Portfolio Managers (PMS)
Accessibility audits for PMS client dashboards, performance reporting, and onboarding portals — built for SEBI-registered portfolio managers.
Overview
EquiView helps SEBI-registered portfolio managers with digital client reporting and PMS portals. Our audits combine automated scanning with expert manual testing, screen reader validation, and clear remediation guidance — so your team can close gaps and document compliance with confidence.
Every engagement is led by an IAAP CPACC-certified accessibility professional and aligned to WCAG 2.2 Level AA, with reporting structured for SEBI-registered intermediaries and Indian financial platforms.
Our Approach
We confirm platforms, critical journeys, environments, and success criteria for your portfolio manager accessibility audit engagement.
Automated checks plus manual WCAG review, keyboard testing, and assistive technology validation where relevant.
Receive severity-ranked findings with WCAG references and practical remediation guidance for your team.
Fix guidance, optional retest, and support for accessibility statements and SEBI-ready documentation.
FAQ
Yes. PMS entities registered with SEBI should ensure client-facing digital platforms meet the accessibility standards referenced in SEBI circulars.
Yes. Charts need text alternatives, meaningful structure, and keyboard-accessible interactions where applicable.
Yes. We can scope white-labelled or third-party hosted client portals as part of your compliance programme.
Continue Learning
Talk to EquiView for a scoped proposal. Website accessibility audits start at ₹10,000. We respond within one business day.