BeyondIRR

BeyondIRR is designed for independent financial advisors, mutual fund distributors, relationship managers, and wealth and securities firms that need to review client investments and prepare tailored advice. It helps professionals retrieve and consolidate clients’ mutual fund portfolios, analyze holdings, and create portfolio reports and investment proposals, including goal-based SIP proposals and model-portfolio presentations. The platform also provides market and investment-product insights for client meetings, along with tools for portfolio guidance and client engagement. Wealth firms can use branded versions of the platform, and BeyondIRR also provides access to selected investment opportunities such as unlisted shares and startup equity. It is intended for financial professionals and firms, rather than as a self-service app for individual investors.

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