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A platform to offer Smart and Efficient Robo Advisory service

Use our technology and expertise to gain a competitive advantage and empower you to enable a hassle free investing experience for your clients.

Target audience

IFAs, Corporate Distributors, Stock Brokers, Banks, Financial Institutions and Wealth Management firms

Why ACE Transconnect

It helps you in growing your business.

White-Labelled Robo Platform

  • Advisor Portal
  • Client Login
  • Business Partner Login
  • RM Login

Client Onboarding

  • Paperless Account Opening
  • KYC Online Checking ^
  • Prefilled Account opening Forms
  • Document Vault

Client Dashboard

  • Risk Profile
  • Model Portfolio
  • Goal-based Investing
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Platforms Integration

  • CVL KRA
  • BSE Star MF
  • NSE NMF II
  • MFU India
  • SMS / Email *

Web App & Mobile App

  • Innovative Designs
  • Responsive Website
  • Market Data & News
  • Fund Factsheet
  • Financial Calculator

Data Security

  • Bank Grade Security
  • SSL Encrypted secured portal
  • State of the Art Encryption

Mobile App

  • Transaction
  • Goal Based Investment
  • DIY
  • Portfolio Report
  • Scheme Detail
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Client Dashboard

Enrich your client’s experience

  • Asset Allocation
  • Market Cap. Allocation
  • Sector Allocation
  • Investment Performance
  • Investment Tracking
  • Transactional Alerts

RM and Business Partner

Deliver excellent client service

  • Dashboard
  • Client Status
  • Initiate Transactions for Client
  • Track Investment Performance
  • Assist in onboarding
  • Business Reports
  • Auto mail reports
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Request a demo

Get in touch with us for demo!