For Indian wealth management teams
One workspace, three jobs your team already does
Leads, client reviews, and portfolio reporting — built for Indian wealth management teams who manage their clients' investments, not for the clients themselves.
Leads
Pipeline, follow-ups, and one-tap client updates for your field team. Every lead has one follow-up date, owned by one RM, visible to you at any time.
Advisory
Review cycles, coverage tracking, and query resolution across your book — so you always know which clients haven't been reviewed this quarter.
Portfolio Stories
Upload a client's statement once — Spire works out account, equity, and mutual-fund XIRR, and tracks every dividend across both. Most tools only cover mutual funds; Spire covers direct equity holdings too.
The 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. This is what your RM generates and sends in minutes; your clients never log into Spire directly.
Acme Finance
Wealth Story — Rohan Kapoor
14.2%
Account XIRR
16.8%
Equity XIRR
11.4%
MF XIRR
Dividends received (FY)
₹42,180
across 9 holdings
Year-on-year growth
+18.6%
vs. FY 2024–25
And the pipeline running underneath it
Every enquiry, every stage, every RM — one board your whole team works from.
Acme Finance
Dashboard
128
Total leads
17
Hot pipeline
6
Follow-ups today
9
Won this month