AlphaQuark enables SEBI-registered Research Analysts and RIAs to deliver a professional, branded investment experience to their subscribers through a comprehensive set of client-facing features. The white-label mobile app is the centerpiece of the client experience. It carries the advisor brand name, logo, and color scheme, so subscribers interact with a platform that represents their advisor rather than a third-party technology provider. The app is available on both iOS and Android. Within the app and web dashboard, subscribers can view their complete portfolio holdings, track real-time profit and loss across individual stocks and the overall portfolio, review trade history, and monitor portfolio performance over time. Performance metrics include absolute returns, XIRR, and comparisons against benchmark indices such as Nifty 50 and Nifty 500. When the advisor publishes a model portfolio rebalancing update, subscribers receive instant notifications through their preferred communication channel, including Telegram, WhatsApp, email, and in-app push notifications. The notification includes details about the portfolio update and the specific trades recommended. Trade execution is streamlined for subscribers. Clients link their existing broker accounts from supported brokers including Zerodha, Groww, Angel One, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. When a rebalancing notification arrives, subscribers can review the recommended trades and execute them with a single click without leaving the AlphaQuark platform. The client dashboard also provides access to subscription details, invoices, and account management features, creating a self-service experience that reduces the operational burden on the advisor.
The white-label mobile app carries your advisory brand name, logo, and color scheme. Available on iOS and Android, subscribers interact with a platform that represents your practice rather than a third-party provider.
Subscribers view complete portfolio holdings, track real-time profit and loss, review trade history, and monitor performance over time. Metrics include absolute returns, XIRR, and benchmark comparisons against Nifty 50 and Nifty 500.
Clients link broker accounts from Zerodha, Groww, Angel One, Upstox, 5Paisa, Dhan, IIFL, and Motilal Oswal. When rebalancing is triggered, subscribers review and execute trades with a single click without leaving the platform.
Instant notifications via Telegram, WhatsApp, email, and in-app push keep clients informed about portfolio updates. The dashboard provides subscription management, invoices, and account settings for a self-service experience.