Let's talk about your portfolio reviews.
Drishti is a portfolio-review and reporting workspace for financial advisers. We are inviting firms to explore a supervised pilot and tell us where their client-review work takes the most time.
Request access or ask a question
Contact Vattathara John Joe, founder of Drishti.
vjohnjoe@drishti-review.comThis opens your email app. No request is submitted until you send it there. If it doesn't open, copy the address above.
Please describe your firm's workflow and the number of portfolios you typically review. Do not email passwords, invitation tokens, client financial records or other sensitive documents.
Support, privacy and deletion requests
Use the same mailbox for support or to request information about accessing or deleting your data. We may need to verify your authority before acting. Do not include client details in your initial email.
You can explore the fictional demo while deciding whether a pilot would be useful. Drishti provides reporting support; it does not replace your professional judgement.