Manage Every Client.
Grow Every Portfolio.
A unified dashboard to track, rebalance, and report on all your client portfolios in real time. Reduce manual work. Increase AUM. Deliver exceptional client outcomes.
127+
Clients Managed
₹1,245 Cr
Total AUM
99.9%
Platform Uptime
Everything Your Practice Needs
One platform to manage your entire client book — from onboarding to reporting.
Real-Time Portfolio Tracking
Live P&L, XIRR, and performance benchmarking for every client portfolio.
Smart Rebalancing
AI-driven alerts when portfolios drift from target allocation.
Automated Reports
One-click PDF reports for client reviews, quarterly summaries, and regulators.
Compliance Alerts
Automated reminders for KYC expiry, review dates, and regulatory deadlines.
Secure Client Portal
Clients view their portfolios 24/7 via a branded, white-label portal.
Multi-Client Management
Manage hundreds of clients from a single, unified dashboard view.
See What Your Dashboard Looks Like
This is a live preview of the partner dashboard. Real data, real metrics — yours once you sign up.
Welcome back, Rajesh!
Your portfolio command centre
AUM
₹1,245 Cr
Commissions
₹18.5 Cr
Active Clients
127
Conversion Rate
24.8%
AUM Growth
Last 6 months
Asset Allocation
Avg across all clients
Client Portfolio Summary
4 of 127 shownRajesh Gupta
Moderate Risk
₹2.4 Cr
+14.2%
Priya Sharma
Conservative Risk
₹1.8 Cr
+11.7%
Amit Patel
Aggressive Risk
₹3.1 Cr
+18.4%
Neha Verma
Moderate Risk
₹5.2 Cr
+9.3%
Commission Trends
Actual vs Target (₹ Cr)
This is just a preview — the full dashboard has much more.
Live commissions, compliance calendar, partner status, resource hub and real-time alerts.
How It Works
Get up and running in hours, not weeks.
Onboard Clients
Import existing client data or add new clients in minutes.
Link Portfolios
Connect to exchanges and fund houses for live data feeds.
Set Goals & Alerts
Define target allocations, risk levels, and compliance triggers.
Review & Report
Auto-generated reports for every client, every quarter.
Built-In Compliance & Audit Trails
Every action, every transaction, every communication — logged and audit-ready. KYC reminders, document storage, and regulatory reporting all in one place.
Start Managing Smarter Today
Join 5000+ advisors using KiAlt to grow their AUM and serve clients better.