Products · Four workspaces
Everything Artham,
one front door.
One platform, four ways in. Advisors, fund managers, operations teams and distribution partners each get a workspace built around their day. Pick yours below.
Each workspace opens in its own tab under its own sign-in.
The products
Built for the person using it.
The same client, mandate and portfolio data runs underneath all four. What changes is who is looking at it and what they need to do next.
For advisors
Artham Advisor
Portfolio management for financial advisors. Build strategies, manage client portfolios, rebalance and track performance in one place.
- Model portfolios and rebalancing
- Client onboarding and KYC status
- Performance and holdings reporting
For fund managers
Artham Picks
SIP-driven single stock portfolio management. Curate picks, run orders and report on performance for every fund you manage.
- SIP-driven single stock portfolios
- Order generation and execution
- Fund-level performance reports
For operations
Artham Backoffice
The operations desk. Trades, mandates, reconciliation, reports and day-to-day admin for the team that keeps everything running.
- Trades, mandates and reconciliation
- Fee runs and invoicing
- Operational reports and controls
For partners
Artham Partner
The console for partner firms. One view of the model portfolios, customers, holdings and fees running under your brand.
- Model portfolios and rebalance history
- Customer book, holdings and AUA
- Fee collection and distributor performance
Next step
Bring us your broking stack and your client-type rules.
Half an hour is usually enough to tell whether this fits. We will walk the actual onboarding flow, not a slide deck.
Artham is technology, not advice. Orpheon Technologies Pvt. Ltd. builds and operates the platform. The advisory relationship, the regulatory permissions and the investment recommendations remain with the registered entity using it.