Real‑Time Dashboards
Monitor portfolio performance, live market trends, and specific client metrics instantly with highly visual layouts.
📊 RIA – Advisory Operating System
The Modern Standard
for Wealth Advisory
Streamline your entire advisory workflow. Access dynamic market scanners, automated client reporting, and robust portfolio modeling all within a highly secure, centralized platform.
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Command Your Data
Unify technical indicators and fundamental statements into actionable insights instantly.
Start Free TrialRedefining Technical & Fundamental Analysis
RIA – Advisory Operating System (AOS) bridges the gap between complex backend algorithms and elegant client‑facing delivery. By plugging directly into financial market APIs, our platform handles the heavy lifting of calculating custom moving averages, parsing balance sheets, and generating dynamic portfolio performance charts.
Say goodbye to fragmented toolsets. Whether you need an internal scanner to flag emerging trade opportunities or a polished client portal to communicate value, RIA‑AOS gives your team an unbeatable technical edge.
Platform Gallery
Key Features
Everything you need to deliver exceptional advisory services.
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Predictive Analytics
Leverage machine learning to forecast market movements, model potential risk, and optimize portfolio weightings.
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Algorithmic Scanners
Configure custom technical parameters to continuously scan and flag trade opportunities across global markets.
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Automated Reporting
Generate precise client reports, regulatory filings, and quarterly performance summaries with a single click.
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Seamless Integrations
Connect natively with your preferred financial data APIs, standard CRMs, and backend accounting systems.
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Enterprise Security
Role‑based access, strict encryption protocols, and detailed audit trails ensure your proprietary data remains safe.
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Client Portal Access
Provide your investors with secure read‑only access to view their portfolio snapshots and document vaults.
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Integrated Messaging
Maintain compliance by using built‑in, secure private chat threads for all sensitive client and advisor communication.
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Mobile‑First Design
Access all core features on any device – your office, on‑the‑go, or directly from the client's desk.
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AI‑Driven Insights
Get actionable recommendations based on real‑time data, helping you make informed decisions faster.
Why Choose RIA – AOS
Designed to elevate your advisory practice.
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Faster Decisions
Get real‑time insights so you can act quickly on algorithmic alerts and market volatility.
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Better Client Outcomes
Personalized recommendations powered by deep data modeling help you deliver superior value.
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Reduced Operational Overhead
Automate manual statement tracking, reduce data‑entry errors, and free up your team for strategy.
Simple, Transparent Pricing
Choose the plan that fits your firm's size and needs.
Starter
₹ 9,999 / month
Ideal for solo advisors and small firms.
- ✓ Up to 50 client portfolios
- ✓ Basic analytic dashboards
- ✓ Automated PDF reporting
- ✓ Email support
Professional
₹ 24,999 / month
For growing advisory teams needing power.
- ✓ Up to 200 client portfolios
- ✓ Advanced market scanners
- ✓ Interactive client portal
- ✓ Priority support & API
Enterprise
₹ Custom
For large firms with complex needs.
- ✓ Unlimited clients
- ✓ White‑labelled portal
- ✓ Dedicated account manager
- ✓ Custom integrations
Frequently Asked Questions
Everything you need to know about RIA – AOS.
RIA – AOS is an all‑in‑one platform designed for registered investment advisors and wealth managers. It combines real‑time analytics, algorithmic screening, automated reporting, and a client portal to streamline operations.
Our engine analyzes historical market data, API fundamental feeds, and technical indicators to forecast trends, identify risks, and alert you to potential trade setups based on your logic.
Yes. RIA – AOS is built with enterprise‑grade security, including deep encryption at rest and in transit, role‑based access controls, and logs to ensure you meet necessary financial regulations.
Absolutely. We offer comprehensive REST API endpoints and webhooks to tie into your existing CRM systems, external trading platforms, or proprietary mobile apps.
Yes, we offer a 14‑day free trial of our Professional plan. No credit card required. You'll get full access to all features so you can experience the platform firsthand.
📊 Take Control of Your Advisory
Get started with RIA – AOS today.
Schedule a personalized demo and see how our platform can help you scale your business and out‑perform expectations.