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RIA Software For Registered Investment Advisors

RIA Platform is a comprehensive cloud based solution for Registered Investment Advisor which cater different products like Equity, MF and ETF with different asset classes and sub asset classes.

Features

  • White labeled cloud based RIA platform
  • Flexibility to integrate with different entities
  • Inbuilt algorithm which provides trigger to order generation according to model portfolio
  • Client Desk
    • Portfolio Reports
    • Order authorization and payment
  • Fees computation available for upfront, annualized, profit based
  • Multiple types of model portfolio creation
    • Asset class wise
    • Hybrid across different product
    • Product wise
    • Script / scheme wise

Benefits

  • Cloud based RIA solution so no Infrastructure setup and management required
  • Enable to create your own branding with own Logo
  • Bulk order generation for different products as per model portfolio for asset allocation wise, script / scheme wise
  • Customize file formats of import/export for all types of transactions for different entities like Members, RTA, Exchange, Depositories
  • RIA can customize their portfolio on products, asset class and sub asset class level
  • Client can access different portfolio reports online
  • Multiple types of fees structure can be set

Reports

Following reports have multiple combinations and filtration criteria with on screen, PDF and excel exports

  • Holding Report
  • Performance Report
  • Security Transaction Report
  • Compliance Related Reports
  • Income & Expenditure Report
  • Transaction Report
  • Fees Reports

Solution for following entities

RIAs
Brokers
Banks
IFAs

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Finlogic Technologies India Pvt. Ltd.,
Block No. 701, 4th Floor, 'B' Tower, Udhna Udyog Nagar Sangh Commercial Complex,
Central Road No. 10, Udhna, Surat - 394 210, Gujarat, India.
Email: technology@njgroup.in
Visit: www.njtechnologies.in
Phone: 91 261 4025701
CIN: U72200GJ2002PTC040797