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

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

Mailing Address

8 The Green Suite Suite A, Dover, DE 19901, USA

Email

info@drawingboard.capital

DISCLOSURE: DrawingBoard Capital LLC is a Delaware limited liability company that provides business development for advisory services such as capital raises, mergers & acquisitions, debt financing, and other growth opportunities. It does not engage in the offer or sale of securities. Investment advisory services are provided through DrawingBoard Wealth Advisors LLC, a registered investment adviser. Securities transactions, if applicable, are conducted through third-party registered broker-dealers, each a member of FINRA and SIPC.

© 2025 DrawingBoard Capital LLC. All rights reserved.

Mailing Address

8 The Green Suite Suite A, Dover, DE 19901, USA

Email

info@drawingboard.capital


DISCLOSURE: DrawingBoard Capital LLC is a Delaware limited liability company that provides business development for advisory services such as capital raises, mergers & acquisitions, debt financing, and other growth opportunities. It does not engage in the offer or sale of securities. Investment advisory services are provided through DrawingBoard Wealth Advisors LLC, a registered investment adviser. Securities transactions, if applicable, are conducted through third-party registered broker-dealers, each a member of FINRA and SIPC.

© 2025 DrawingBoard Capital LLC. All rights reserved.

DISCLOSURE: DrawingBoard Capital LLC is a Delaware limited liability company that provides business development for advisory services such as capital raises, mergers & acquisitions, debt financing, and other growth opportunities. It does not engage in the offer or sale of securities. Investment advisory services are provided through DrawingBoard Wealth Advisors LLC, a registered investment adviser. Securities transactions, if applicable, are conducted through third-party registered broker-dealers, each a member of FINRA and SIPC.

© 2025 DrawingBoard Capital LLC. All rights reserved.


Mailing Address

8 The Green Suite Suite A, Dover, DE 19901, USA

Email

info@drawingboardcapital.com