Renewals slip through the cracks. Revenue leaks silently.
Automated renewal reminders. Zero revenue leakage.
06
A team member leaves. Tribal knowledge walks out the door.
Every process documented and automated. Nothing walks out.
Built For Modern RA/IA Firms
Everything you need to run, grow and scale your research firm.
Professional Website
Convert visitors into leads with a high-converting, WCAG 2.0 AA compliant website.
WCAG AASEO Ready
Lead & CRM
Capture, track and convert leads with a powerful CRM. Auto-captured straight from your website.
Auto-CapturePipeline
Digital Onboarding
KYC, eSign, agreements, risk profiling and more – all digital, all automated.
KYCAutomated
Multiple Payment Gateways
Razorpay, Cashfree, and your own branded UPI QR — accept payments the way your clients prefer.
RazorpayUPI QR
GST-Compliant Invoicing
Auto-generated, immutable, GST-ready invoices. Reconciliation made easy.
GST ReadyAuto-Invoice
Multiple eSign Options
Digio-integrated eSign plus DSC signing (ePass2003) — government-grade legality, your choice.
DigioDSC
Client Portal
Give your clients a beautiful portal to track, download and stay informed.
Self-ServeDownloads
Omnichannel Delivery
Research and alerts pushed via Telegram, WhatsApp, Email, SMS and Web Push.
WhatsAppTelegram
Rationale Automation
Build rationales easily. Auto push to clients. Time stamped. Trackable. Audit ready.
Time-StampedAudit Ready
Auto Lifecycle Emails
Automated emails on every major customer lifecycle event. Zero manual follow-up.
AutomatedZero Manual
Marketing Automation
Email campaigns, SMS, drips, templates and more to grow your business on autopilot.
SMS DripsCampaigns
Compliance & Reports
Built in compliance. Ready to use reports. CA verified workflows and templates.
CA VerifiedTemplates
One-Click Compliance Reports
SEBI Reg 26A/26B and full audit reports, generated in one click, not one week.
Reg 26A/26BInstant
Customer Data Export
Download My Data and Account Erasure — DPDP Act 2023 rights, built in, not bolted on.
DPDP 2023Self-Serve
Team & Access Control
Role based hierarchy — Owner to Manager to Analyst. Permission control at every level.
Role-BasedPermissions
One-Page Command Center
Every metric, every action, one dashboard. One-click research calls, start to finish.
Single DashboardOne-Click
Flexible KYC Options
DigiLocker auto-pull or manual upload — let clients choose whichever is easiest for them.
DigiLockerManual Upload
CA-Verified Architecture
Designed and verified by seasoned CA experts with decades of compliance experience.
Expert-BuiltTrusted
Fully Managed Customer Accounts
End-to-end managed login, profile and service experience for every single client.
End-to-EndManaged
Instant Service Provisioning
Service activates automatically the moment payment and agreement are confirmed.
Auto-ActivateReal-Time
And this list keeps growing. We believe in continuous improvement, with more features rolling out every week and every month.
*Based on your plan
Intellix Vs. Others.
We'll be honest about where everyone's the same — and where we're genuinely not.
Intellix
Others
Works great on mobile, tablet and desktop
✓
Not sure
Connects to payment gateways
✓
Not sure
Understands SEBI compliance
Built by people who live this regulation
"We Googled it before the demo"
Product roadmap
New releases every week and month
Shipped once in one year, never opened again
CA / CS backed workflows
Built into the platform
"That's between you and your CA"
Exporting your own data
One click, anytime, no ticket needed
Three menus deep, if it exists at all
Sales promises
Real workflows, real audit trails, no magic
"Our AI will replace your entire ops team"
Support when something breaks
Real people, real onboarding
Ticket #4521 — reply in 3-5 business days
Who it's actually built for
Solo RA to 500+ person RIA firm
Enterprise-only, or a toy that stops at 50 clients
Accessibility (WCAG 2.0 AA)
Built in by default
"Is that a compliance thing too?"
Questions, Answered.
Everything you’d ask before switching your research firm onto Intellix.
Yes. Every workflow — onboarding, agreements, billing, research delivery — is built against current SEBI RA/IA regulations from day one, with CA-verified templates and a one-click audit export.
If you already have your services, pricing, agreements and delivery method (DLT/SMS, Telegram, WhatsApp) sorted — you're live in 48 hours. Nothing ready yet? Our team handhold you through setup end to end, no extra cost.
We use enterprise-grade encryption to secure your client data — decryptable only by you, safeguarded with your own IP, credentials and private key. It stays fully yours, end to end, with one-click export for a full takeout whenever you need it.
Yes. Compliance officers and external CAs get their own permission-scoped view — reports and delivery logs, no access to unrelated client data.
It can — if you'd rather stop losing 2–3% of every payment to gateway fees. Intellix also offers a direct, verified-UPI payment flow: approve a payment in one click and the client's service auto-provisions in your system, no gateway in between. Ask for a demo to see it running.
Yes. Our onboarding team imports your existing client list, documents and history — you don't start from zero.
Intellix is Digio-integrated out of the box and supports DSC signing too — no need to switch providers.
Yes — role-based hierarchy from Owner down to Analyst/Viewer, with permission scoping on every module.
It's yours. A built-in one-click export gives you a full, safe copy of your data whenever you want it — self-serve, not a support ticket.
