NiveshIQ
Setup
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For professionals · Enterprise

Run your advisory practice
on a live engine.

Onboard clients, build investor profiles, and see the same live engine-computed dashboards your clients see — with an append-only advice log, branded reports, and a compliance-ready trail. Priced per client seat.

See enterprise pricing→See pricing
Per-seatclient pricing
Liveengine dashboards
SEBI-awareadvice trail
👥
Client intake & profilesInvite clients or intake them yourself; each gets a full investor profile on the same engine.
📈
Live risk dashboardsClient health, net worth, risk score and exposure — recomputed from the live engine, never your login.
📝
Append-only advice logEvery recommendation timestamped and immutable — the audit trail SEBI IA regulations expect.

What you get

Everything in Advisor workspace.

👥Client intake & profilesInvite clients or intake them yourself; each gets a full investor profile on the same engine.
📈Live risk dashboardsClient health, net worth, risk score and exposure — recomputed from the live engine, never your login.
📝Append-only advice logEvery recommendation timestamped and immutable — the audit trail SEBI IA regulations expect.
🏛️Branded reportsGenerate client-facing reports under your firm’s branding, straight from the workspace.

Built for how advisors actually work

  • Clients summary is your main screen
  • Compliance + firm branding in your profile
  • Client links share dashboards, never credentials
  • One workspace, every client on the same engine

Questions

Fair questions, straight answers.

How are clients linked?

Via a unique link key either side can enter — clients share their live dashboard, never their login.

How is it priced?

Enterprise, per client seat. See the plans page or talk to us for volume.

Bring your practice onto NiveshIQ.

See enterprise pricing→

Free to start · algorithmic research, not investment advice