Dashboard
Open the day to what matters
AUM, SIP book, new business and the clients who need a call — before the first coffee.
- 12-month AUM and SIP curve
- Book-wide allocation
- Action items and risk alerts
Features
Everything your practice runs on.
One platform for the distributor, their team and their clients: the business dashboard, every client report, clean daily feeds from CAMS and KFintech, and a portal your investors open under your brand.
Pick an area, see what it does
For the distributor and their team.
Business dashboard
AUM, SIP book, clients and revenue — the whole firm at a glance.
- AUM and SIP book with the 12-month trend
- Book-wide asset allocation
- Action items: SIPs ending in 30 and 90 days
- Risk alerts with the rule that fired
A closer look at the portal
Households
Every family, adding up
A household's value, allocation and returns on one screen, with the report catalogue underneath.
- Members and their share
- Family XIRR and absolute return
- Every report one click away
Reports
The statement a client actually reads
Portfolio valuation, capital gains, transactions and SIPs — exported as a branded PDF or Excel.
- Summary, detail and fund-wise
- Any date range
- PDF or Excel
Charts
See the story behind the numbers
Profit and loss, SIP flows and transaction heatmaps — the patterns a table hides.
- P&L and valuation charts
- SIP inflow over time
- Transaction flow heatmap
Data
Feeds you never chase
CAMS and KFintech mailbacks are read and reconciled overnight, and Feed health shows each one.
- Automatic mailback pickup
- Every file, every stage
- Both registrars in one ledger
Anatomy of Intelligence
Six modules, one set of folios, transactions and NAVs underneath them.
AI Dashboard
Signals today
18+4 new
Portfolio Valuation
Total AUM
₹482 Cr+2.1%
Capital Gains
Realised FY26
₹1.9 Cr+8.6%
SIP Book
Live SIPs
1,284+37
Investor Portal
Clients with access
1,062+48
Feed Health
Feeds clean
100%0 errors
What IntelliWealthPro delivers.
Every screen below is live in the product today — not a roadmap.
01 / 03
Every report your client asks for
Eighteen reports off one clean book, for a person, a household or your whole business — each one downloadable as PDF or Excel.
Portfolio valuation
What is held, what it cost, the gain on it and the split across equity, debt and hybrid.
Capital gains and FY-wise
Realised short and long term for any financial year, ready for the client's CA.
Transactions and folio master
Every purchase, redemption and switch, searchable by folio, fund or description.
SIP, STP and SWP
What is live, what lapsed this month, and what is due in the weeks ahead.
02 / 03
Clients and households, in one place
Open a client or a family and land on their money, not a form. Households roll up across members, so a family total is a click rather than a sum in your head.
Client master and Client 360
KYC, bank, nominee and contact details beside the portfolio they belong to.
Families that add up
Husband, wife and HUF under one household, with each member's share of it.
Onboarding
New clients captured once and checked before they reach the book.
Portal invites
Invite a client from their own record, and they sign in to their portfolio under your name.
03 / 03
Clean data underneath, a portal on top
CAMS and KFintech feeds and CAS files reconciled into one book every day — then handed straight to your clients in a portal of their own.
Daily RTA feeds
Both registrars folded into one record, so the same client is never two people.
CAS import
A client's consolidated statement read in and matched against what you already hold.
Feed health
A broken or late file is flagged to you on the day, not found in a review meeting.
Investor portal
Your clients see their funds, SIPs, gains and statements — and stop asking you for them.
Families that add up
One member, a family or the whole book.
Group members into households, and every figure adds up across them.
- 01One memberReports for one member or the whole family.
- 02The familyFamily-level valuation, gains and XIRR, with each member's share.
- 03The whole bookA household's value, allocation and returns on one screen, with the report catalogue underneath.
IntelliWealthPro
PORTFOLIO_STATEMENT
Invested₹4,82,300
Growth₹64,500
Redeemed- ₹27,340
Value today
₹5,19,460
Reconciled
Which reports can I give clients?
Portfolio valuation, capital gains by financial year, Schedule 112A, transactions, folio master, SIP, STP and SWP, IDCW and realised XIRR reports — for a client, a family or the whole book.
A client, a family, or the whole book
Pick who it is for — the same report works at every level.
Any financial year, any date range
Gains for the year the client files, transactions for the months they ask about.
PDF or Excel, in one click
Hand it over as a statement, or open it straight in a spreadsheet.
Every report, one swipe away.
Portfolio valuation, capital gains reports, Schedule 112A, SIPs, returns and folios — each one ready for a client, a family or the whole book.
Sample pages
Tax season, without the scramble.
Capital gains and FY-wise statements for every client, short and long term already split — ready long before the 31 March rush.
Capital gains by financial year
Short and long term gain for any FY, scheme by scheme, with the 31-Jan-2018 grandfathering applied where it counts.
A client, a family, or the whole book
Switch between Individual and Family and every member's gains come together in one statement.
PDF for the CA — and the client's own copy
Export to PDF or Excel in one click, while the client sees the same gains on Tax & dividends in their portal.
Rolling out firm by firm
Ask Ivy about your book.
Ivy is the assistant inside IntelliWealthPro. Ask in plain words — who stopped a SIP, what a family is worth — and get the answer from your own data.
- Answers from your own reconciled book, with the figures.
- Facts only — no recommendations, no buy or sell calls.
- Your clients' identifiers never reach the AI.
Ivy
Answers from your book
Which SIPs stopped this week?
3 SIPs stopped this week, ₹21,500 a month in all: Anika Mehta (₹10,000), Rohan Iyer (₹7,500) and Kavya Rao (₹4,000).
Sample questions and figures. Ivy gives no investment advice.
And the rest of it
- SIP, STP and SWP registers
- Folio master
- FY-wise reports
- Scheme book
- Client documents
- Client notes
- Calendar and to-dos
- Morning briefs
- Market strip
- Report templates
- Audit log
- Public calculators
- Dark mode
See it on a book like yours.
A walkthrough on a sample book like yours — the dashboard, the reports and the investor portal.