Smart Toolkit to churn idle Portfolios and unlock Client Wealth.

Broker
Broker star
Broker star
Broker star
Broker star

Smart Solutions for Wealth Growth

Bucket icon

Buckets

Buckets are stock collections selected by Advisors according to Investor's goals and risk. Published on MaxFolio, they provide easy access to all the Investors.

Bucket, Portfolio
Bucket shape image
Advisor icon

Insights

Insights offers expert portfolio review services. Investors can subscribe to packages and receive automated, data-driven reports generated by the platform.

Advisor
Insights shape image
Sync point icon

Sync Point

Syncpoint is a secure API layer that offers a unified connection point to multiple Brokers and Advisors. It enables Brokers and Advisors to create their own onboarding experiences or client dashboards with minimal integration effort. This streamlines development, accelerates time-to-market, and eliminates the need to register separately with each broker for API access. Syncpoint also provides a consistent, standardized interface for interacting with various Broker/Advisor services.

Insights
Insights shape image

What problem statement we solve?

Lack of visibility across Partners

Lack of visibility across Partners

Limited transparency into partner activities, performance, and client interactions.

Compliance Gaps

Compliance Gaps

Existing workflows risk SEBI compliances, which can lead to license suspension.

Lack of Flexibility

Lack of Flexibility

No flexibility for self-customizing the process keeping compliances intact.

Connecting various RIAs on one platform

Struggling to connect various RIAs on a single platform

Existing solutions often do not support collaboration across multiple RIA teams or partners.

Client Consent recording

No Client Consent Logs

No mechanism to track how client consent was captured.

No tech platforms for Dealer

No tech platforms for Dealer

Absence of digital infrastructure to support dealer-level advisory and transaction processes.

How are we different?

SEBI regulations

Adherence to all SEBI regulations & guidelines

Fully compliant with SEBI’s latest regulations and operational standards. Ensures trust, security, and legal assurance.

Robust platform for Effective Portfolio Management

A powerful and scalable toolkit designed to simplify and optimize portfolio management. Ensures seamless operations with advanced tools and real-time insights.

Portfolio Management
Customized labelled

Customized white labelled solution as per requirement

Tailored white labelled solutions to match your brand identify and business needs. Offers complete flexibility for integration and customization.

Seamless Client Connectivity and Integration

Maxfolio offers integrated multi-channel communication (email, chat, WhatsApp) and real-time data sharing, eliminating the need for third-party tools.

Client Connectivity and Integration
Configurability & Automation

Adaptable Architecture for Business Customization

This allows brokers to tailor the platform to their unique business models and operational needs.

Empowering Dealers with End-to-End Technology

These features empower dealers with a modern, integrated platform to manage clients and operations efficiently.

Automated Client Engagement
Cost-Effective & Scalable

Compliant Tracking of Client Consents

The platform enables easy retrieval of recorded Client Consent, ensuring that all permissions are tracked and available for compliance or audit purposes

Get in touch

Feel free to reach out anytime.