IntelliWealthPro

The control room for your practice

Your whole book, in one control room.

IntelliWealthPro is software for mutual fund distributors. CAMS and KFintech feeds are reconciled overnight into one book, and everything you watch — AUM, who needs a call, feed health, any client's reports — sits in one room.

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AUM & SIP book

Asset allocation

Who needs a call

Feed health

Client search

Roles

The dashboard's six panels: AUM and SIP book, asset allocation, who needs a call, feed health, client search and roles.

Panel 1 · The book

The whole book, at a glance.

AUM, SIP book, new business and the clients who need a call — before the first coffee.

  1. 1AUM, SIP book, clients and revenue
  2. 2AUM and SIP book with the 12-month trend
  3. 3Book-wide asset allocation
See everything on the dashboard
The advisor dashboard: AUM, SIP book, investors and the 12-month trend

Panel 2 · Alerts

Who needs a call today.

Who needs a call today, and why — raised from last night's feed.

  1. ✓SIP lapses, large redemptions and allocation drift
  2. ✓Acknowledge, resolve or dismiss as you call
  3. ✓SIPs ending soon, with the monthly amount at stake
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Who needs a call today

Sample names
  • SIP ending next monthMehta family
  • Allocation driftPatel
  • Large redemptionIyer
  • SIP lapseRao

Raised from last night's feed, with the rule that fired.

Panel 3 · Feeds

Feeds under watch, every night.

CAMS and KFintech mailbacks are read and reconciled overnight, and Feed health shows each one.

  1. 1Mailback files picked up automatically
  2. 2Feed health shows each stage and each file
  3. 3Both registrars in one ledger
How the feeds work
Feed health: every mailback file and the stage it reached

Last night

  • CAMS mailbackReconciled
  • KFintech mailbackReconciled

Panel 4 · Clients

One client, one click.

Find any client or family in a keystroke and open everything about them.

  1. 1Search across every client and household
  2. 2Household view with each member's share
  3. 3Every report one click away
See it on a sample book
Client search across every household in the book
A household's overview: value, allocation, returns and members

Portfolio valuation · Export as PDF or Excel

Panel 5 · Team

Your team, at the controls.

Give each person on the team exactly what they need.

  1. ✓Roles from templates or from scratch
  2. ✓Read, create, update and delete per module
  3. ✓Every change audited

For example

  • OwnerEvery panel in the room
  • Relationship managerClients, their calls and their reports
  • OperationsThe feeds and the client records
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Roles and permissions
Read, create, update and delete — set per module, per role

Your morning, sorted.

The feed lands at 04:00 and the book is reconciled before you are up. Open the dashboard to the few clients worth a call today — not a report to read.

  • Feed landed at 04:00

    CAMS and KFintech files are read and reconciled overnight, and Feed health shows each one — so every number you open is today's.

  • Risk alerts, with the rule shown

    SIP lapses, large redemptions and allocation drift are raised per client with the rule that fired. Acknowledge, resolve or dismiss as you call.

  • ₹

    SIPs ending, before they end

    Critical action items count the SIPs ending in the next 30 and 90 days, with the monthly amount at stake.

Open your dashboard

The list, worked through.

Each action is raised with the client it belongs to, so the day starts with it already handled.

Done for today
  • SIP ending next month — Mehta family(done)
  • ELSS lock-in ends — Shah(done)
  • Allocation drift — Patel(done)
  • Birthday message — Rao(done)
  • Large redemption — Iyer(done)

Sample data

Take a seat in the control room.

A walkthrough on a sample book like yours — the dashboard, the reports and the investor portal.

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