White-Label Wealth Management Platform

A white-label wealth management platform lets an adviser run client onboarding, model portfolios, execution and reporting under their own brand, with their own app on the App Store and Google Play. AlphaQuark's white-label setup is ₹3,00,000 plus revenue share and includes execution across 14 Indian brokers.

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What is brandedApp name, icon, splash screen, colours, web dashboard and emails
App storesPublished on Apple App Store and Google Play under the adviser's name
Brokers supported14: Zerodha, Angel One, Upstox, Groww, Dhan, Fyers, ICICI Direct, Kotak Securities, HDFC Securities, Axis Direct, IIFL Securities, Motilal Oswal, 5Paisa and AliceBlue
White-label setup₹3,00,000 plus the applicable recurring revenue share/minimum
Non-branded option₹99,000 onboarding to the AlphaQuark app

For SEBI-registered Research Analysts and RIAs, brand identity is a critical differentiator. Clients who interact with a professionally branded app and dashboard associate the investment experience with their advisor, not a third-party technology provider. AlphaQuark provides a fully white-labeled wealth management platform where every client-facing touchpoint carries the advisor brand. The white-label mobile app is published on both the Apple App Store and Google Play Store under the advisor advisory name. It features the advisor logo, color scheme, and brand identity throughout the user interface. Subscribers download and use what appears to be the advisor own proprietary investment app. Within the branded app, clients access a complete portfolio dashboard showing their current holdings, real-time profit and loss, trade history, and performance analytics including XIRR, TWRR, and benchmark comparisons against Nifty 50 and Nifty 500. When the advisor publishes a model portfolio update, clients receive push notifications through the branded app, along with alerts via WhatsApp, Telegram, and email. Trade execution is integrated directly into the app — clients can review recommended trades and execute them with a single click through their linked broker accounts from Zerodha, Angel One, Groww, Upstox, and other supported brokers. Customization options include app icon design, splash screen branding, color theme configuration, and branded email communications. The advisor retains full ownership of the brand experience and client relationship. Unlike marketplace platforms where the advisor brand is secondary to the platform brand, the white-label approach ensures that subscribers identify with and remain loyal to the advisor practice. This brand ownership is especially valuable for advisors building long-term practices and transitioning clients from free content to paid advisory subscriptions.

Branded Mobile App on App Store and Play Store

The white-label app is published under your advisory name on Apple App Store and Google Play Store. Subscribers download your branded app with your logo, colors, and identity. The technology infrastructure is powered by AlphaQuark, but the client experience is entirely your brand.

Customization Options for Advisors

Configure your app icon, splash screen, color theme, logo placement, and branded email communications. The app and web dashboard reflect your advisory practice identity throughout every interaction, from onboarding to portfolio tracking to trade execution.

Client Experience Within the Branded App

Clients view portfolio holdings, track real-time P&L, review trade history, and monitor performance with XIRR and benchmark comparisons. Push notifications for portfolio updates, one-click trade execution, and subscription management are all available within your branded interface.

Brand Ownership and Client Loyalty

Unlike marketplace platforms where your brand is secondary, the white-label approach ensures subscribers identify with your advisory practice. This builds long-term client loyalty and makes it easier to grow your practice through referrals and brand recognition.

White-label platform vs listing on a marketplace

On a marketplace, investors find you inside someone else's app, and the platform holds the client relationship and often the data. With a white-label platform the client downloads your app, signs your agreement and pays you, so the relationship stays with your practice if you change technology later.

Who a white-label platform suits

It suits SEBI RAs and RIAs who already have an audience and want paying clients to see their brand rather than a vendor's, and firms planning to grow a team of advisers under one name. Advisers just starting out can use the ₹99,000 onboarding to the AlphaQuark app and move to white-label later.

Frequently asked questions

What is the best white label wealth management platform in India?

For SEBI RAs and RIAs, look for your own app on both app stores, execution through clients' existing brokers, per-client rebalancing and a compliance audit trail. AlphaQuark offers all of these, with 14 brokers and a ₹3,00,000 white-label setup.

How much does a white label advisory app cost with AlphaQuark?

The white-label setup is ₹3,00,000 plus the applicable recurring revenue share/minimum. Onboarding to the AlphaQuark app without your own branding is ₹99,000.