What is Investment Advisory CRM?
Investment Advisory CRM by UdyamS is a complete, cloud-ready platform for investment advisory CRM businesses. It brings deposits & accounts, loan management and overdue & NPA tracking together with billing and accounting, so you get one version of the truth instead of scattered Excel sheets and registers.
If your team is dealing with manual interest and EMI calculations, overdue loans without follow-up or audit and compliance pressure, Investment Advisory CRM gives you the control you need — every transaction is recorded once, approved by the right person and reflected instantly in reports.
Every implementation is configured to your process, not the other way round. Our team handles requirement study, data migration, training and post go-live support, and the system can be extended with custom modules, mobile apps and API integrations as you grow.
Explore Features
Key Capabilities & Deliverables
Everything you need from Investment Advisory CRM — engineered for performance, security and ease of use.
Deposits & Accounts
Savings, FD, RD and daily deposit schemes with auto interest.
Loan Management
Loan sanction, EMI schedules, disbursement and collection.
Overdue & NPA Tracking
Ageing, NPA classification and recovery follow-ups.
Agent & Collection App
Daily collection by agents with mobile receipts.
Accounting & Day Book
Vouchers, day book, trial balance and balance sheet.
Regulatory Reports
Statutory and audit reports formatted for compliance.
Analytics & MIS Reports
Ready-made and custom reports exportable to Excel and PDF.
Audit Trail & Data Security
Every change is logged; daily backups and encrypted data keep you safe.
Custom Modules on Demand
Need something unique? We build custom modules that plug into the same system.
Modules Included
Why Businesses Choose It
- Faster, error-free operations with investment advisory CRM workflows automated end-to-end
- Real-time dashboards and reports for confident decisions
- Secure, role-based access with complete audit trails
- Mobile-friendly experience for office and field teams
- Scales with your business — add users, branches and modules anytime
- Local support team with quick response over phone and WhatsApp
Our Implementation Process
Requirement Study
We study your current process, formats and reports on-site or online.
Configuration & Customization
Masters, workflows, print formats and custom modules configured for you.
Data Migration
Opening balances, items, customers and history imported from Excel or old software.
Training & Go-Live
Role-wise training for owners, managers and operators with go-live handholding.
Support & Upgrades
Phone, WhatsApp and remote support with regular feature upgrades.
