AlphaQuark provides a complete advisory technology suite designed specifically for SEBI-registered Research Analysts and Registered Investment Advisers in India. The platform consolidates every operational aspect of an advisory practice into a single integrated solution, eliminating the need for multiple disconnected tools. For portfolio management, advisors can create and maintain multiple model portfolios across equity, thematic, sectoral, and multi-asset strategies with target allocation management and automated rebalancing. The rebalancing engine calculates exact buy and sell orders for each client based on their individual holdings. Trade execution is integrated with more than ten Indian stock brokers including Zerodha, Groww, Angel One, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal, allowing one-click execution across all client accounts. Client onboarding is digitized with KYC verification, risk profiling questionnaires, electronic agreement signing, and automated subscription management. The built-in CRM tracks subscriber details, payment history, and communication records. SEBI compliance is automated with audit trail generation, disclosure management, investor charter tracking, and SCORES integration. Performance analytics include TWRR and XIRR calculations, benchmark comparisons, and exportable reports. The white-label mobile app and web dashboard allow advisors to present a fully branded experience to their subscribers. AlphaQuark serves solo research analysts, multi-advisor practices, and large advisory firms, with pricing structured to scale with the business.
AlphaQuark consolidates every operational aspect of an advisory practice into a single integrated solution. Portfolio management, trade execution, client onboarding, compliance automation, and performance reporting work together seamlessly.
Create multiple model portfolios across equity, thematic, sectoral, and multi-asset strategies. The automated rebalancing engine calculates exact buy and sell orders for each client based on their individual holdings.
KYC verification, risk profiling, electronic agreement signing, and automated subscription management digitize the entire onboarding workflow. The built-in CRM tracks subscriber details, payment history, and communication records.
Present a fully branded experience to subscribers through the white-label mobile app and web dashboard. Your advisory brand, logo, and colors are displayed throughout the client journey.