Built for every role.
For Agents
Real-time coaching and simplified daily workflows
For Customers
Personalized journeys that build trust & drive conversion
For Leadership
Instant insights & intelligent levers to drive performance
Our Core Modules
MEDIC
Metrics Evaluation & Decision Improvement Catalyst
From scattered reports to sharp decisions - a single protocol to spot gaps and act fast.
Key Features
One-glance dashboard for CXOs
Pinpoint root causes across sales, engagement, service and retention
Spot risk trends 30 days early
Cut turnaround time by 40% with local fixes
How it works?
Prebuilt dashboards with essential KPIs
AI copilot flags hidden patterns
Unified data model for consistency across geographies
Go live in 4 weeks with integration SWAT team
GPS
Guided Path to Success
Guides every agent with proven, real-time actions that build confidence and boost sales.
Key Features
50+ proven action types (DILO, WILO, MILO)
Tasks adapt to agent performance
Fewer managers, bigger teams
Gamified progress boosts motivation
How it works?
AI recommends next best actions
Tracks completion & quality
Manager tools reveal coaching needs
Seamless integrations + 4-week go-live
Lead PILOT
Personalized Interactions & Lead Orchestration Tool
Captures leads instantly and drives 1:1 engagement that converts - all on autopilot.
Key Features
Instant lead capture from Events, Web, WhatsApp
25+ trust-building journeys, from cold to conversion
AI-crafted messages using 50+ attributes
Doubles conversions with leaner marketing teams
How it works?
QuickTap captures & enriches leads instantly
Campaign engine automates omni-channel touchpoints
Dashboards for real-time campaign optimization
Onboard in 4 weeks, value in 90 days
Backed by a passionate team committed to transforming distribution.
Built for you, not the other way around.
WealthRight SaaS is modular & fully customisable.
Tailor it to your products, geographies, agents, and regulatory landscape.
Personalized Onboarding, Training & Service Journeys
Mutual Funds, Insurance, Loans, FDs, All Supported 
Custom Commission Structures, Belt Programs, Club Rules - Market-specific Compliance Workflows
Ready to transform your distribution?
Whether you’re 50 or 5,000 strong, our platform is built to flex and scale with you.
No rigid systems, no one-size-fits-all. You grow your way, we just make it easier.