30-day trial

Open your practice chart.

Create a trial account for up to 200 clients. It takes about two minutes, and the first candle on your chart is the client book you already have.

1. 01Check your email

   Login credentials and account details arrive at the email you enter.

2. 02Import your book

   Upload a client list and your CAMS or KFintech files.

3. 03See your practice

   Families, goals and SIPs organised on one screen.

4. 0430 days, 200 clients

   Choose a plan when the trial ends, or let it close.