Software for financial advisors and DSAs
Every case, every connector, every payout, in one record.
Clients, connectors and lenders all want something different from the same file. The client wants to know the status, the connector wants the payout, the lender wants the documents, and you want an MIS that does not take a weekend to build. One system keeps one record per case and shows each person their view of it.
ASKWhich cases are stuck at a lender for more than 10 days?
The oldest has waited 12 days.
SAMPLE DATA · GENERIC NAMES · More questions owners ask →
A Monday morning on it
What the owner sees at 9am on Monday
One screen. Sixty one active cases by stage, from login to sanction to disbursal, with the three that have sat at the lender for more than ten days flagged. Files that came in from connectors over the weekend, waiting for a document check before login. Payouts due to seven partners once last week's disbursals are confirmed, calculated from the grid rather than a spreadsheet. The month to date MIS by product, lender and connector, ready for the Monday review.
Five layers, one record
Same system, in your trade’s words.
Back office
Connector and partner onboarding with KYC and the payout grid. Case intake with the document checklist per product and lender. Stages from login to sanction, disbursal and payout, with the days at each stage. Payout calculation from the grid, with TDS. Renewal tracking for insurance. MIS by product, lender, connector and month.
Client app
Clients upload documents from their phone, see where their application is, download statements and policy documents, and chat with one advisor in a channel you keep. Connectors get their own view: their files, their stages and their payouts.
Website
A website that builds trust with the disclosures your regulator expects, ranks for the products you sell in your city, and is written so an AI assistant can cite it when someone asks who to call.
Growth
A referral programme for existing clients, founder posts on LinkedIn, a Google Business Profile for the office, and monthly reporting on enquiries by source and cases logged in.
Your screen
Every number from every layer lands here, live. Ask it in plain words, on your phone or the web.
What it costs
One monthly price, by team size.
From ₹9,999 to ₹49,999 a month plus GST, depending on what you need and your team size. Tell us what you need. You get one exact monthly price, in writing, within 48 hours. No setup fee. No per seat fee.
- Back office · Back office about 5 weeks
- Back office + Client app · Back office about 5 weeks, Client app about 4 weeks
- Back office + Client app + Website · Back office about 5 weeks, Client app about 4 weeks, Website about 2 weeks
Most firms start with the back office, then add the client and connector app once the case data is flowing. Whatever you pick, the price is set by team size, never by the seat. Growth sits inside the same monthly range.
Set by what you need and your team size.
Never more than ₹49,999 a month for teams of up to 25.
Prices exclude GST. Your exact price depends on what you need and comes in writing within 48 hours.
How it runs
You run the business. We run the software.
Tell us how you work
30 minutes · one callYour exact price in 48 hours
in writing · 48 hoursWe build, you watch
live link · every weekThen we run it
every month · included
Cancel any time with one month’s notice. Your data exports free at any time. What the monthly price includes
The honest comparison
Packaged software exists. Sometimes buy it.
Packaged DSA CRMs are sold with a setup price plus customisation, and they handle loan leads, files and payouts in a standard shape. For a single product loan DSA on standard flows, that is the sensible buy, and we will say so.
Buy a packaged product when
One product line, loans, and the standard stages fit
The vendor's payout report is close enough to your grid
Connectors are few and a login under the vendor's brand is fine
Build with us when
Loans, insurance and investments live on one client record, not three tools
Connectors get an app under your brand, with their files and payouts live
Payout grids, TDS and MIS work exactly the way your firm defines them
The client base and case history are yours, and export free at any time
Questions advisory firms ask
Asked before people trust us.
What software do DSAs use to track loan cases and payouts?
A case tracker with stages from login to disbursal, a connector register with a payout grid, and an MIS on top. SamaStack builds that as a back office you own, with a client and connector app if you want it, instead of a per user subscription.
Packaged DSA CRMs exist. Why build custom software for an advisory firm?
A single product loan DSA on standard stages should start with one, and we say so. A system of your own earns its price when the firm is more than one product: loans, insurance and investments on one client record, connectors on an app under your brand, payout grids and TDS exactly as your agreements read, and MIS your Monday meeting actually uses. It is priced by team size, never by the seat, and the case history stays yours. If a packaged CRM fits, we will tell you on the call.
Can it calculate connector and partner payouts automatically?
Yes. Each connector has a payout grid by product and lender. When a disbursal is confirmed, the payout is calculated with TDS and queued for release, and the connector sees it in their app.
How much does software for financial advisors cost?
A back office with intake, case tracking, payouts and MIS, and a client app, built together on one engine. Plans run from ₹9,999 to ₹49,999 a month plus GST for teams of up to 25, depending on what you need and your team size. There is no setup fee and no per seat fee.
Can clients upload documents and track their application?
Yes. Clients upload documents from the app against a checklist, see the stage of each application, and download statements and policy documents. Lender queries can be sent to the client for a response from the same screen.
Does it generate MIS reports for the firm?
Yes. Cases, sanctions, disbursals and payouts by product, lender, connector and month are on one screen, exportable to a spreadsheet for the Monday review or for the lender relationship meeting.
Next step
See your firm on one screen.
The brief builder opens with the layers most advisory firms pick, already ticked. Or book a call back below. Tell us what you need. You get one exact monthly price, in writing, within 48 hours. Next start: .