The back office for goal-based advice.
Moneyanam handles the busywork — fetching portfolios, computing the scorecard, assembling the monthly report — so you spend your time on advice, not spreadsheets.
Every client, one console
A single table of your book — age, risk profile, FinFit score, goals on track and AUM — with a full profile drill-down per client.
Account Aggregator auto-fetch
Clients link their accounts once via the RBI Account Aggregator. Holdings, SIPs and balances flow in — no more chasing statements over WhatsApp.
Scorecard math, automated
Required SIP, current run rate, overs left and goal status are computed for you against your firm's return assumptions — consistent across every client.
Monthly reports in minutes
Pick a client and month, write a personal note, and send. The report builder assembles the progress report; the review tracker keeps the pipeline moving.
Review & approve pipeline
Draft → sent → client viewed → RM approved. See what is due, what is waiting, and approve with one click — nothing slips.
Your firm, your settings
Firm profile, branding colours, email/SMTP config, return-rate assumptions and security policy — all configurable from the settings console.
Bring Moneyanam to your practice
We are onboarding advisory firms now. Tell us about your book and we will set you up.
Request a demo