For wealth advisors · RIA
Fee-only advice. Run with precision.
Tailored financial plans for every client, with fee billing, collection and advice records handled in the same place.
Built for advisory practices.
Advisory fee billing
Fixed or percentage-of-assets fees, calculated and invoiced, then collected through eNACH or UPI AutoPay mandates.
Risk profiling and IPS
Risk questionnaires set to your framework, and investment policy statements generated from them.
Direct-plan execution
Direct-plan mutual fund orders through BSE StAR MF and MFU, with no distribution commission.
Advice records
A record of advice given, reports approved, e-signatures and fee consents, kept with each client.
Your advisory workflow, in order.
From the first meeting to the annual review.
Onboard
Self-onboarding with CKYC checks, your advisory agreement and fee mandate.
Plan
Financial plans and goals your clients can follow, built on their whole net worth.
Advise and review
Recommendations and reviews, with holdings from CAMS and KFintech feeds, CAS statements and the account aggregator.
Charge fees
Fees and invoices, with collection through UPI AutoPay or bank transfer.
Keep records together
Agreements, statements and notes are kept with each client, in one vault.
Plans and reviews your clients can follow.
Your advisor builds the plan and the review. Your client sees goals, progress and next steps in your brand.
- Financial plan. Goals and progress your clients can follow.
- Advisory review. A structured review your team can run on a schedule.
- Recommendations. Written and owned by your advisor.
- Fees and invoices. Fee screens and mandates for your team.
- Clients
- Financial plan
- Advisory review
- Recommendations
- Fees and invoices
- Task centre
Illustrative visuals and data. For preview only.
Spring Sense AI · rolling out to firms nowReview drafts. Recommendations stay yours.
Agents prepare meeting briefs and review drafts, draft client follow-ups, and flag KYC expiry and missing documents. Recommendations remain the advisor's. Your advisor approves everything before it reaches a client.
What your team sees
- Review draft, with the points to cover
- Meeting brief before, summary and actions after
- A flag when documents are missing
- An AI-generated label on every output
Upgrading from your current system.
We'll bring your clients, holdings and history across, and show your team what changes on day one.
Does Spring Money give advice?
No. Advice is given by your firm. Spring Money is a technology provider. Your recommendations and plans are yours.
Will our clients see our brand?
Yes. Your clients see your name, logo, colours and font. Spring Money is a small technology credit.
Our firm holds both registrations. Can one platform handle both?
Yes, kept apart. Each client family sits under one registration only, and advisory and distribution records stay separate.