In a seed funding round from Zerodha-backed Rainmatter Capital, wealth and investment management platform Actlogica, raised Rs.3 crores.

Ameet Ayare and Archana Anoor, a husband-and-wife duo, created Actlogica in 2015 to help wealth managers and investment managers. To keep their firms running, investment managers use a variety of instruments.

Not just to watch market movements and take evasive action, but also to assure regulatory compliance and, most significantly, to establish a long-term business.

FinFlo Enterprise, their first wealth management product, is an investor-centric platform with process flexibility and CFA-inspired reporting standards. FinFlo's purpose is to make it as easy as possible for users to place orders, settle, report, and charge fees (in the case of RIAs). All in one spot, eliminating the need for different systems.

For the investor, this includes making it easier to place orders for mutual funds, direct stocks, ETFs, and other securities. Creating a compliant multi-asset order and approving advised investment transactions to buy and sell assets can be done in one simple and fluid sequence.

It also implies that investors will be able to follow their objectives and monitor the performance of their investments with more data and analytics. The investment managers would ordinarily have to calculate these indicators for hours, if not days, before they could include them in a report.

Investa, the firm's other offering, is a freemium API-first mutual fund CAS analysis and reporting program. Individuals having a CAS statement can upload, analyze, and generate a performance report for the investments in the CAS file in a matter of seconds.

“We’ve built an ecosystem of software tools that are interconnected. These can be plugged into each other to create a customized version of the software that can cater to business needs”, says Ameet Ayare, Co-founder & CEO, Actlogica.

“We are happy to partner with the Actlogica team as we strongly believe that the tools and platforms that the team at Actlogica is building can empower a generation of Indian advisors and other financial intermediaries”, says Nithin Kamath, Founder and CEO, Zerodha.