Fintech & Financial Services Automation
WhatsPortal sends personalised portfolio summaries on WhatsApp — monthly performance, top holdings, market commentary — so your clients feel informed and connected to their investments without logging into a portal.
Official Meta BSP · No credit card required
01
A client has ₹20 lakhs invested with you. They haven't heard from you in two months. A competitor calls them proactively with an investment idea. The relationship is gone — not because you underperformed, but because you were invisible.
02
Portfolio update emails are read by 15–20% of clients. WhatsApp messages are read by 80%+. The same update, different channels — radically different engagement.
03
Manual portfolio updates are time-consuming. A relationship manager sending monthly updates to 200 clients via WhatsApp individually would spend two days a month just on that. Automation solves this completely.
The solution
Send each client a personalised WhatsApp with their portfolio's current value, monthly returns, and asset allocation — pulled from your portfolio management system via webhook.
Remind clients before SIP dates — 'Your SIP of ₹10,000 processes on [Date]. Ensure your account has sufficient balance.' Simple, useful, appreciated.
When a client's portfolio crosses a milestone — ₹10 lakhs invested, 20% growth achieved — WhatsPortal sends a congratulatory WhatsApp. Makes clients feel acknowledged.
Send a quarterly review invitation via WhatsApp — 'It's time for your quarterly portfolio review. Book a 30-minute call with your advisor.' Drives engagement and retention.
How it works
Connect your portfolio management system
Trigger WhatsPortal via webhook when monthly reports are generated. Client data and performance figures are passed automatically.
Personalised updates go out automatically
Every client receives their portfolio summary on WhatsApp — their values, their returns, their holdings. Not a generic market commentary.
Clients stay engaged
Regular updates build trust and reduce the risk of clients moving their investments elsewhere during market volatility.
Automated credit log
Application data and document verification logs are pushed to your loan management system or CRM database instantly.
Suresh P.
FlexiLoans
Hello Suresh! We received your application for a Personal Loan at FlexiLoans. 💳
2:30 PM ✓✓
To complete your application, we need to verify your KYC documents. You can upload them here.
2:30 PM ✓✓
Upload PAN Card
2:31 PM ✓✓
Please share a photo of your PAN Card. Make sure the details are clearly visible.
2:31 PM ✓✓
📸 Attached my PAN card image
2:32 PM ✓✓
PAN Card received successfully! Let's proceed to the next step. ✅
2:32 PM ✓✓
Example conversation — automated by WhatsPortal
What our customers say
“Our client engagement improved noticeably after we started sending monthly WhatsApp portfolio summaries. Clients respond with questions and our RMs have more productive conversations as a result.”
Live
Clients who receive regular portfolio updates retain assets for significantly longer than those who don't
< 1 min
Average setup time for standard workflows
3×
Increase in response rates compared to email alerts
₹0
Get started for free — free plan included
FAQ
Yes. Segment clients by investment product and send relevant updates — equity portfolio clients receive market-linked summaries; debt portfolio clients receive yield and maturity updates.
WhatsApp supports image attachments. You can attach a simple portfolio snapshot image or PDF summary — generated from your portfolio system — alongside the text summary.
Yes. Client replies come into your shared team inbox. Your relationship managers can respond directly — with full conversation history and context visible.
Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). All in INR via Razorpay.
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No credit card required. Free plan available. Official Meta BSP.
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