Operations Registry
The systems
behind Octaraa.
Every product and workflow that runs the company, in one place.
View the registry ↓Full directory
Every system, catalogued.
Filter by type or search by name.
Octaraa
Corporate website and primary point of contact for the company.
Vantage
Runs live client consultations, goal-based planning, approvals, and wealth-plan delivery.
Vault
Ranks mutual funds and supports advisor research, portfolio work, notes, meetings, and monitoring.
Daily Mail
Scrapes regulatory updates, summarizes them, and delivers a searchable daily digest by web, PDF, and email.
Memora AI
Captures meetings and turns conversations into searchable summaries, tasks, decisions, and company memory.
Octaraa Academy
Teaches financial literacy through learning paths, quizzes, rewards, teams, and family leaderboards.
Data Studio
Live dashboards and reporting for performance tracking.
Invoice Flow
Automated invoice capture, data extraction, and filing to Drive.
Radar
Tracks wealthtech competitors, founders, market signals, source-backed capability gaps, alerts, and AI briefs for Octaraa.
Octaraa MIS
Combines website, fixed-deposit, CRM, finance, and campaign data into an internal management information system.
In progress
Coming into shape.
Systems currently being built or prepared for launch.
Content Planner
Editorial calendar and content pipeline for the marketing team.
Financial Health
Provides the authoritative seven-pillar financial-health score and canonical client financial-data service used by Octaraa and Vantage.