Trellis
Trellis is the mutual fund distribution solution of InvestWeave: one governed workspace over the systems a distribution business already runs, connecting client context, approved research and execution so RMs and IFAs serve more clients effectively. Opportunities and at-risk revenue are surfaced before a client asks or leaves, and every recommendation is suitability-gated and traceable.
Capabilities
Each capability works on one client, family and business truth, with suitability-gated recommendations and a full trail.
Family, goals and holdings in one view.
Holdings, held-aways, goals and risk profile are connected into one client and family view, so every conversation starts from context rather than preparation across tools.
Brokerage tied to partner payouts.
RM, IFA and branch networks carry targets, incentives and clawbacks, and AMC brokerage is tied to partner payouts and reconciled line by line.
Revenue shown only among suitable options.
Proposals carry the approved house view, and revenue is shown only among options that are suitable for the client, so growth and conduct move together.
Detect, rank by value, act, learn.
Insights arrive with their value and next step: a silent SIP stop flags the AUM and trail at risk with a drafted revival message and an owner, ranked by rupee impact.
A queue with clear owners.
ARN, EUIN, KYC and SEBI rules are built in, and onboarding runs as a queue with clear owners rather than email chasing, so turnaround is faster and nothing is lost.
Suitability gated, fully traced.
Suitability and concentration limits are checked before the order, and every recommendation, approval and outcome is traceable, with statements matched line by line.
How it works
Acquire and onboard, understand and plan, recommend and invest, monitor and engage, serve and retain, with clients asking, requesting and confirming in natural language at every step.
A discovery workshop maps the highest-friction workflows, then a focused pilot establishes value in your environment before rollout across branches and the IFA network.