Client Consultation Platform for HNI Distribution Teams, by Octaraa

Client Consultations, Elevated

Live consultations. Discussed options. One-click PDF delivery. From Excel to Vantage.

Get Started

< 1 min

PDF delivery after approval

100%

Audit trail on all actions

Multi-version

PDF archive per client

Real-time

Live calculations during call

Everything you need to run consultations with confidence

Built for HNI client servicing — manual, hands-on, personal.

Live Consultations

Fill client profiles in real-time during calls. Clients see calculations appear on screen share instantly.

Goal-Based Planning

Instant corpus and SIP calculations for retirement, education, home, and more with inflation-adjusted projections.

Discussed Options

Wealth Managers manually select and add mutual funds, FDs, and insurance products tailored to each client.

Approval Workflow

Review everything before sending. Multi-email delivery to primary and backup addresses with PDF archive.

How it works

Live Consultation

Wealth Manager fills the form while on call — client sees numbers in real-time on screen share.

Add Discussed Options

Post-call, Wealth Manager manually selects and adds hand-picked products with rationale.

Review & Approve

Wealth Manager reviews the full plan and approves before anything reaches the client.

Deliver & Archive

PDF sent to primary + backup email. Client gets permanent portal access.

What's included

Multi-step live consultation form

Real-time goal corpus & SIP calculations

Manual product discussion interface

Wealth Manager approval workflow

Multi-email delivery (primary + backup)

PDF generation with version history

Full audit trail on all actions