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| Feature | ||
|---|---|---|
| Rating |
4.0
|
3.0
|
| Reviews | 11 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
Paasa helps wealthy Indians invest in global equities - without middlemen, hidden fees, or paperwork. While high-net-worths in India often have international expenses from children's education to healthcare, most still save in INR, a currency that depreciates ~2–5% per year against the USD. Why? - Broken outward remittance process - Fear of making mistakes in tax or compliance - Paper-heavy onboarding processes of international brokers - Lack of trustworthy guidance Paasa offers a mobile app that enables Indians to trade worldwide, invest passively, and automate every cross-border tax filing. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://paasa.com | https://www.meetthyme.com/ |
| Positives |
"Well-designed interface and powerful features."
Lelah Morissette - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
|
| Negatives |
"Customer support was slow to respond to our issues."
Humberto Jacobi - 2/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |
