Serve every clientlike your biggest one.
TruFactor reads your CAS and RTA files, keeps one reconciled book, and drafts the reviews, reports and WhatsApp follow-ups your clients expect. Nothing reaches a client until you approve it.
Client data stored in India · Never used to market to your clients
Upload CAS statements and your CAMS and KFintech RTA files, the records your practice already keeps. TruFactor values every holding at AMFI's daily NAV and builds one reconciled book. Every review, alert and report TruAI drafts starts there.
TruFactor is a software vendor, not your competitor. We never use your clients' data to source, market to, or sell into our own book. Per-advisor data isolation makes that structural, not just a promise.
Nothing is sent without you
TruAI drafts, generates and proposes. Every client-facing message waits for your one-click approval.
Stored in India, kept separate
A private, authenticated workspace per advisor. Client data is stored in India and kept separate from every other advisor's.
No training on your data
TruAI's AI providers don't use your prompts or client data to train their models. AI requests may be processed and retained outside India. See our Privacy Policy.
A 30-minute walkthrough on your book: the reviews, alerts and reports TruAI would prepare for your clients, and how you approve them before anything is sent.
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