Your whole practice. One tenant, not five spreadsheets.
CRM, mutual funds, insurance, loans, and goals — tracked for every client, with ARN/EUIN tracking and audit trails built in. Import a client's entire CAS statement in under a minute.
6record types in one client view — funds, stocks, insurance, loans, assets, goals
3CAS sources supported — CAMS, KFintech, and NSDL/CDSL, with automatic dedup across statements
2FAtenant-wide security policy, full audit trail, and role-based staff access
₹0to start — the Advisor Free plan covers your first 10 clients, no card required
Everything in one tenant
Stop stitching five tools together.
Your Excel sheet, your MF tracker, your CRM, your reminders app — replaced by one screen that already knows who your client is.
A dashboard that already knows the answer
Net worth, portfolio XIRR, asset allocation, and upcoming renewals — for your whole book, the moment you log in. No exporting to Excel to find out.
CAS import that handles the messy parts
Drop in a CAMS, KFintech, or NSDL/CDSL statement. FolioTrack matches holdings across statements automatically — no duplicate funds when a client re-imports.
Insurance forms built for how policies actually differ
Term, health, motor, and LIC/endowment each get the fields they need — NCB%, co-pay, accrued bonus — plus agent commission tracking your client never sees.
Real returns, not eyeballed ones
Annualised XIRR per holding and per client, value history charted automatically, and one-click NAV refresh — not a spreadsheet formula someone will eventually break.
A CRM that's actually part of the practice
Leads, notes, tasks, and activity timeline live next to the client's real portfolio — not in a separate tool that never gets updated.
A team, not just a login
Invite staff, assign clients, and deactivate — never delete — when someone leaves. Every seat, every role, one audit trail.
A portfolio summary you can actually share
Send clients a read-only, revocable link — no login, no app to install — showing their real net worth, allocation, and upcoming renewals.
Built for how Indian advisory actually works
Compliance isn't a checkbox here — it's the data model.
FolioTrack was built around ARN/EUIN tracking, KYC evidence, and audit trails from day one — not bolted on after a client asked for it.
ARN, EUIN & sub-broker trackingon every mutual fund holding, plus trail commission rate and an income report — the numbers your MFD business actually runs on.
KYC tied to real evidencestatus moves to Submitted only when an identity document is on file, and reverts automatically if that document is deleted.
A structured advice logrecords what you recommended and when — a running, dated file you can show a client (or a regulator) later.
Full tenant audit traillogins, role changes, and sensitive actions, tenant-wide — with an optional 2FA policy you can require for every user.
Pricing
Start free. Pay for staff seats and scale, not for basics.
Every paid plan includes full CRM, CAS import, and compliance tracking — the differences are how much book you can run and how many people run it with you.
All prices in INR, billed monthly. An Advisor Starter plan (₹699/mo) is also available for solo practices that need staff seats before Professional-level record limits. GST as applicable.
Questions
Before you ask support.
Does FolioTrack replace my existing MF tracking sheet?
Yes — import your clients' CAS statements (CAMS, KFintech, or NSDL/CDSL) directly and FolioTrack builds the holdings for you, matched and deduplicated across sources. You can still add records manually for anything a CAS statement doesn't cover.
Is my clients' data secure?
Every tenant is fully isolated at the data layer, staff access is role-based, and you can require 2FA for your whole team. A full audit log records logins and sensitive actions so you always know who did what.
What happens if I go over my plan's client limit?
Existing clients are never blocked or hidden — you just can't add a new one until you upgrade or free up a slot. Nothing is ever deleted for being "over" a limit.
Can my staff have different access than me?
Yes — invite staff with their own login, assign them specific clients, and deactivate (not delete) access the moment someone leaves. Every plan above Free supports at least one additional seat.
Do you support RIAs, not just MFDs?
Yes — the risk-profiling questionnaire, structured advice log, and compliance-grade audit trail were built with SEBI RIA obligations in mind, not just MFD commission tracking.
Bring your first client's CAS statement. See it in three minutes.
