AlphaQuark provides a comprehensive technology stack designed for SEBI-registered Research Analysts and Registered Investment Advisers in India. The platform covers every operational need of a modern advisory practice, from portfolio construction to client communication and regulatory compliance. Portfolio rebalancing is one of the core features. Advisors can create model portfolios, define target allocations, and trigger automated rebalancing across all client accounts with a single click. The system calculates the exact buy and sell orders needed for each client based on their current holdings and the updated model portfolio, eliminating the manual effort of computing individual trades. Trade execution is integrated with more than ten Indian stock brokers. Supported brokers include Zerodha, Groww, Angel One, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. Clients link their existing broker accounts to the platform and can execute rebalancing trades directly without switching to a separate trading terminal. The client management CRM allows advisors to track subscriber details, manage subscriptions, send invoices, and monitor payment status. Digital onboarding is built in, with KYC verification, electronic risk profiling questionnaires, and agreement signing handled entirely within the platform. This reduces onboarding time from days to minutes. SEBI compliance automation includes audit trail generation for every recommendation and trade, automated disclosure management, investor charter compliance, and integration with the SCORES complaint management system. All data is stored with encryption and role-based access controls. The performance analytics dashboard provides TWRR and XIRR return calculations, benchmark comparisons against Nifty 50 and Nifty 500, drawdown analysis, and portfolio-level reporting. Advisors can share performance reports with clients directly from the platform. AlphaQuark also offers a white-label mobile app that carries the advisor brand name, logo, and color scheme. Subscribers see a fully branded experience with portfolio tracking, trade execution, notifications, and performance analytics under the advisor identity rather than the AlphaQuark brand. Notifications are delivered via Telegram, WhatsApp, and email to keep clients informed about rebalancing events and portfolio updates.
Create model portfolios, define target allocations, and trigger automated rebalancing across all client accounts with one click. The system calculates exact buy and sell orders for each client based on their current holdings versus the updated model portfolio.
Integrated with 10+ Indian stock brokers including Zerodha, Groww, Angel One, Upstox, 5Paisa, Dhan, IIFL Securities, and Motilal Oswal. Clients link their existing broker accounts and execute rebalancing trades directly from the platform.
Track subscriber details, manage subscriptions, send invoices, and monitor payment status. Built-in digital onboarding includes KYC verification, electronic risk profiling, and agreement signing, reducing onboarding time from days to minutes.
Automated audit trail generation for every recommendation and trade, disclosure management, investor charter compliance, and SCORES integration. All data is stored with encryption and role-based access controls.
Launch a branded mobile app with your advisory identity. Performance analytics include TWRR and XIRR calculations, benchmark comparisons against Nifty 50 and Nifty 500, drawdown analysis, and portfolio-level reporting.