For Wealth management & advisory firms
Onboard more clients without more back office.
Practical AI and operational systems shaped around how wealth management & advisory firms actually work.
Onboard more clients without more back office.
The problem we see
Every new client starts with KYC papers, forms and follow-ups — all collected by hand.
What we do about it
- Rebuild client onboarding so documents are requested, tracked and chased on their own
- Put the review pack together from the data your systems already hold
- Give the team one view of what is pending, with whom, and for how long
Make a start
Talk it through on a free call.
What changes afterwards
Advisors spend the week advising, not chasing
Onboarding finishes in days instead of weeks
Nothing sits waiting because someone forgot to follow up
Common questions
Is this software we subscribe to, or a service?
Neither. one7x is a consulting and implementation firm. We build the system on the tools your firm already runs, then hand it over. Your team owns it and runs it afterwards, with no monthly fee needed to keep it working.
Where does our client data go?
It stays on your own systems. one7x builds on the tools you already use, so nothing is copied into a database one7x holds, and nothing is used to train anything outside your firm.
Do you advise on SEBI compliance?
No. one7x does not give regulatory, tax or investment advice. We build the operational systems around the process your compliance team has already defined — collecting the right papers, keeping the record, and showing what is outstanding.
Have you done this for other advisory firms?
one7x does not claim client work it has not done. What we can show you is the method: one named workflow, the number it should move agreed before any build starts, and a written finding you keep either way.
Where does it start?
One workflow, not the whole firm. Usually that is client onboarding, because the documents are the same every time and the delay is easy to count. Contact Us and we will walk your five busiest manual steps.
What this usually starts with
Let’s talk about your situation.
A free intro call, to find where your kind of business loses time and money, and where to start.
After it, a paid assessment is a fixed fee of ₹1,50,000 plus GST. The build is quoted once scope is agreed.
Book a Strategy Call