SPB FinServ.
SPB FinServ helps investors put money into mutual funds — which means the software carries real trust. Onboarding is painless, portfolios are legible, and every number is traceable.
Year
2026
Industry
Financial Services
Services
- Platform build
- Onboarding flows
- Portfolio reporting
Status
live
(the challenge)
In finserv, a rounding quirk isn't a bug — it's a breach of trust. Onboarding had to satisfy compliance without exhausting the investor, and reporting had to read clearly to people who don't speak in NAVs.
(inside the system)
Onboarding & KYC
Compliant without exhausting the investor.
Portfolios
Holdings and returns, readable at a glance.
Transactions
Every investment, tracked end to end.
Reports
Reconciled to the paisa.
(the outcome)
Clean onboarding, portfolios that read at a glance, and reporting reconciled to the paisa. The platform handles the paperwork so the advisors can handle the advice.
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