Wealth Management & Brokerage

Premium client service.
At scale.

Round Infinity automates onboarding, SIP management, fee billing, and client communication — so your RMs serve more clients without the administrative overhead.

Wealth Management FirmsRIAs & Independent AdvisorsPortfolio Management ServicesStock BrokeragesMutual Fund DistributorsFamily Offices & HNI Advisory
Schedule a Demo
Wealth Management & Brokerage — Round Infinity
70%
Faster Client Onboarding & KYC
3×
More Clients Covered Per RM
95%
Fee Collection Rate With Automated Billing
What Round Infinity Does

From Onboarding to Portfolio to Billing. One connected platform.

🪪
Client Onboarding & KYC

Digital onboarding with eKYC — face liveness, PAN, Aadhaar, and bank verification — completed from a mobile in minutes. Account activation same-day. No paper forms.

📊
Portfolio Management & Client Communication

Portfolio updates, rebalancing alerts, SIP confirmations, and market commentary delivered automatically on schedule. Every client feels personally attended to.

💰
Billing, Fee Collection & Compliance

Management fee invoices generated and collected automatically. Mandates triggered on due dates. Payment reconciled. Compliance documentation maintained with full audit trail.

How It Works

From first contact to resolved — automatically

1
Prospect Captured
RM referral, web, or event — inquiry logged immediately
2
KYC & Onboarding
eKYC, FATCA, risk profile — completed digitally in minutes
3
Agreement & Mandate
Investment agreement signed, mandate set up, plan activated
4
Portfolio Managed
Rebalancing, SIP, and alerts managed by platform automatically
5
Fee Collected
Invoice generated, mandate triggered, reconciled automatically
6
Client Engaged
Portfolio report, market update, and anniversary message sent
Platform Capabilities

Built for your industry. Ready in days.

Every capability purpose-built — not a generic platform retrofitted with integrations.

Client KYC & Onboarding

eKYC, risk profiling, FATCA, and investment agreement — completed digitally. Activation same-day. No paperwork.

Digital onboarding
Client Query & Service Handling

Client queries on portfolio status, transaction confirmations, and account operations handled by AI across voice and WhatsApp — RMs notified only on complex escalations.

Omnichannel AI
Prospect Nurturing & Client Engagement

New prospects contacted by AI immediately with a personalised qualification call and follow-up sequence. Existing clients receive portfolio reports, market updates, SIP reminders, renewal alerts, and anniversary messages — orchestrated across voice, WhatsApp, and email.

AI outbound
Portfolio Operations

SIP tracking, rebalancing alerts, performance reports, and mandate management — automated end-to-end.

Portfolio automation
Fee Billing & Collection

Management fee invoices generated and collected automatically. Aging visible live. Collection rate improves without RM involvement.

Billing automation
RM Client Visit Tracking

RM client visits tracked and logged. Meeting notes captured on mobile, synced to client 360. Visit frequency and engagement quality visible to branch and compliance heads.

RM field tracking
Custodian & Operations Payables

Custodian fees, research, technology, and operational vendor invoices extracted by AI, matched to agreements, approved via workflow, and queued for payment.

AP automation
RM & Back-Office Administration

RM, compliance, and ops staff HR requests, IT tickets, travel, and internal approvals handled via self-service portal.

Staff self-service
Compliance & Documentation

SEBI filings, KYC refresh cycles, risk profile reviews, and audit trails maintained automatically. Compliance burden eliminated.

Compliance automation

Ready to serve more clients without adding relationship managers?

See how wealth management firms automate operations in a 30-minute demo.

Schedule a Demo