-sizing and FinOps reporting every month
  • Backups, disaster recovery and 24×7 monitoring with audit trails
  • A smaller monthly bill
  • Less downtime
  • Audit-ready by default
Built for
  • Banks & NBFCs
  • AMCs & distributors
  • Insurers
  • Fintech platforms
Book a cloud review Explore cloud services
SOL—02Website & app development

Website and Application Development

Digital products built for financial services

Delivered byFinlabs Engineering

Corporate sites, customer portals and mobile apps, built by the same team that ships our own platforms. We design the journey, build the front end and the APIs behind it, connect your existing systems, and run it on cloud infrastructure that is monitored, backed up and ready for an audit.

Key capabilities

  • Corporate websites, microsites and campaign landing pages
  • Customer, distributor and partner portals with role-based access
  • Android and iOS apps on one shared, secure API layer
  • Cloud hosting, CI/CD, monitoring and ongoing support
  • Faster time to launch
  • One codebase, every screen
  • Built to pass review
Built for
  • AMCs & distributors
  • Banks & NBFCs
  • Insurers
  • Fintech startups
Scope your website or app See our services
SOL—03Robo-advisory

Robo Advisory

Goal-based advice, automated and explainable

Offer personalised, low-cost investment advice at scale. Risk profiling, goal planning and model portfolios run automatically, while your advisors stay in control of every recommendation a client sees — and every suggestion comes with a reason they can explain.

Key capabilities

  • Digital risk profiling mapped to suitable model portfolios
  • Goal-based plans for retirement, education and wealth creation
  • Automated rebalancing alerts as markets and goals move
  • One-tap execution through BSE StAR MF and MFU
  • Advice that scales
  • Lower cost to serve
  • Consistent recommendations
Built for
  • Investment advisors
  • Wealth managers
  • Mutual fund distributors
  • Fintech platforms
Book a Robo Advisory demo
SOL—04Data & analytics

Data Analytics and Visualisation

From raw data to decisions, on one screen

Bring client, portfolio, sales and operations data together and see it clearly. Interactive dashboards, drill-downs and scheduled reports turn numbers into insights that every team — from leadership to relationship managers — can act on the same day.

Key capabilities

  • Interactive dashboards with drill-down across AUM, flows and revenue
  • Client segmentation with early churn signals
  • Trend analysis and forecasting for planning
  • Scheduled reports and exports for leadership and auditors
  • Actionable insights
  • Faster decisions
  • One version of the truth
Built for
  • Leadership teams
  • Business heads
  • Relationship managers
  • Analysts
Book a Data Analytics & Visualisation demo
SOL—05Document management

Document Management

Every document secure, and a search away

Go paperless without losing control. Capture, classify and store client and operational documents securely, find any file in seconds, and route documents for review and e-sign — with full version history and access control on every one.

Key capabilities

  • Digital capture with OCR and automatic classification
  • A central, encrypted repository with role-based access
  • Full-text search, tags and version history
  • Review workflows, e-sign and retention policies
  • Paperless operations
  • Files found in seconds
  • Audit-ready records
Built for
  • Operations teams
  • Compliance teams
  • Wealth & advisory firms
  • NBFCs & insurers
Book a Document Management demo
SOL—06Compliance automation

Regulatory Compliance Automation

Stay compliant without the manual effort

ReguSure, our compliance platform, automates the checks, filings and evidence regulators expect. Rules run inside everyday workflows, deadlines sit on a regulatory calendar, and every action leaves an audit trail — lowering risk while freeing your team to focus on the business.

Key capabilities

  • Automated KYC, suitability and transaction checks
  • A regulatory calendar with reminders for every filing
  • Complete audit trails and ready-to-share reports
  • Instant alerts when a rule or threshold is breached
  • Lower regulatory risk
  • Fewer manual errors
  • Always audit-ready
Built for
  • Compliance teams
  • AMCs & distributors
  • Brokers & advisors
  • Banks & NBFCs
Book a Compliance Automation demo

Find your fit

Not sure where to start?

Tell us what you want to improve and we'll point you to the solutions that fit — they light up on the board.

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Schedule a personalised demo

We're happy to assist you

Every business has unique financial goals and challenges. To get the most out of our solutions, schedule a personalised demo — share a few details and our team will set it up around the way you work.

  1. Share your goalsFill in the form, or book a call directly.
  2. Personalised demoA walkthrough on Microsoft Teams, built around your business.
  3. Tailored proposalClear scope and timelines, with no surprises.
  4. Go liveOur team sets you up and stays alongside you.
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