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.
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One Platform Across the Entire Client Relationship
From account opening to ongoing portfolio engagement and fee collection — every workflow automated.
Account Opening & KYC
- Digital KYC documents collected via WhatsApp — no branch visit needed
- Identity verification, FATCA, and compliance checks automated
- Account activation and welcome workflow triggered on approval
Client Service & RM Productivity
- Client queries on NAV, portfolio, and SIP handled 24/7 by AI
- RM appointment scheduling and advisor engagement automated
- Proactive portfolio review reminders and compliance alerts sent automatically
Fee Billing & Collections
- AUM-based fee invoices generated automatically on billing cycle
- Payment links sent via WhatsApp; receipts delivered on payment
- Overdue fee reminders automated — no manual follow-up needed
The Automated Wealth Client Journey
From prospect to loyal client — every touchpoint managed without manual effort.
Lead details collected via WhatsApp or portal. Risk profile questionnaire sent. RM briefed before first contact.
Aadhaar, PAN, bank account, and FATCA details collected and verified digitally.
Account confirmation, welcome kit, and recommended portfolio sent. SIP mandate set up.
NAV, portfolio value, SIP status, and transaction history answered via WhatsApp instantly.
Monthly performance summaries, market updates, and review appointment reminders sent to clients.
SIP top-up, pause, or cancellation requests handled via self-service. Changes confirmed automatically.
AUM-based invoice raised on billing cycle. Payment link sent via WhatsApp. Receipt on payment.
Reminder sequence triggered for unpaid invoices. RM notified if account remains unpaid beyond threshold.
PMS, insurance, direct equity, and structured products offered at the right moment in the client lifecycle.
Every Workflow Your Wealth Practice Runs
KYC, portfolio servicing, billing, and compliance — one connected platform.
Account Opening & KYC
- Digital document collection with completeness tracking
- FATCA, PMLA, and KYC compliance checks automated
- Re-KYC campaigns for periodic compliance renewals
SIP & Investment Management
- SIP mandate setup, modification, and cancellation via self-service
- Dividend reinvestment and redemption workflows automated
- Portfolio performance dashboard for clients and RMs
AI-Powered Client Support
- NAV, portfolio, and transaction queries answered 24/7
- Complex advisory queries routed to RM with context
- Outbound proactive update and review appointment campaigns
Fee Billing & Collections
- AUM-based invoice generation on billing schedule
- Payment link via WhatsApp with automatic receipt
- Overdue reminder sequence and RM escalation automated
Compliance & Back Office
- Audit trail across all client interactions and transactions
- Regulatory report data compiled automatically
- Grievance management with SEBI-compliant tracking
No-Code Custom App Builder
- HNI onboarding portals, partner RIA dashboards
- Goal-based financial planning workflows
- Scales from boutique advisory to large distributor networks
Sales & New AUM Prospecting
- AI outbound sequences across voice, WhatsApp, and email nurture prospects and HNI referrals through the funnel — advisors engage only when intent is confirmed
- Lead capture from webinars, events, and referrals routed automatically to the right RM based on AUM tier and geography
- Campaign sequencing for new fund launches, SIP drives, and portfolio review invitations across the entire client base
Employee Service & Onboarding
- Staff onboarding automated — offer letters, document collection, and system access in one workflow with SEBI/AMFI certification tracking for onboarding compliance
- HR and IT service requests self-served via WhatsApp or portal — no email chains or manual routing
- Internal approvals for leave, expenses, asset requests, and transfers handled end-to-end with full audit trail
Expense & Accounts Payable Automation
- Staff expense claims submitted via mobile — AI validates against policy and routes for approval automatically including travel for client meetings and branch operations
- Vendor and supplier invoices processed with AI extraction, three-way match, and approval workflow — no manual data entry
- Reimbursements and vendor payments tracked end-to-end with a full audit trail
Ready to deliver premium service to every client at scale?
See how Round Infinity works for your wealth practice in a 30-minute demo.
Schedule a Demo