Financial Advisors Operating System
Enterprise client portal for registered investment advisors, wealth managers, and financial planners. Automate digital risk profiling, quarterly advisory billing, and secure financial statement vaults.
Engineered specifically for financial advisors
Eliminate operational friction with specialized workflows designed for your exact business model.
Digital Risk Profile Intake
Interactive questionnaires that calculate client risk tolerance scores and generate investment mandates.
Advisory Retainer Invoicing
Automate fixed quarterly retainers or asset-based advisory billing with compliant GST invoices.
Encrypted Wealth Vault
Bank-grade encrypted storage for client tax returns, net-worth statements, and portfolio reviews.
Pre-Seeded Indian IT Act 2000 Contracts
Tamper-evident digital signature agreements ready out-of-the-boxAutomated SAC 997159 Tax Calculations
Intelligent CGST + SGST (9%+9%) & IGST (18%) tax complianceHow your workspace runs on autopilot
From initial client inquiry to final payment and review collection in 4 simple steps.
Risk Assessment
Client completes interactive digital risk profiling questionnaire on mobile.
Sign Advisory Mandate
Client executes investment advisory agreement with digital verification.
Vault Upload
Client uploads portfolio statements into their private encrypted workspace.
Quarterly Invoicing
System generates quarterly advisory retainer invoice with instant payment links.
The Operational Upgrade
Stop stitching together generic software. Cora replaces fragmented tools with a single unified operating system.
- Collecting confidential net-worth statements over insecure email threads
- Manually calculating quarterly advisory fees on spreadsheets and sending separate bills
- Tracking client risk profiles on paper forms with missing compliance timestamps
- Bank-grade encrypted client portals for uploading net-worth and portfolio statements
- Automated quarterly advisory fee invoicing with clear GST breakdowns
- Digital risk-profiling intake questionnaires with automated scoring and audit timestamps
Common questions about financial advisors
Explore Other Industry Workspaces
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Legally binding e-signatures, retainer mandates & confidential vaults.
Tax & CA Firms
Tax audit retainers, statutory checklists & instant UPI payments.
Audit & Compliance
Compliance checklists, verified audit logs & evidence vaults.
Consultants & Advisors
Voice-to-Proposal AI, advisory retainers & strategy vaults.
Launch your financial advisors workspace in 3 minutes
All 4 Indian IT Act 2000 legal agreements, SAC SAC 997159 tax codes, and workflows pre-loaded.