A unified platform for research analysts and advisory firms. Manage clients, subscriptions, trades, communications, and operations — all from a single, secure, real-time dashboard.
Deliver trades, hedges, basket trades, and broadcasts to clients based on their subscription — all in real time.
Start Free TrialRIA – Advisory Operating System (AOS) streamlines every facet of your advisory practice. From real‑time dashboards to automated backups, we provide the complete toolkit for modern research analysts.
Monitor portfolios, trades, and key metrics instantly. Give clients a transparent view of their holdings and performance.
Onboard, track, and manage all your clients from a single interface. Maintain detailed profiles, communication logs, and document history.
Streamline compliance with integrated KYC workflows, legally binding eSignatures, and automated invoicing tailored to advisory needs.
Define flexible subscription tiers, integrate with leading payment gateways, and automate recurring billing effortlessly.
Send real‑time updates, trade alerts, and broadcast messages directly to clients via WhatsApp and Telegram, keeping them informed instantly.
Send trades, hedges, basket trades, and broadcasts to clients based on their subscription tier. Full control over content delivery.
Maintain a real‑time cashbook for tracking all incoming and outgoing payments. Get a clear, audit‑ready view of your firm's cash flow.
Manage your entire sales pipeline from lead capture to conversion. Track interactions, set follow‑ups, and close deals faster.
Easily manage your advisory firm's website content, landing pages, and client‑facing materials directly from the platform.
Create and manage multiple organizations with granular role‑based permissions. Ensure every team member has the right access.
Keep your team and clients informed with instant, configurable notifications for trades, payments, client actions, and system alerts.
Rest easy with scheduled, encrypted backups of your entire platform data, ensuring business continuity and disaster recovery readiness.
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Everything you need to run a modern, efficient advisory practice — in detail.
Stay on top of your entire advisory business with a powerful admin dashboard that visualises key metrics: total clients, active subscriptions, revenue, trade volume, and more. Your clients get a dedicated, white‑labelled dashboard where they can track their portfolio performance, view trade history, and receive real‑time updates — all with role‑based access controls to ensure data privacy.
Centralise all client information in one place. Create comprehensive profiles that include personal details, communication history, document uploads, subscription status, and payment records. Segment clients by criteria like subscription tier, risk profile, or geographic location to tailor your services effectively. Full audit trails ensure you always have a complete history of client interactions.
Simplify compliance with built‑in KYC workflows that guide you through document collection and verification. Generate legally binding eSignatures for agreements, contracts, and terms of service — all within the platform. Automate invoicing based on subscription plans, track payment status, and send reminders, reducing administrative overhead and ensuring timely collections.
Design flexible subscription tiers with custom pricing, billing cycles, and feature sets. Integrate seamlessly with popular payment gateways like Razorpay, Stripe, and PayU to handle recurring payments, one‑time fees, and refunds. Monitor subscription health, manage upgrades/downgrades, and receive real‑time payment notifications — all from a unified interface.
Engage your clients where they are most active. Send real‑time trade alerts, research reports, market updates, and broadcast messages directly to WhatsApp and Telegram. Personalise messages based on client segments and track delivery status. This instant communication channel enhances client satisfaction and keeps them informed of critical events as they happen.
Execute and manage trades, hedges, basket trades, and broadcast messages with full control. Define which clients receive which communications based on their subscription tier or custom rules. Schedule broadcasts for future delivery, attach documents or charts, and monitor client engagement. This feature ensures that every client receives the right information at the right time.
Maintain a transparent, real‑time cashbook that records all financial transactions — both incoming and outgoing. Categorise payments, generate receipts, and reconcile accounts with ease. The cashbook provides a clear, audit‑ready view of your firm's cash flow, helping you make informed financial decisions and maintain regulatory compliance.
Manage your sales pipeline from lead capture to conversion with our integrated CRM. Capture leads through web forms, track interactions, set follow‑up reminders, and score leads based on engagement. Detailed analytics help you understand conversion rates and optimise your sales process, ensuring no opportunity slips through the cracks.
Take full control of your advisory firm's online presence. Update website content, manage landing pages, and publish blog posts or research articles directly from the platform. No coding skills required — use our intuitive editor to keep your site fresh and aligned with your brand, all while ensuring a seamless integration with your client portal.
Create and manage multiple organisations under a single account, each with its own teams, clients, and settings. Assign granular roles and permissions (Admin, Manager, Analyst, Viewer, etc.) to ensure that every team member has precisely the access they need. This is ideal for advisory firms with multiple divisions or for those managing multiple client portfolios.
Stay informed with instant, customisable notifications for all critical events — new client sign‑ups, payment confirmations, trade executions, system alerts, and more. Configure notification channels (in‑app, email, SMS, or push) and set rules for who receives what. This ensures that you and your team never miss an important update, enabling proactive decision‑making.
Your data is your most valuable asset. With automated, encrypted database backups, you can rest assured that your platform data is safe and recoverable. Configure backup schedules (daily, weekly, etc.) and choose your storage destination (cloud, external server, etc.). In the event of any disaster, you can restore your system quickly and continue operations with minimal downtime.
Built by advisors, for advisors — to help you scale.
Replace fragmented tools with a single, unified platform. Manage clients, trades, payments, and communications without switching tabs.
Keep your clients in the loop with instant trade alerts, broadcast messages, and live updates via WhatsApp and Telegram.
Manage organizations, roles, and permissions with precision. Robust encryption, audit logs, and automated backups ensure data integrity.
Choose the plan that fits your advisory firm's size and needs.
Everything you need to know about RIA – AOS.
Schedule a personalized demo and see how our platform can help you scale your advisory practice, engage clients, and streamline operations.