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GullySystem
Finance and insurance · Software for wealth managers and financial advisers

Hold each family’s portfolio, reviews, actions and documents on one record.

Wealth managers keep each family’s portfolio in consolidated statements, platform logins and one long spreadsheet, so a review takes an evening and the actions agreed in it slip. This software sits around your platforms. It holds a family-wise client book, funds and regular investment plans on one screen, review dates, tasks that close only on proof, and a document trail.

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At a glance

Your clients hold mutual funds, portfolio management accounts, alternative funds, bonds, fixed deposits, insurance and a flat or two, spread across husband, wife, parents and a family trust. You are the only person who sees all of it, and mostly you see it in your head.

Your platform, your back office and your research stay where they are. Around them sits the part that is still manual: the family record, the review calendar, the paperwork trail and the fee ledger. The client review pack comes first.

How the work runs today

A referral comes in and you meet the family. The first job is paperwork: identity checks, a risk-profile questionnaire, goals written on a notepad, and statements and folio numbers from every fund house, bank and insurer. Collecting them takes longer than the meeting did.

After that, the work is reviews. Before each quarterly meeting you download a fresh consolidated statement, update values by hand, list what changed, and note the actions agreed. A nominee change, a switch, a staged transfer, or a redemption for a daughter’s first-year fees lives in a notebook or a chat thread.

Brokerage, trail and advisory fees arrive from several places, and matching them to families at year end is one more spreadsheet.

Where it breaks

What goes wrong for wealth managers and financial advisers without a proper system.

One family is not visible on one screen

Holdings sit across tax numbers, folios, platforms and banks, and every review begins by stitching the picture together again, by the person in the firm who charges most for an hour.

Review dates slip when the season gets busy

March tax work and new clients push reviews back, and the family you last met in October calls to ask whether anyone is still watching their money.

Agreed actions are lost after the meeting

The client said yes to a switch and a nominee update, and two months on nobody is sure either was done.

Client documents are everywhere

Identity forms, bank mandates, tax number copies and signed risk profiles are scattered across inboxes, a shared drive and a steel cupboard, and no adviser knows the latest copy.

What the software does

What we would build for wealth managers and financial advisers.

Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.

Family client record

Show members, tax numbers, folios, holdings by product, goals and risk profile on one screen, with values refreshed from the statements you import each quarter.

Folio and investment plan register

List each family’s folios and running monthly plans by fund house, with start dates, maturity dates and the reminders you want before a top-up.

Review calendar

Record each family’s next review date, send a reminder the week before, and file the meeting note against the family.

Action tracker

Whatever the client and adviser agree in a review meeting turns into an action item, assigned to one adviser or associate and given a date for completion. It stays open until the signed confirmation is attached.

Identity checks and document vault

File documents by client with expiry flags, with access by role and every view logged.

Fee and commission ledger

Match advisory invoices, brokerage and trail received to families, with a year-end summary your accountant can work from.

Before you talk to a supplier

A requirements checklist for wealth managers and financial advisers.

What to cover, which reports to ask for and what to put to every vendor, ready to print or save as a PDF.

Open the checklist
Ready product

A product already built for wealth managers and financial advisers.

It is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then.

Wealth Manager and Adviser Management Software

Household records, account and holdings register, review calendar, action tracker, client papers and fee ledger for wealth managers and advisers.

See the product
More products

Other products in the same sector as wealth managers and financial advisers.

Solutions inside

The business modules wealth managers and financial advisers use most.

Each one is also available on its own, or inside a system built for you.

All solutions by area

AI by department

Where AI can help wealth managers and financial advisers.

Each one reads records you already keep, and a person approves every decision.

Services

The services behind it.

Custom Software and Product Engineering

Software built around how your business actually runs, when nothing off the shelf fits without workarounds.

Learn more

ERP, CRM and Business Software Implementation

One record of stock, orders, customers and accounts, set up so your team opens it every day.

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Data Engineering and Business Intelligence

Dashboards that answer the owner’s Monday questions without anyone building an Excel sheet first.

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Cybersecurity and Application Security

Logins, roles, backups and data exposure checked, so a staff exit or a lost phone is not a crisis.

Learn more

All our other services

Guides

Written for wealth managers and financial advisers.

Practical notes on running the business, not product marketing.

Ready Wealth Platform or Custom Software: How Advisers Should Choose

When a ready back office is enough for a wealth manager, and when a custom layer for family records, reviews, agreed actions and fees earns its place.

Learn more
How it works

How the work runs from Bengaluru for your city.

  1. 1

    The audit, by call

    A screen-share and a look at the sheets, accounting reports and WhatsApp groups your team uses. No travel needed.

  2. 2

    A written proposal

    Scope, what we build first and the cost, agreed in writing before anything starts.

  3. 3

    Build in short rounds

    Working screens shared every few weeks. Your team tests them from your own office.

  4. 4

    Go-live, in person when it helps

    For data migration and training we can come to your city. Travel is agreed in advance.

  5. 5

    Support online

    Fixes, changes and hosting handled remotely by the same team that built it.

Our work in this sector

Software we have built and run in this sector.

Published with the client’s agreement, with what was built and what changed.

All case studies
Microfinance and Self Help Groups

Vikasa RDO: making SHG loan recovery auditable

Loan proposals, recoveries and commissions sit on one record, with a person attached to every state change, so a business handling a bank’s money can show where each rupee went.

Read the case study
Common questions

Questions wealth managers and financial advisers ask before they call.

Does this make us compliant with our regulator?

No software can promise that. It records what you did, when you did it, and who opened each client file, which helps when a query arrives. Compliance stays with you and your compliance officer.

Can it read a consolidated statement or our back-office export?

Yes, as part of the build. Holdings and folios are imported from the file, so the family screen matches the statement. It does not place orders, and execution stays on your platform.

Should we just buy a ready wealth platform?

If a ready back office covers your products and reports, buy it and stop there. Custom work is worth it once you have outgrown it, want your own family portal, or need it joined to your CRM and books.

Can a junior relationship manager see every family’s holdings?

Not by default. The firm decides, and access is set by role: each manager sees the families assigned to him, and partners see everything. Every file opened leaves a line in the log.

How is an adviser practice system quoted?

Pick from family record, folio and plan register, review calendar, action tracker, document vault and fee ledger. Advisers, families served and any statement imports matter. Client sheets must be moved. Your own records are demonstrated first, and each part receives a separate price.

What should an advisory firm prepare before work begins?

A family profile sheet, a plan register, the review schedule, a recent action list, an identity document checklist and a fee statement. Name a senior adviser, a relationship manager and an operations person. Each answers questions and tries the screens.

Do our client and fee records remain ours if the firm leaves?

Yes. Code and every record are the firm’s. Families, plans and fees are produced as open-format files whenever needed. The builders support the system after handover. Hosting is with GullySystem, though another place is possible.

What happens after I share my requirements?

An engineer reads what you send and replies within one business day. We then look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough. You get a short written summary ordered by priority, with no obligation to hire us afterwards.

How much will the software cost?

We don’t publish a price, because it depends on what the system has to do. That first review settles the scope, and the cost goes into a written proposal before any work starts.

In Bengaluru

Bengaluru areas with many wealth managers and financial advisers.

Across India

Cities where wealth managers and financial advisers are common.

Related

Related industries.

Category

Part of these wider groups.

Talk to us

Tell us how your business runs today.

A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.

What happens after you share your requirements

  1. A senior engineer reads your answers. Nobody phones first.
  2. Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
  3. If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
  4. No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.

Share your requirements