We handle the Technology, you handle the Wealth.
Stop wrestling with generic vendors who don't understand "Fiduciary Duty." Kodewoez builds secure digital infrastructure, automated workflows, and compliance-ready systems for Fiduciary Advisors in India, US, Canada, UK, Australia, NZ, and Singapore.
Are "Tech Headaches" Slowing Your Practice?
You want to focus on financial planning, but operational friction keeps getting in the way.
The Compliance Nightmare
Is your website 100% compliant with SEBI/SEC marketing rules? Are you archiving client emails correctly? One tech slip-up can lead to a regulatory audit.
The "Manual Work" Trap
Your systems don't talk to each other. You are manually copying data from emails to your CRM, and from your CRM to your custodian. It's slow and error-prone.
The Client Experience Gap
Your advice is top-tier, but your digital presence looks outdated. Clients expect a smooth, secure digital portal, not a clunky 2010-era interface.
Core Packages
Advanced Infrastructure for Advisors
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Advisor Website Management
- We build, maintain, and upgrade professional advisory websites. Includes hosting, SSL security, and updates to ensure your "digital storefront" is always compliant and client-ready.
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Secure Digital Workspace
- Go beyond just email. We deploy Mobile Device Management (MDM), Virtual Desktop Infrastructure (VDI), and enterprise VPNs so your team can work securely from anywhere without exposing client data.
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Workflow Gap Bridging
- Standard APIs often fail at complex advisory logic. We build middleware scripts and custom data pipelines that automate reports, fee calculations, and rebalancing alerts where off-the-shelf tools fall short.
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Legacy Data Migration
- Moving from old server-based systems (ACT!, GoldMine, Excel) to the cloud? We handle the ETL (Extract, Transform, Load) process, ensuring data integrity and historical accuracy is preserved.
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Cybersecurity Hardening
- We conduct vulnerability assessments, set up 2FA/MFA across your firm, and implement Zero Trust architecture to protect your practice from ransomware and data breaches.
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Fractional IT Dept
- For growing firms that need ongoing support but aren't ready for a full-time CTO. We manage your cloud infrastructure (AWS/Azure), vendor relationships, and helpdesk tickets.
Localized Compliance Add-Ons
Modules for Every Jurisdiction
Whether you are in Mumbai, New York, or London, we have the regulatory modules you need.
Compliance Center
Dynamic display of mandatory disclosures (SEBI Registration, Form ADV, CRS, FSG) to keep you audit-ready.
e-KYC & Onboarding
India: NSDL/Aadhaar/PAN integration.
Global: Passport/ID verification for AML/KYC norms.
Digital Signatures
Legally binding DocuSign or Adobe Sign workflows integrated directly into your client agreements.
Fee Collection
India: Razorpay/UPI/Nach Mandates.
Global: Stripe/GoCardless for advisory fee billing.
WORM Data Vault
Encrypted cloud storage with automated retention policies to meet data archiving norms (SEBI/SEC Rule 17a-4).
Audit Logs
Backend dashboard tracking every client interaction, document version, and login for stress-free audits.
"I used to hire freelancers who didn't understand the difference between a Fiduciary Advisor and a Broker. Kodewoez 'gets it' immediately. My new platform is secure, compliant, and client-ready."
The Only Tech Agency That Speaks "Fiduciary"
We aren't just another dev shop. As the technology arm of RiaFin, we are built specifically to serve the needs of ethical financial professionals in India and across the globe.
- We understand regulatory environments (SEBI, SEC, FCA, ASIC).
- We prioritize data security and client privacy in everything we build.
- We build systems that reduce operational drag, letting you focus on advice.
Start Your Tech Assessment
Tell us about your current technology challenges. We will review your setup and schedule a free discovery call to discuss bespoke solutions.
- ✓ No obligation discovery
- ✓ Focused on Fiduciary Standards
- ✓ Confidential Review