Vahalla
Smarter CRM for Financial Advisors Powered by AI
The Vahalla Core System
A complete ecosystem designed to modernize financial operations. Now featuring visual insights for every module.
Customer Data Management
Single Customer View (SCV) that consolidates KYC, Risk Profiles, and PDPA documents into one secure ledger.
Centralized KYC/CDD
Risk Profile Tracking
PDPA Compliance
Portfolio Rebalancing
Execute complex model portfolio adjustments across thousands of accounts. The system auto-calculates orders.
One-Click Execution
Drift Monitoring
Auto Order Gen
Auto Reg-Reporting
Automated SEC & AMLO report generation in XML/Excel formats. Reduces manual paperwork by 90%.
SEC/AMLO Compliant
XML/Excel Export
Schedule Aware
Deep Analytics
Real-time dashboards providing executive insights into AUM growth, team performance, and bottlenecks.
Real-time Data
Custom Widgets
Executive Reports
Enterprise Grade Security
Certified ISO 29110. All data is encrypted at rest (AES-256) and in transit (TLS 1.3). Includes strict Role-Based Access Control (RBAC).
ISO 29110 Certified
End-to-End Encryption
Strict Access Control
Enterprise Grade Security
Certified ISO 29110. All data is encrypted at rest (AES-256) and in transit (TLS 1.3). Includes strict Role-Based Access Control (RBAC).
ISO 29110 Certified
End-to-End Encryption
Strict Access Control
Built for Scale &
Uncompromising Security
Uncompromising Security
Seamless Ecosystem Integration
Effortlessly bridge user-facing applications with banking systems
and stock exchanges through a standardized, high-performance API Gateway.
