Inside Aventryx — Features Showcase

The Client Workspace

One client. One screen. Everything that matters.

360° Timeline — Every call, email, WhatsApp, transaction, and note. One screen.

Mutual Funds — Live portfolio with NAV, returns, and holding period data.

Insurance — Active policies across the family. Premiums, sum insured, renewal dates.

Claims — Track every claim from intimation to settlement. Nothing slips.

Demat Holdings — Live stock holdings grouped by client code. Connected to our broker SMC.

Work Items — Tasks, service requests, and follow-ups. All in context.

34 and counting. Here are some of our favourites.

Every failed, rejected, or expired mutual fund transaction — caught, categorized, and flagged before it becomes a client complaint.

Know which SIPs are due, which mandates need attention, and when to remind — before the client even notices.

Dividends, bonuses, stock splits — tracked from NSE, matched to client holdings, and sent proactively via WhatsApp or email.

Active claims at a glance. Status cards, document tracking, and a complete audit trail from intimation to settlement.

Discharge summaries read by AI in three languages. Patient names redacted. Red flags caught before the insurer sees them.

A full inbox inside the CRM. Every conversation linked to a client record. Templates, documents, and quick replies — no switching apps.

Attendance, leave, payroll, and advances for the team. The people who serve your clients, managed in the same system.

Credit limits, outstanding balances, portfolio pledged, renewal dates — all synced and visible at a glance.