Compliance Made Simple for Research Analysts
Streamline your SEBI compliance, client onboarding, and payment collection with our all-in-one solution.
Everything You Need in One Place
Our platform handles all aspects of compliance and client management.
Verify Client Identity
Streamline client verification with our automated PAN verification solution.
Digital Consents
Get legally binding consents with wet signatures.
Payment Integration
Collect payments seamlessly with an integrated payment gateway.
CRM Functionality
Manage your client relationships effectively with built-in CRM tools.
How It Works
Our streamlined process makes compliance and client management effortless.
Setup Plans
Setup your research service plans in minutes with the plan details, landing page content, amount and consent document.
Onboard Clients
Share plan onboarding links with your clients or integrate on your website. They can complete onboarding from any device, at any time.
Verify & Collect Payment
Client's PAN verification along with DOB and name, digital consent signing, and integrated payment collection in one smooth process.
Manage & Report
Track client status, access client records, and manage your compliances all in one dashboard.
Simple, Transparent Pricing
Choose the plan that works best for your business.
Standard
* GST applicable
- 15 client onboardings included
- PAN verification with NSDL database
- Digital consent signing with wet-sign and email
- Payment collection with your own payment gateway account with no extra charges
- CRM
- Get leads data of clients who didn't complete payment
- Email support
Premium
Advanced features for growing businesses
- Everything in Standard
- Google Drive Sync
- Export Data
Frequently Asked Questions
Have questions? We've got answers.