Every layer of a
distribution practice.
Reporting infrastructure, MFD operations, continuity systems, and succession planning — designed and integrated as one cohesive platform.
Reconciled, lot-level, audit-grade.
Unified data ingestion
Karvy (KFintech) and CAMS feeds normalised into a single, reconciled investor master and AUM master — no manual stitching.
Daily multi-broker reconciliation
WBR2 / WBR9 / MFSD feeds ingested overnight, matched against folios, with exception logs surfaced for review.
FIFO active-units tracking
Every redemption mapped back to its purchase lot. XIRR, unrealised gains and holding period reflect actual cohorts.
Unit-mismatch detection
Cached, deterministic mismatch detection between registrar units and FIFO units — orphan-suppressed to kill false positives.
Everything your firm runs on day-to-day.
SIP / STP / SWP books
Live order books with exception flags — bounces, OTM failures, ARN-rejections — visible the moment they happen.
Multi-associate workflows
Sub-broker / associate roles with scoped client books and per-associate AUM attribution — built for firms, not solos.
Client reporting preferences
Per-client cadence, channel, and content. Email / WhatsApp. Configured once, runs forever.
Folio-level field tracking
Bank, nominee, contact, communication mode — every field versioned and audit-logged at the folio level.
Cronjobs & alerts
Scheduled feed pulls, email-watchlist scanners, dashboard rebuilds, and stuck-job recovery — surfaced as health-tracked cron pipelines.
Sub-broker mapping
Map clients to associates with cascade-safe tagging / un-tagging. Ghost entries are caught before they enter the books.
Built for the long arc of a practice.
Continuity infrastructure
Practice-wide field audit logs, recoverable history, and structured handover workflows — so the practice outlives any single moment.
Succession readiness
Nominee, bank, and contact data versioned and surfaced at family, folio, and firm level — ready for transitions whenever they happen.
Independence preserved
Kinntegra is your infrastructure. Your brand, your clients, your firm — strengthened, not absorbed.
See it in your context.
We'll walk you through Kinntegra against your actual data shape, AUM size, and operating cadence.