AI-Native Wealth OS

Sentinel Partner Journeys for Wealth Management

A comprehensive reference showcase of the OneDigital partner experience across command, distribution, operations, and governance. Built for Tier 1 and Tier 2 independent financial advisors.

Open Dashboard Explore Products
Persona-aware showcase. Toggle between Tier 1 IFA (multi-product, analytics-heavy practice) and Tier 2 IFA (growth-focused, core-workflow practice) using the switcher in the topbar.
Command
Insights and intelligence for the practice
Partner Dashboard
Morning command center with AUM KPIs, alerts, product mix, cash flow, and next-best-actions.
16 WidgetsLive
Client 360
Household deep-dive with holdings, allocation, income, goals, documents, and advisory history.
7 TabsHousehold
Client Book
Full client roster with filters, segmentation, AUM sorting, health badges, and quick actions.
312 HouseholdsFilterable
Analytics
Performance, attribution, risk metrics, tax analytics, and client distribution intelligence.
AttributionRisk
Distribute
Product discovery and distribution
Discover
Fund research, comparison, thematic baskets, model portfolios, and AI-powered recommendations.
4,200+ FundsResearch
Products
Catalogue across MF, PMS, AIF, bonds, FD, equities, insurance, and NPS with suitability filters.
8 CategoriesCatalogue
Acquire
Lead pipeline, prospect scoring, risk profiling, KYC, and product-aware onboarding.
PipelineOnboard
Advisory
Goal planning, risk profiling, asset allocation, suitability mapping, and proposal builder.
GoalsSuitability
Transact & Manage
Operations and portfolio management
Transact
Order placement, execution tracking, settlement, SIP/STP/SWP mandates, and bulk operations.
OrdersSettlement
Manage
Portfolio rebalancing, SIP management, switches, corporate actions, and mandate tracking.
RebalanceManage
Serve
Service requests, support tickets, client communications, scheduling, and NPS tracking.
TicketsService
Revenue
Commission tracking, AUM analytics, distributor payouts, clawbacks, and revenue forecasting.
CommissionForecast
Governance
Compliance, ops, and enablement
Compliance
KRA verification, suitability checks, FATCA/CRS, document compliance, and audit readiness.
94/100Audit
Wealth OS
Internal operations: mailroom, distributor book, document intelligence, and support queue analytics.
InternalOps
Studio
Report builder, proposal designer, branded collateral, and client presentation templates.
BuilderTemplates
Vault
Secure document storage, e-signatures, compliance archives, and full audit trail.
SecureEncrypted
Reference showcase for the AI-Native Wealth OS partner experience. Built with the Sentinel design system.