SHIP PartnerOS vs XYLAR Private

The Complete Business Operating System for Financial Partners Introducing SHIP PartnerOS - your smart, powerful, and intuitive platform designed to transform the way financial partners manage clients, track business, and accelerate growth. Built with advanced technology and deep industry understanding, SHIP PartnerOS empowers you to navigate the world of investments effortlessly and deliver an elevated experience to your clients. Whether you manage a growing client base or an established book of business, SHIP PartnerOS is engineered to be your daily companion, business enabler, and insights engine – all in one place. Your Unified Financial Operating System SHIP PartnerOS brings together your entire financial ecosystem into a single, seamless app. With just a tap, you can manage and monitor investments across: Mutual Funds Fixed Deposits Insurance Bonds & Debentures AIFs, PMS, and Structured Products Held-away assets 20+ financial product categories Enjoy a consolidated and real-time view of your client portfolios, enabling faster decisions and better advisory outcomes. Real-Time Insights & Advanced Analytics Stay ahead with meaningful insights that help you understand client portfolios deeply and act smarter: Portfolio performance tracking Product-wise and asset-wise analysis Family consolidation view Cash flow, risk, and allocation insights Goal progress tracking Business dashboards for partners Make informed decisions with accurate, actionable analytics. Effortless Client Onboarding & Management Simplify your operations with smooth, fast, and compliant client onboarding: Digital onboarding & eKYC Paperless transactions Easy addition of family members Client grouping and segmentation Manage everything from prospect to portfolio with professional ease. End-to-End Business Tracking Track the pulse of your business at any moment: AUM growth trends SIP book monitoring Client activity reports Revenue and payout insights New business pipelines SHIP PartnerOS helps you grow your revenue while keeping your business deeply organized. Multi-Portfolio & Multi-Asset Reporting Provide clients with clear, insightful reports they will appreciate: Customizable reports Multi-family and multi-portfolio statements Download and share instantly Performance, allocation & risk summaries Professional reporting is now only a tap away. Reliable, Secure & Future- Ready The app is powered by enterprise-grade security, ensuring your data and your clients’ information stay safe: Encrypted data protection Secure login and authentication Regular updates and enhancements Your business runs on trust — SHIP PartnerOS protects it. Designed to Help You Grow SHIP PartnerOS is more than just an app. It is your growth engine, offering you: Smarter insights Faster execution Better client experiences Higher productivity Stronger engagement Built for partners who want to scale their business with confidence. Say Goodbye to Complexity — Say Hello to SHIP PartnerOS From onboarding to insights, from multi-asset tracking to business growth — everything you need as a financial partner is now available in one intelligent, easy-to-use app. SHIP PartnerOS: Your Partner. Your Platform. Your Growth Engine.

XYLAR Private is a wealth management application designed for managing multi-asset portfolios and long-term capital. As portfolios grow, managing wealth becomes less about selecting products and more about making the right decisions across market conditions, asset classes, and time. XYLAR is built for that. What Makes XYLAR Different • Built on a foundation of data, structured models, and continuous analysis • Designed to surface patterns, inefficiencies, and hidden risks • Moves beyond tracking to a more systematic way of managing wealth What You Can Do with XYLAR Private • Track Your Portfolio - Monitor your portfolio across asset classes with a clear view of performance, allocation, and risk. • Understand Your Allocation - See how your capital is distributed and how different investments interact within your portfolio. • Stay Updated - Receive timely updates and insights as your portfolio evolves. • Make Better Decisions - Move beyond fragmented advice with a more structured approach to managing wealth. Security & reliability • ⁠Advanced encryption and secure access protocols • Designed to safeguard sensitive financial data Legal & Regulatory Information • ⁠ ⁠Entity Name: XYLAR FINVEST PRIVATE LIMITED • CIN: U66190MH2026PTC464861 • ⁠Registered Address: 2301 VIDISHA DOSTI VIHAR COMPLEX, POKHARAN ROAD NO 1, VARTAK NAGAR, THANE - 400606 • ⁠Distributor Code: ARN-354791 Disclaimer: Investments in securities markets are subject to market risks. Please read all related documents carefully before investing. Registration does not guarantee performance or returns.