Next 60 days — utility touchpoints, not sales messages
Client
Product
Regulator
Maturity / Renewal
Days left
Advisor-in-the-loop by design. AIra Wealth OS never auto-sends investment or insurance recommendations. Every suggestion below is a data-driven prompt for you to review, apply suitability judgement to, and approve — in line with SEBI IA obligations. Only utility messages (renewal reminders) can be sent without a marketing opt-in check.
Estimated opportunity value in this worklist
Illustrative rates — replace with your actual commission/trail structure. Not a forecast or a promise.
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Suggested actions
Ranked by portfolio fit — approve to generate a WhatsApp draft
Client
AUM tier
Suggested action
Why
Category
Est. opportunity*
*Illustrative annual revenue estimate from placeholder commission rates — configure to your actual fee/trail structure before relying on these figures.
Bulk import client records
Upload your existing Excel/CSV book — AIra cleans and structures it automatically
Drag & drop your client CSV here
or
Demo parses a CSV client list — checks run locally in your browser, nothing is uploaded
PII stays on this device. Names, phone numbers and other personal fields detected in your file are processed entirely in your browser for this check. Nothing is sent to any AI/LLM API or external server — that only happens once you explicitly confirm import into your own Supabase project.
Data quality report
Review before committing these records to the dashboard
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score
Processing…
Confidence score reflects the share of fields that parsed cleanly — not a judgement on your data, just what needs a second look.
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Rows read
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Duplicate records
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Missing critical fields
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Invalid phone numbers
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Date format issues
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Non-numeric values
Add a single client
Use this for one-off additions after your initial bulk import — new clients, walk-ins, or referrals
✓ Client added — visible now in Customer 360 and the Dashboard.
Products held
A
Ask AIra
Demo only — sample data, not real clients
Rule-based answers only — no AI-generated advice, nothing sent to clients.