#1 Portfolio Management System (PMS)

Powered by the World's Best Technology Platform – Zoho

Digitally transform your wealth management operations with Zoho — from marketing and KYC to portfolio reviews, renewals, and client servicing — all on one platform.

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Zoho Platform Features Key Business Benefits Smart Reports & Dashboards Testimonials Case Studies

About EVA PMS

A complete digital ecosystem built on the Zoho Platform for wealth managers and financial planners — from lead generation to investor engagement, onboarding, and portfolio reviews. The solution integrates Zoho CRM, Creator, Campaigns, SalesIQ, Backstage, Books, Desk, Analytics, and Sign for an end-to-end financial management experience.

Zoho Platform Powering EVA PMS

Our PMS solution is seamlessly built on the Zoho ecosystem — ensuring automation, scalability, and total control. Each Zoho app brings intelligence and efficiency to your daily wealth management operations.

Zoho CRM

Capture investor leads, automate follow-ups, and manage advisory pipelines from enquiry to onboarding.

Zoho Creator

Custom-built investment & portfolio management modules for each advisor’s process flow.

Zoho Campaigns

Send newsletters, SIP alerts, renewal reminders, and client updates with automated email journeys.

Zoho SalesIQ

Engage prospects via live chat and AI-driven chatbots directly on your website or mobile app.

Zoho Backstage

Organize and promote your investor events, webinars, and in-person portfolio review sessions.

Zoho Books

Automate accounting, advisory fee billing, and payment tracking for every investor.

Zoho Desk

Centralized investor support — manage service requests, policy renewals, and portfolio complaints.

Zoho Analytics

Real-time dashboards showing investment mix, AUM performance, and advisory efficiency metrics.

Zoho Sign

Seamless paperless KYC and investment document signing experience for every client.

Features

New Enquiry & Prospect Management

Capture leads from website, campaigns, and events with automated nurturing workflows using Zoho Campaigns & SalesIQ.

Demat Account Opening

Automated digital onboarding with Zoho Sign and seamless KYC verification.

KYC & Risk Profiling

Digitized client KYC and automated risk assessment integrated with Zoho Forms & Creator.

Portfolio Review & Tracking

Track investments across stocks, mutual funds, insurance, and fractional real estate — updated in real time.

SIP & Renewal Reminders

Automated monthly alerts and follow-ups for SIPs, policies, and insurance renewals.

Investor Service Desk

Integrated Zoho Desk for client queries, requests, and complaints with SLA tracking.

Key Business Benefits

40% faster client onboarding
Unified investor view across all assets
Improved investor communication & retention
Data-driven portfolio insights
Automation of renewals & reviews
Professional, paperless investor experience

Smart Reports & Dashboards

Portfolio Summary
SIP Growth Report
Renewal Tracker
KYC & Risk Aging
Branch Performance
Client Statement
Commission & Fee Report
Campaign ROI Summary

Testimonials

“EVA’s PMS automation saved us countless hours every week. Zoho CRM + Creator combo transformed our advisory operations.”
“The best PMS workflow solution for small and mid-size financial planners. Our client retention rate has grown by 30%.”

Case Studies

How a Leading PMS Firm Reduced Manual Portfolio Reconciliation by 70%

Streamlining Investor Engagement for 1200+ Clients Using Zoho Desk & Campaigns