Built for the people who serve your clients

Most distribution firms already have software for transactions and back-office data. What they rarely have is a simple way for the team to run the day: which lead to call, which family is due a review, which client request is stuck with the back office.

That work usually lives in WhatsApp groups, Excel sheets and people's memories — until an RM leaves, a follow-up is missed, or a client calls asking why nobody reviewed their portfolio. Spire puts that work in one place your whole team can use from their phone.

• Simple beats complete.If an RM won't open it, it doesn't matter how many features it has.
• Phone first. Your team is out meeting clients, not sitting at a desk.
• In their language. An RM should be able to speak a note in Hindi, Gujarati or any other Indian language and have Spire do the typing.
• People stay in charge. AI drafts; your team decides. Spire never contacts a client on its own.
• Your data is yours. Walled off from every other firm, and handed back to you whenever you ask.

Spire runs every day at a growing distribution firm with a team of RMs and back-office staff, with ₹600 Cr+ in client assets tracked on the platform. We build closely with the people who use it — most features started as a request from an RM or an owner.

Spire works alongside the broker and back-office platforms firms already use for transactions and RTA data. We don't execute trades or give investment advice — we help your team serve clients better.

We're happy to show you Spire on a short call and set it up with your team.