Fintech · Trellis

The operating workspace for mutual fund distribution

One workspace connects client context, research and execution, so RMs and IFAs serve more clients well.

Trellis brings client and family context, approved house research and execution into one governed workspace over the systems a distributor already uses. Opportunities and at-risk clients surface before the client asks, suitability is gated before the order, and every recommendation, approval and outcome is traceable.

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Client 360
Family, goals, folios, held-aways
Suitability first
Gated before the order
Voice at every step
Clients ask, request and confirm
10+ enterprises
Underlying platform in production

Outcomes

Business outcomes for the distributor.

01

More revenue, stronger retention

Opportunities and at-risk clients surface before the client asks or leaves.

02

Risk seen ahead

Shared client and business context, with breaches and anomalies flagged beforehand.

03

Lower cost to serve

Connected workflows reduce rework and handoffs between desks.

04

Faster management action

Shared visibility into performance, exceptions and potential risk.

05

Consistent governance

Suitably gated and traceable recommendations, approvals, actions and outcomes.

The operating layer

One place to work, decide and govern.

An integrated core over the existing systems, with approved research and governed AI in every workflow.

Serves

  • Leadership
  • RMs and IFAs
  • Compliance
  • Operations and finance
  • Investors

Unifies

  • Client and family 360
  • Goals and risk profile
  • Holdings and folios
  • AMC and IFA book
  • Targets and commission

Connects

  • CAMS and KFintech
  • BSE and NSE
  • CKYC and KRA
  • eNACH and UPI
  • AMC brokerage feeds

Governed by design: role-based access, suitability and KYC gates, and an audit trail on every action.

Intelligence

Every insight arrives with its value and next step.

AI drafts, people approve, and the client confirms. Each insight is explained, sized in rupees and handed to an owner.

  1. 01

    Detect

    A silent SIP stop, idle cash, goal drift or a cross-sell opening.

  2. 02

    Rank by value

    Sized by AUM and trail at stake, so the largest item comes first.

  3. 03

    Act

    A drafted message and a named RM, approved before it is sent.

  4. 04

    Learn

    The outcome feeds the next ranking.

SIP at risk · 81% confidence · illustrative

Kapoor family: two SIPs stopped silently

Why
No debit in 90 days, with the mandate still active
Value
₹1.6 Cr AUM at risk, ₹1.4 L trail a year
Next
Draft revival message, assign to RM
Owner
Relationship manager

Journeys

A voice-first client journey.

Clients ask, request and confirm in natural language at every step, with context and automation behind each one.

Client journey

  1. 01

    Acquire and onboard

    Prospects nurtured, KYC coordinated, needs captured

  2. 02

    Understand and plan

    Holdings, risk profile, IPS and goals connected

  3. 03

    Recommend and invest

    Research-backed options reviewed, decisions captured

  4. 04

    Monitor and engage

    Goal progress, SIP health and timely opportunities

  5. 05

    Serve and retain

    Requests resolved, commitments tracked, reports shared

Who it serves

How each desk works.

RMs and IFAs
One Client 360 with ranked, rupee-sized plays.
Leadership
A live attention list with the value at risk.
Research
The approved house view inside every proposal.
Compliance
Suitability gated before the order.
Operations and KYC
An onboarding queue with clear owners.
Finance
Statements matched line by line.
Shared by all
Meetings, tasks, tickets, service requests and reports.

Foundation

Specialised for MF distribution. Production hardened, enterprise grade.

Specialised for MF distribution

The distribution business, modelled in full.

  • NetworksRM, IFA and branch with targets, incentives and claw-backs.
  • Commission and trailAMC brokerage tied to partner payouts.
  • Suitability firstRevenue shown only among suitable options.
  • Client modelIPS, goals, family and held-aways with automatic checks.
  • Regulation built inARN, EUIN, KYC and SEBI rules.

Production hardened, enterprise grade

The underlying platform runs at ten or more scaled enterprises.

  • Deploy anywhereCloud, on-premises or air-gapped.
  • Access and auditRole-based, segregated duties, explained trails.
  • Human-in-the-loop AIAI drafts, people approve, clients confirm.
  • ConfigurableVersioned rules, limits, workflows and policies.
  • Existing systems keptAdapters and prebuilt connectors to the systems in place.

How it starts

From discovery to scale, in four steps.

A discovery workshop with business and technology leaders is the first step.

  1. Discovery workshop

    The highest-friction workflows and the measures that matter.

  2. Scope

    User cohort, data sources, controls and success criteria.

  3. Pilot

    Priority use cases live, with the impact created tracked.

  4. Scale

    Rollout across branches and the IFA network.

Also in fintech

WealthOSWealth firms and family officesAlphaForgeMutual fund asset management companiesQuantTradeTrading desks, strategists and proprietary funds

Distribution, on one governed workspace.

Trellis connects client context, research and execution so every RM and IFA serves more clients, with suitability gated and every outcome traceable.

Book a discovery workshop