Entitlement-based delivery
Audience resolution uses active subscriptions and plan segments, not manual mailing lists.
Research | Compliance | Sales | Leadership
The operating platform for Indian research and advisory firms.
Manage enquiries, customer records, KYC/risk questionnaires and agreements, research plans, manual payment verification, approved publications and subscription renewals. Built for advisory operations, not brokerage execution.
Less manual administration. More control over each subscriber journey.
Research and advisory teams need to know who signed up, which onboarding items remain, what each subscriber paid for and who received the latest approved research. TradePacer connects those steps with staff permissions and traceable records. It does not provide external e-KYC, Aadhaar e-sign, broker execution or automatic SEBI compliance; each firm remains responsible for its own regulatory obligations.
Advisory client lifecycle
Every phase connected in one installation
01
Lead
Prospects enter via intake, import, or manual creation with source and assignment.
02Sales engagement
Agents log activities, apply dispositions, and progress opportunities to conversion.
03Client onboarding
Won deals create customer records with services and commercial terms.
04Payment
Payments captured, verified, and allocated to invoices and subscriptions.
05KYC / Risk
Onboarding cases coordinate identity, risk, agreements, and approval.
06Service activation
Subscriptions activate when checklist and plan policy requirements are met.
07Research / advisory delivery
Recommendations publish to entitled clients via approval workflow.
08Renewal
Lifecycle status, expiry dates, and revenue reporting support renewal conversations.
What changes for your team
Outcomes that matter
Not a feature checklist, the results your buyers care about.
Editorial control
Draft, review, approve, and publish with immutable published revisions for audit.
Compliance before go-live
Activation gates block service start until onboarding is cleared when configured.
No performance claims
The system manages workflow and delivery, it does not guarantee financial outcomes.
Publish to the right clients
Research analysts author content; approvers publish. Recipients are resolved by active entitlements and expiry checks at publish time.
Renewal with full context
Subscription end dates, payment history, and delivery acknowledgement feed renewal discussions and reporting.
See the workspace
A look at the workspace this role uses day to day.
Platform modules
Supported capabilities behind this solution
TradePacer CRM supports operational workflow for advisory businesses. It does not provide regulatory certification, investment advice, or guaranteed financial performance.
See how it would work for your team
Walk through this solution with our team, tailored to your roles, modules, and client lifecycle.