Renewals slip through the cracks. Revenue leaks silently.
Automated renewal reminders. Zero revenue leakage.
06
A team member leaves. Tribal knowledge walks out the door.
Every process documented and automated. Nothing walks out.
Built For Modern RA/IA Firms
Everything you need to run, grow and scale your research firm.
Professional Website
Convert visitors into leads with a high-converting, WCAG 2.0 AA compliant website.
WCAG AASEO Ready
Lead & CRM
Capture, track and convert leads with a powerful CRM. Auto-captured straight from your website.
Auto-CapturePipeline
Digital Onboarding
KYC, eSign, agreements, risk profiling and more – all digital, all automated.
KYCAutomated
Multiple Payment Gateways
Razorpay, Cashfree, and your own branded UPI QR — accept payments the way your clients prefer.
RazorpayUPI QR
GST-Compliant Invoicing
Auto-generated, immutable, GST-ready invoices. Reconciliation made easy.
GST ReadyAuto-Invoice
Multiple eSign Options
Digio-integrated eSign plus DSC signing (ePass2003) — government-grade legality, your choice.
DigioDSC
Client Portal
Give your clients a beautiful portal to track, download and stay informed.
Self-ServeDownloads
Omnichannel Delivery
Research and alerts pushed via Telegram, WhatsApp, Email, SMS and Web Push.
WhatsAppTelegram
Rationale Automation
Build rationales easily. Auto push to clients. Time stamped. Trackable. Audit ready.
Time-StampedAudit Ready
Auto Lifecycle Emails
Automated emails on every major customer lifecycle event. Zero manual follow-up.
AutomatedZero Manual
Marketing Automation
Email campaigns, SMS, drips, templates and more to grow your business on autopilot.
SMS DripsCampaigns
Compliance & Reports
Built in compliance. Ready to use reports. CA verified workflows and templates.
CA VerifiedTemplates
One-Click Compliance Reports
SEBI Reg 26A/26B and full audit reports, generated in one click, not one week.
Reg 26A/26BInstant
Customer Data Export
Download My Data and Account Erasure — DPDP Act 2023 rights, built in, not bolted on.
DPDP 2023Self-Serve
Team & Access Control
Role based hierarchy — Owner to Manager to Analyst. Permission control at every level.
Role-BasedPermissions
One-Page Command Center
Every metric, every action, one dashboard. One-click research calls, start to finish.
Single DashboardOne-Click
Flexible KYC Options
DigiLocker auto-pull or manual upload — let clients choose whichever is easiest for them.
DigiLockerManual Upload
CA-Verified Architecture
Designed and verified by seasoned CA experts with decades of compliance experience.
Expert-BuiltTrusted
Fully Managed Customer Accounts
End-to-end managed login, profile and service experience for every single client.
End-to-EndManaged
Instant Service Provisioning
Service activates automatically the moment payment and agreement are confirmed.
Auto-ActivateReal-Time
And this list keeps growing. We believe in continuous improvement, with more features rolling out every week and every month.
*Based on your plan
Us. Vs. The Usual Setup.
We'll be honest about where everyone's the same — and where we're genuinely not.
Typical Setup
Intellix
Cloud-hosted, works on mobile
✓
✓
Connects to payment gateways
✓
✓
Understands SEBI compliance
"We Googled it before the demo"
Built by people who live this regulation
Product roadmap
Shipped once in one year, never opened again
New releases every week and month
CA / CS backed workflows
"That's between you and your CA"
Built into the platform
Exporting your own data
Three menus deep, if it exists at all
One click, anytime, no ticket needed
Sales promises
"Our AI will replace your entire ops team"
Real workflows, real audit trails, no magic
Support when something breaks
Ticket #4521 — reply in 3-5 business days
Real people, real onboarding
Who it's actually built for
Enterprise-only, or a toy that stops at 50 clients
Solo RA to 50-person RIA firm
Accessibility (WCAG 2.0 AA)
"Is that a compliance thing too?"
Built in by default
Questions, Answered.
Everything you’d ask before switching your research firm onto Intellix.
Yes. Every workflow — onboarding, agreements, billing, research delivery — is built against current SEBI RA/IA regulations from day one, with CA-verified templates and a one-click audit export.
Most firms are live in under 48 hours. Our team handles the initial configuration and data import — you’re not left to figure it out alone.
On infrastructure located in India, encrypted at rest and in transit, with tenant-level isolation — your data never mixes with another firm’s.
Yes. Compliance officers and external CAs get their own permission-scoped view — reports and delivery logs, no access to unrelated client data.
No — Intellix connects to Razorpay, Cashfree and others you already use, and automates invoicing and reconciliation around them.
Yes. Our onboarding team imports your existing client list, documents and history — you don't start from zero.
Intellix is Digio-integrated out of the box and supports DSC signing too — no need to switch providers.
Yes — role-based hierarchy from Owner down to Analyst/Viewer, with permission scoping on every module.
It's yours. Full data export is a self-serve feature, not a support ticket — DPDP Act 2023 rights, built in.
Compliance Designed Into Every Process
Backed by seasoned CA experts with decades of experience. Built to meet SEBI expectations.
0%
Audit Ready
0+
Documents Managed
24/7
Your Data. Your Control
Regular
Compliance Updates
Build A Research Firm That Doesn’t Panic When It Grows.
Whether you have 50 clients or 50,000, Intellix gives you the systems, automation and confidence to grow without breaking.
No credit card required · Setup assistance · Onboarding support
Trusted Technology We Work With
WhatsApp
Telegram
SMS
Email
Web Push
Disclaimer: Equisigma Technologies is a software platform provider. We do not offer investment advisory services, research advice, or execute financial transactions. Licensing fees are purely for software usage. Brand names and logos shown belong to their respective owners and indicate integration availability, not endorsement.
