| Project | Description | Impact |
|---|---|---|
| 1. Client PDF Generator (Investwell) | Automatically generate professionally formatted client PDFs using data pulled from Investwell. | Advisor Productivity |
| 2. PowerPoint Generator | Generate presentation decks automatically from selected client or portfolio data. | Advisor Productivity |
| 3. Proposal Generator | Create personalized investment proposals from Investwell client data with Growthvine branding. | Client Trust |
| 4. Portfolio Topography from Excel | Convert Excel portfolio data into visual allocation charts, sector maps, asset breakdowns, and analytics. | Advisor Productivity |
| 5. Fund Alerts (Prospective Clients) | Detect red flags or opportunities in uploaded portfolios (high expense ratio, overlap, underperformance, concentration, etc.). | Client Trust |
| 6. Current Client Dashboard Alerts | Add configurable alerts and advanced search filters for advisors managing existing clients. | Advisor Productivity Client Trust |
| 7. Client Actionables Engine | Generate advisor action items such as SIP increase, tax harvesting, rebalancing, insurance review, upcoming maturity, etc. | Advisor Productivity Client Trust |
| 8. Invoice Creation from Excel | Read Excel files and automatically generate invoices in PDF format, optionally emailing them. | Advisor Productivity |
| 9. Website Replica | Clone or redesign the existing Growthvine website with reusable modern components. | Client Trust |
| 10. Internal Chatbot | AI assistant that answers questions using all company data, documents, portfolios, proposals, SOPs, CRM information, etc. | Advisor Productivity |
| 11. Marketing Persona Generator | AI system that creates customer personas and generates marketing content tailored to different investor segments. | Client Trust |
| 12. Tool Integration Platform | Central integration platform connecting Investwell, MF Central, internal databases, analytics APIs, notification services, document generation, authentication, and all Growthvine applications through a unified backend architecture. | Advisor Productivity |
| 13. Growthvine AI Workspace (Claude Desktop + MCP + Memory) | Internal AI workspace for the Growthvine team providing secure access to approved analytics, fund data, documentation, portfolio insights, and internal knowledge. Includes persistent memory, custom financial reasoning, standardized fund comparison methodologies, semantic search, and contextual assistance to improve advisor productivity. | Advisor Productivity |
| 14. Goal Tracking Engine | Continuously monitor financial goals and calculate the probability of achieving each goal while highlighting funding gaps, required SIP changes, and milestone progress. | Client Trust |
| 15. Invoice & GST Automation | Generate GST-compliant invoices from accounting data or Excel, manage invoice records, and automate repetitive accounting workflows related to commissions and expenses. | Advisor Productivity |
| 16. Lead Qualification Engine | Automatically score incoming leads based on income, investable surplus, goals, age, and investment readiness. | Advisor Productivity |
| 17.Fund Replacement Analyzer | Show similar funds with lower expense ratio or similar funds with better downside capture | Client Trust |
| 18. Document Vault | Secure storage - PAN - Aadhaar - Insurance - Nomination - Statements |
Client Trust |