Comprehensive merchant banking management platform for client management, deal tracking, KYC compliance, and financial operations. Alternative to Finacle and Kiya.ai.
A powerful merchant banking management platform designed to streamline operations, automate workflows, and provide comprehensive financial insights. Perfect for merchant banks and financial institutions. Learn more about our custom software development services.
Complete client relationship management
End-to-end deal tracking & management
KYC & regulatory compliance
Comprehensive features for merchant banking operations
Comprehensive client profiles with complete business and financial information
End-to-end deal tracking with automated fee calculations and payment schedules
Digital KYC document management with automated tracking and alerts
Comprehensive invoice management, payment processing, and multi-currency support
Real-time portfolio valuations and performance analytics
Task creation, assignment, and team collaboration
Risk assessment, credit application workflow, and reporting
Custom reports, financial insights, and interactive dashboards
Powerful integrations and automation features
Real-time market prices, historical data, and price alerts
Razorpay integration with secure payment processing
Email, SMS, and in-app notifications with customizable templates
RBAC, 2FA, complete audit trail, and secure file uploads
Versioned API with secure authentication and rate limiting
Scheduled tasks, automated notifications, and compliance checks
Perfect for financial institutions and professionals
Complete banking operations management
Deal tracking and portfolio management
Client management and compliance
Portfolio tracking and analytics
Financial operations and reporting
KYC and regulatory compliance
Compare Dakshar with Finacle, Kiya.ai, and other banking software solutions
| Feature | Dakshar | Finacle | Kiya.ai |
|---|---|---|---|
| Merchant Banking Focus | |||
| Deal Pipeline Management | |||
| Client Relationship Management | |||
| KYC Compliance Automation | |||
| Portfolio Management | |||
| Merchant Banking Specific |
Key Advantage: Dakshar Merchant Banking Software is specifically designed for merchant banking operations with dedicated deal pipeline management, merchant banking workflows, and specialized features. While Finacle and Kiya.ai focus on core banking and digital banking, Dakshar provides a niche solution tailored for merchant banking needs.
Why choose Dakshar Merchant Banking Software?
Everything you need to know about Dakshar Merchant Banking Software
Dakshar Merchant Banking Software is a comprehensive management platform designed specifically for merchant banks. It includes client relationship management, deal pipeline tracking, KYC compliance automation, financial operations, portfolio management, and comprehensive reporting.
While Finacle and Kiya.ai focus on core banking and digital banking solutions, Dakshar Merchant Banking Software is specifically designed for merchant banking operations with emphasis on client management, deal tracking, and merchant banking-specific workflows. It offers a more focused solution for merchant banking needs.
The deal pipeline management includes end-to-end deal tracking, customizable deal types and stages, automated fee calculations (fixed, percentage, tiered), payment schedule generation (installments, EMI), financial metrics (ROI, profit margin, efficiency), and revenue recognition (cash & accrual).
The KYC compliance module provides digital KYC document management with upload, versioning, and approval workflows. It includes automated expiry tracking and alerts, status history with audit trail, deadline tracking with reminders, and compliance scoring and reporting.
Yes, the software supports 10 different currencies for financial operations, invoices, and reporting. This makes it suitable for international merchant banking operations.
Yes, the platform allows full customization of deal types and stages to match your specific merchant banking workflows and processes.
Financial operations include invoice creation and management, payment processing and reconciliation, multi-currency support, tax calculations (GST, CGST, SGST, TDS), cash flow analysis and projections, and bulk payment processing.
Yes, the software includes portfolio management with portfolio creation and tracking, real-time valuations, and market data integration for comprehensive portfolio oversight.
Pricing is customized based on your requirements and scale. Contact us for a detailed quote and free demo to see how the software can benefit your merchant banking operations.
Yes, the platform includes a REST API for integration with existing banking systems, market data providers, and other financial software. The API is versioned with secure authentication and rate limiting.
The software provides comprehensive reporting including custom report builder, export to PDF/Excel, interactive dashboards with charts, financial insights, and automated report generation for various operational metrics.
Yes, the platform includes role-based access control (RBAC), two-factor authentication (2FA), complete audit trail, secure file uploads, and follows banking industry security standards.
Get started with Dakshar Merchant Banking Software and streamline your financial operations. Alternative to Finacle and Kiya.ai with merchant banking-specific features.