Built in an OTP -based aggregator infrastructure, it offers advanced analysis, multi -currency performance and personalized reference points. | Photo credit: Userba011d64_201
Equirus Wealth announced the launch of its next -generation wealth technology platform, which combines portfolio information, real -time analysis and advice tools in one place.
The platform offers an investment portfolio vision, analysis, research reports and interactions between advisors and customers. Its outstanding feature is the ‘What-IF’ ‘What-F’ simulator, which will soon be launched to NLP, which will allow heritage administrators to participate in real-time conversations based on scenarios with customers.
The platform allows users to track their total net worth through asset classes, including mutual funds, PMS, AIF, direct capital, forecasting balances and bank accounts in real time. Built in an OTP -based aggregator infrastructure, it offers advanced analysis, multi -currency performance and personalized reference points.
The launch occurs when Equirus Wealth crosses ₹ 18,000 million rupees in assets under administration and further strengthens its position with the acquisition of Credence Family Office, one of the main multifamily offices in India.
Sunder Nookala, Chief of Technology and Digital of Equirus Wealth, said: “Technology should make wealth advice more personal. Our goal was to go beyond the basic aggregation to build a safe and intelligent ecosystem adapted to the investor’s trip.”
Posted on April 14, 2025