The front office for mutual fund distributors
One workspace for the work your team already does
More than a CRM, and not another back office: leads, client reviews, tax harvesting and back-office queries, built for the people who serve your clients and simple enough that they actually use it.
Everyone starts the day on Home
RMs open Spire to one list of what needs them today: follow-ups, client reviews and back-office requests, overdue first. Team Leads see who on their team needs a nudge, and owners see the month and where it's leaking.
Leads
Pipeline, follow-ups and a timeline on every enquiry. One owner, one next date, visible to you at any time.
Learn moreAdvisory
Client families, reviews scheduled by tier, AI-drafted review notes, Wealth Story reports and tax-harvesting plans.
Learn moreQueries
Client requests from RM to back office and back — owned, tracked and closed with a remark.
Learn moreSpire Saathi
The built-in assistant. Ask in plain words, dictate notes in Hindi, Gujarati or any Indian language — it drafts, you decide.
Learn moreThe report your clients actually read
Upload a client's statement once — Spire works out account, equity, and mutual-fund XIRR, and tracks every dividend received across both. Most tools stop at mutual funds; Spire covers your clients' direct equity holdings too. Your RM generates and sends it in minutes; your clients never log into Spire directly.
And the pipeline running underneath it
Every enquiry, every stage, every RM — one board your whole team works from.
Real Spire screens with sample data
A day with Spire
From the morning's to-do list to the owner's view — real Spire screens with sample data.
1/6 · Morning
9:30 am. Spire opens on today's work
Home lists today's follow-ups, client reviews and back-office requests, overdue first.
Ready to see it on your book?
A short call, then we set it up with your team.