Financial Advisors Operating System
Client management and compliance platform for SEBI-registered investment advisors (RIAs), wealth managers, and corporate financial planners. Coordinate digital risk profiling, quarterly fee billing, and portfolio reviews.
Engineered specifically for financial advisors
Eliminate operational friction with specialized workflows designed for your exact business model.
SEBI-Aligned Risk Profiler
Interactive client intake questionnaire that scores risk tolerance and executes investment advisory mandates.
Quarterly Advisory Retainers
Automate quarterly fee invoices under SAC 997159 with clear GST tax math and payment links.
HNW Client Depository
Isolated client vaults for portfolio rebalancing notes, wealth statements, and tax-loss harvesting reports.
Pre-Seeded Indian IT Act 2000 Contracts
Tamper-evident SHA-256 e-signature agreements ready out-of-the-boxAutomated SAC SAC 997159 GST Tax Split
Intelligent CGST + SGST (9%+9%) & IGST (18%) tax complianceHow your workspace runs on autopilot
From initial client inquiry to final payment and review collection in 4 simple steps.
Risk Assessment Intake
Client completes digital risk questionnaire determining investment horizon.
Advisory Mandate E-Sign
Client signs SEBI-aligned investment advisory contract with SHA-256 hash.
Quarterly Invoicing
Advisory fee invoice is generated with automated 18% GST tax breakdown.
Portfolio Review Archival
Upload quarterly review notes and allocation decks to client portal.
The Operational Upgrade
Stop stitching together generic software. Cora replaces fragmented tools with a single unified operating system.
- Paper risk assessment forms that get misplaced before compliance audits
- Manual quarterly advisory fee calculation based on varying AUM tiers
- Unencrypted email delivery of confidential net-worth statements
- Digital risk-profiling questionnaire that calculates investor risk score and stores signed mandate
- Automated quarterly advisory retainer invoicing with pre-set percentage and flat fee models
- Encrypted client wealth portal with role-based access for HNW clients and family offices
Common questions about financial advisors
Explore Other Industry Workspaces
Pre-configured turnkey workspaces across all modern service verticalsLawyers & Law Firms
SHA-256 e-sign vaults, retainer agreements & client intake.
Tax & CA Practices
18% GST auto-splitting, SAC audits & client retainer automation.
Audit & Compliance
Regulatory audit trails, capability matrix & verified logs.
Consultants & Advisors
Diagnostic audits, scopes & executive board decks.
Launch your financial advisors workspace in 3 minutes
All 4 Indian IT Act 2000 legal agreements, SAC SAC 997159 tax codes, and workflows pre-loaded.