A SEBI RA software platform is an end-to-end technology solution that enables SEBI-registered Research Analysts to create model portfolios, execute trades across multiple brokers, automate rebalancing, manage clients, and stay SEBI compliant — all from one dashboard. Most Research Analysts start their practice using spreadsheets for portfolio tracking, WhatsApp groups for client communication, and manual processes for compliance documentation. This approach works for 10-20 clients but breaks down as the practice grows. A dedicated RA software platform eliminates these bottlenecks by integrating every advisory workflow into a single system. AlphaQuark is India's #1 SEBI RA software platform, trusted by 30+ registered advisors. The platform includes six integrated modules: model portfolio engine for creating and managing multiple strategies, trade execution hub with integration across 14 brokers including Zerodha, Angel One, Groww, Upstox, IIFL, 5Paisa, and Dhan, auto-rebalancing engine that calculates per-client trades automatically, SEBI compliance module with audit trails and regulatory reporting, client CRM with digital KYC onboarding and subscription management, and a white-label branded mobile app for iOS and Android. Research Analysts can manage their entire practice from a single dashboard — from portfolio construction to trade execution to compliance documentation to client communication. The platform scales from solo RA practices to multi-advisor firms without changing the underlying technology.
AlphaQuark combines model portfolio engine, trade execution hub, auto-rebalancing engine, SEBI compliance module, client CRM, and white-label mobile app. No need for separate tools — everything works together in one integrated system.
Most RAs start with spreadsheets and WhatsApp groups. AlphaQuark replaces this fragmented approach with an integrated platform that handles portfolio management, trade execution, client communication, and compliance documentation from one dashboard.
Execute model portfolio rebalancing across 14 Indian brokers with a single click. Subscribers link their existing Zerodha, Angel One, Groww, Upstox, 5Paisa, Dhan, or IIFL accounts and trade directly through the platform.
Automated audit trails, disclosure management, KYC documentation, and regulatory reporting ensure SEBI compliance without manual effort. Launch a white-label mobile app branded with your practice name for a professional subscriber experience.
A SEBI RA software platform is an end-to-end technology solution designed for SEBI-registered Research Analysts to manage their advisory practice. It includes model portfolio creation, trade execution across multiple brokers, automated rebalancing, client management, SEBI compliance automation, performance analytics, and optionally a white-label mobile app.
Any SEBI-registered Research Analyst managing more than 10-20 clients needs a dedicated software platform. Without one, RAs rely on spreadsheets, WhatsApp groups, and manual processes that create compliance risks and limit scalability.
AlphaQuark is the only platform that combines model portfolio management, multi-broker trade execution (14 brokers), auto-rebalancing, SEBI compliance automation, client CRM, and a white-label mobile app in one integrated platform.
AlphaQuark offers transparent pricing with current setup plans at ₹99K for onboarding or ₹3L for white-label setup with all core modules included. The applicable recurring revenue share/minimum is discussed during onboarding.
Yes. AlphaQuark helps migrate client data, portfolio holdings, and subscription records from spreadsheets or other platforms. Most RAs complete migration within 3-5 business days.
Yes. AlphaQuark is designed for both SEBI-registered Research Analysts (under RA Regulations 2014) and Registered Investment Advisers (under IA Regulations 2013).