TidySlot keeps your entire client portfolio and compliance calendar on track — so no KYC slips, no review is forgotten, and no client feels like they've fallen off your radar.
Annual prepay · All features included · Works with your existing client and portfolio sheets · ₹1,500/user/year launch offer
TidySlot works for every service business
TidySlot is built on one principle: your team should never have to think about what to work on or where to find it. Every job that appears on their schedule should take them directly to the work — no searching, no tab-hopping, no losing their train of thought.
Your team already works in Google Sheets, Drive, and portals they know well. We're not asking you to migrate, retrain, or rebuild your workflow from scratch. TidySlot adds exactly one thing on top of what you already have: a clear system for who is doing what, by when — so nothing falls through the cracks and no one needs to be chased on WhatsApp to find out the status of a job.
Most advisory teams run on personal reminders, email threads, and one person's memory. TidySlot gives you the structure to serve every client, every time.
These are the recurring client service and compliance jobs that run a wealth management or financial advisory practice — all tracked, assigned, and never missed.
No lengthy implementation. No retraining. Your team is tracking every client job from day one — in under an hour.
Add your relationship managers and support staff, then create job categories — portfolio reviews, KYC renewals, compliance filings, or whatever fits your practice. Takes under 10 minutes.
Create a job for each client task, assign it to the right RM, and set the deadline. Recurring jobs — annual reviews, quarterly SIP checks — set the cadence once and TidySlot auto-creates the next instance.
Every team member updates their client job status. You see the full picture — which clients have been reviewed, which KYCs are due, and which compliance deadlines are approaching.
No bloat. No complexity. Just the tools a financial advisor or wealth management team needs to serve every client without anything slipping.
See every client's upcoming review, renewal, and compliance task across the month. Filter by relationship manager, client, or task type. Never be surprised by an expiry date.
See every RM's client workload side by side. Know who has capacity for new client onboarding before committing to an acquisition target.
Log hours against each client relationship. Know your actual time per AUM — useful for fee justification and identifying which clients are most time-intensive.
Annual reviews, KYC renewals, SIP reviews, tax planning calls — set the client service calendar once per client and TidySlot runs it automatically every cycle.
Block regulatory deadline periods, client events, and leave so assignments always reflect who's actually available to service a client when it matters.
One-click access to your client portfolio Google Sheets, AMFI portal, BSE StAR MF, and compliance document folders. Every job links directly to the right client file.
One flat fee per user per year. Every feature included. No per-module pricing. No setup charges. No hidden fees.
Annual prepay only. TidySlot is billed once a year, in advance. No monthly billing, no mid-year surprises. For a 10-person team on the launch offer, that's ₹15,000/year total — less than ₹1,250/month for the whole team.
= ₹250/user/month effective
For teams onboarding after the launch window closes. All features, annual prepay.
✓ All features included — no tiers, no upgrades, no add-ons
= ₹125/user/month effective
50% off for Year 1. Year 2+ renews at standard ₹3,000/user/year. Lock in multiple years at the launch price — your rate never changes.
✓ All features included — everything in Standard, no exceptions
= ₹187/user/month effective
Prepay 5–10 years at launch for maximum long-term savings. Best value for teams committed to building structured operations.
✓ All features included — same product, better rate
All prices are per user per year, payable annually in advance. GST (18%) applicable. INR only. Contact us for team-wide quotes or custom arrangements.
Every portfolio review, every KYC, every compliance deadline — tracked, assigned, and never missed. Get TidySlot running across your client book before the next quarter begins.
🎉 Get Launch Pricing — ₹1,500/user/yearSee how TidySlot fits the job types, deadline patterns, and team pressures of your industry.
Manage ITR, GST, TDS, audits, and ROC filings across every client — with recurring job templates built for compliance cycles.
See the CA solutionTrack matters, hearings, documentation, and client deliverables — from intake to closure, across every advocate on your team.
See the Law Firms solutionKeep concept design, working drawings, approvals, and site visits on track across simultaneous projects and consultants.
See the AEC solutionHit every client deadline — content calendars, campaign deliverables, creative reviews, and approvals — without the chaos.
See the Agency solutionHandle board meetings, ROC filings, statutory deadlines, and ongoing retainer work — all tracked and assigned in one place.
See the Consultants solutionFrom batch scheduling and faculty assignments to exam prep and student follow-ups — give your institute the job-management layer it was missing.
See the Education solutionTrack every client review, KYC renewal, and compliance submission on time — you're already here. Get started today.
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