Drawingboard Capital | Powering Cross-Border Wealth Management

Global Advisor OS

Global Advisor OS

The all-in-one operating system for wealth advisors serving global diaspora clients.

Legal

Compliant

Cross-Border Compliance

Support your practice with tools built for cross-jurisdictional compliance and advisor operations across the U.S. and India.

SEC, RIA, FATCA, and CRS compliance toolkit
Multi-tax jurisdiction reporting & optimization
Licensing and regulatory setup across geographies
Integrated FX, multi-currency treasury support

Cross-Border Compliance

Support your practice with tools built for cross-jurisdictional compliance and advisor operations across the U.S. and India.

SEC, RIA, FATCA, and CRS compliance toolkit
Multi-tax jurisdiction reporting & optimization
Licensing and regulatory setup across geographies
Integrated FX, multi-currency treasury support

Portfolio Management

Diversification

Dual-Market Investment Access

Dual-Market Investment Access

Dual-Market Investment Access

Access a curated universe of investments across the U.S. and India.

Global portfolios, direct indexing, ETFs, SMAs, and private alternatives
India-based AIFs, PMS, and mutual funds
Support for regional tax coordination and personalized planning

Client Experience

Visibility

Unified Global Client Experience

Deliver a holistic, personalized experience across markets for clients.

Customizable dashboard to view global assets
Real-time insights across INR, USD, AED, etc.
Shared client workspaces with secure communication
End-client financial planning & reporting tailored by region

Venture Capital

Deliver a holistic, personalized experience across markets for clients.

Customizable dashboard to view global assets
Real-time insights across INR, USD, AED, etc.
Shared client workspaces with secure communication
End-client financial planning & reporting tailored by region