The Problem We Were Brought In To Solve
India wealth management firm (₹4,800Cr AUM): MIS reporting manual, 8 different systems for portfolio tracking, MF+PMS+AIF on separate platforms.
How Revino Delivered
Unified wealth tech platform: aggregated portfolio view, automated rebalancing alerts, MIS dashboard, client-facing app.
Measurable Business Impact
✓Advisor productivity: +44%
✓AUM per advisor: +₹120Cr
✓MIS reports: manual 3 days→automated 4 hours
✓8 systems→1 platform
✓Client app NPS: 72
ReactNode.jsPostgreSQLAWSBSE StAR MFCDSLNSDL
KEY METRICS
+44%
Advisor productivity
+₹120Cr
AUM per advisor
4 hrs
MIS reports
72
Client NPS
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Free 45-minute consultation — real roadmap, no commitment.
Book Consultation → Contact UsMore Enterprise Results
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