Operations Hub

Wealth OS

Partner mailroom, distributor management, settlement tracking, document intelligence, and support operations for your practice.

Settlement tracker Manage operations
Active Distributors
47
+3 this quarter
MTD Settlements
INR 18.4 Cr
+7.2% vs July
Open Tickets
23
4 escalated
Docs Processed Today
1,842
98.7% accuracy
Partner mailroom
Unread operational and regulatory correspondence
4 unread
NSE Clearings
Daily settlement report for 18 Aug 2026 - all obligations cleared
09:30
AMC Relations - HDFC MF
New fund offer: HDFC Quant Fund - launch 25 Aug 2026
09:15
Compliance Team
Monthly compliance checklist due by 20 Aug 2026
Yesterday
Operations
System maintenance scheduled 20 Aug, 23:00 to 21 Aug, 02:00 IST
Yesterday
Partner Success
Q2 performance review meeting - 22 Aug 2026, 10:00 IST
2 days ago
Distributor book
ARNs, AUM, SIP count, and operational status
Commissions
ARNNameAUMSIPsStatusActive Clients
ARN-104578 Wealth First Advisors INR 12.4 Cr 142 Active 89
ARN-108923 Capital Growth Partners INR 8.7 Cr 98 Active 54
ARN-112456 Prudent Financial INR 5.2 Cr 67 Review 31
ARN-115789 Secure Invest Corp INR 3.8 Cr 45 Active 22
Settlement summary
T+1 and T+2 obligations across exchanges and AMCs
18 Aug 2026
Pay-in due
INR 2.14 Cr
Cleared
Pay-out expected
INR 3.67 Cr
T+1
AMC redemption
INR 92.4 L
Pending
Open settlement tracker
Sentinel Copilot
Redemption tickets have spiked 32% this week. The top cluster is delayed AMC credit for liquid funds. I have mapped affected clients and drafted a proactive communication.
View affected clients Draft communication
Next Best Action
ARN-112456 Prudent Financial is flagged for review due to three unresolved support tickets. Schedule a distributor hygiene call and update their commission tier.
Schedule call Update tier
Document intelligence
AI extraction and verification queues
AI ready
📄
KYC batch processing - 47 documents
Extracted: name, PAN, address, photo · 98.4% accuracy
Processed
📈
Portfolio statement parsing - Aug 2026
1,247 statements · 3 flagged for review
Processing
✅
Compliance document verification
AML checks complete · 0 alerts
Verified
Open vault
Support queue analytics
Live ticket distribution and response times
23
Open
4
Escalated
28
Resolved today
12m
Avg response
Redemption issues32%
KYC / onboarding28%
SIP / mandate22%
Reporting18%
Related journeys
Continue operations and governance workflows
Settlement Tracker
T+1 and T+2 obligations across exchanges and AMCs.
Document Vault
Secure archives, e-signatures, and audit trails.
Manage
Client operations, mandates, and service requests.