Live Market Data
Integrated NAV tracking and real-time market insights across Equity, Debt, and Hybrid funds directly on your site.
Premium Calculators
Goal-based SIP, SWP, and Retirement planning tools designed to capture high-intent leads for your business.
Client Portals
Give your investors a secure white-labeled dashboard to view portfolios, download capital gain statements, and track goals.
CRM Automation
Every lead from your website flows instantly into your CRM, triggering automated WhatsApp and Email introductions.
Bank-Grade Security
Built on the CreateMyCRM engine with end-to-end encryption to protect your sensitive client folio data.
AMC Connectivity
Ready-to-use integrations for CAMS, KFintech, and transaction platforms like BSE Star MF and NSE NMF II.
Discovery
We analyze your current AUM workflow and branding needs.
Design
Bespoke UI/UX design tailored to your firm's professional identity.
Integration
Connecting your site to R&T feeds and your private CRM.
Launch
Full deployment on your domain with 24/7 technical support.