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Transform Your Investment Advisory Business

Streamline your advisory workflow with our comprehensive platform designed for Registered Investment Advisors and Research Analysts.

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60% Task Automation
AI-Powered Tools

Professional Business Number

Exclusive mobile number for your client interactions

Stock Recommendations

Real-time updates and analysis

KYC Verification

Automated compliance checks

Instant Delivery

Multi-channel distribution

Comprehensive Features for Modern Advisors

Everything you need to manage and grow your advisory business in one powerful platform.

Investment Recommendations

Effortlessly recommend stocks, options, mutual funds, and financial plans to your subscribers.

Automated Documentation

Streamline KYC verification, reporting, and auditing with automated workflows.

AI Communication Tools

Leverage sentiment analysis and engagement summaries for better client relationships.

Multi-Channel Delivery

Reach clients through mobile app, Chrome extension, and WhatsApp integration.

60% Task Automation

Focus on providing quality advice while we handle administrative tasks.

Compliance Ready

Built-in compliance checks and audit trails for peace of mind.

Automate 60% of Your Administrative Tasks

Focus on what matters most - providing exceptional financial advice while we handle the routine tasks.

KYC Verification

Automated verification process with digital document collection and validation.

Documentation

Automated generation and management of client reports and documentation.

Reporting & Analytics

Automated performance tracking and custom report generation.

Manual Tasks -60%
Previous Workload Current Workload
4x
Faster Processing
98%
Accuracy Rate

Multi-Channel Delivery System

Reach your clients wherever they are with our versatile delivery channels

Mobile App

  • White-labeled solution
  • Real-time notifications
  • Portfolio tracking

Chrome Extension

  • Quick access toolbar
  • Market insights
  • One-click recommendations

WhatsApp Integration

  • Instant alerts
  • Interactive updates
  • Automated responses

AI-Powered Advisory Tools

Enhanced client relationships through intelligent communication and analysis

Sentiment Analysis

Real-time analysis of client communications to gauge satisfaction and identify potential concerns early.

Engagement Summaries

Automated compilation of client interactions and engagement metrics for better relationship management.

Smart Responses

AI-generated response suggestions based on historical interactions and best practices.

Client Sentiment Overview

Live
Positive 75%
Neutral 20%
Needs Attention 5%

AI Analysis Accuracy

Based on historical data

96.5%

Connect with Top Brokers

Securely connect with Upstox, DhanHQ, and Zerodha API for a seamless trading experience

Upstox Logo Zerodha Logo

What Our Users Say

Trusted by leading investment advisors and analysts

R

Rahul Sharma

Investment Advisor, Mumbai

"Advyn has transformed how I manage my advisory business. The automation features have saved me countless hours on administrative tasks."

P

Priya Patel

Research Analyst, Delhi

"The AI-powered tools have dramatically improved my client engagement. The sentiment analysis feature is particularly impressive."

A

Arun Kumar

Financial Advisor, Bangalore

"The multi-channel delivery system ensures my recommendations reach clients instantly. The WhatsApp integration is a game-changer."

Get Started Today

Transform your advisory business with Advyn. Contact us to learn more about our platform.

Email Us

vinay@advyn.tech

Call Us

+91 78453 10214