Manage customer engagements, gain deep insights and sell better.

Enabling financial advisors to organize, simplify and deepen customer engagements.   

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For Advisors

How does it simplify your engagement with customers?

MoneyParrot helps you understand your customers better, enables you to proactively engage with them for investment opportunities and gain market insights.

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Data Analytics

Get data driven insights to drive sales

Insightful suggestions

Get insights on high revenue opportunities

Leader board

Know your rank nationaly and compare with peers

Connect on the go

Easily chat and engage with customers on the go

Proactive reminders

Wish your customers on birthdays & anniversaries

Customer appointments

Manage appointments & upcoming activities

For Clients

Manage all your investments at one place.

MoneyParrot offers you exceptional features to manage your investments digitally.

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Timely Reminders

For your valuable investments and renewals

Anytime Anywhere

Access records on the move

Go Mobile Go paper Less

No more paper records , MoneyParrot is your digital storage

Value added features

To make life easy and seamless

Personalised Service

Need based advice and suggestions

Secured Data

Certified SLL encryption , your data is safe and secure


MoneyParrot is a digital platform, Empowering Financial Advisors with tools, insights and services making them SMART, INTELLIGENT AND PRODUCTIVE.




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To know more

Send us a message and we will respond to you within few hours, or call us at +91 9845309102

Reach us

Parrot Tech Ventures Private Limited
#3b, Eagle Ridge, Kammanahalli Village,
Begur,Bengaluru 560068

Email Adrress
[email protected]

Contact Number
+91 9845309102