Somewhere between earning your credentials and managing your first 50 clients, your high-end wealth practice turned into a chaotic full-time data-entry job. Intellix unifies your entire compliance, onboarding, invoicing, and client tracking into one clean interface. Get back to the work that matters.
Let's look at your browser tabs right now. You are running an exceptional practice using a disjointed web of disconnected tools:
Your single point of failure. One accidental sort, and client emails misalign with their payment history. One corrupted file and years of records vanish.
Advice goes through WhatsApp, risk sheets go over email, and fee reminders travel via SMS. No single thread. No delivery proof. No audit trail.
Your payment gateway processes the fee, but your GST calculator doesn't know it happened, and your compliance folders remain empty. Every month, a manual scramble.
From the moment a lead arrives to your annual regulatory inspection, the entire journey moves sequentially inside a single software pipeline.
| Capability | ✗ Old Way | ✓ Intellix Way |
|---|---|---|
| Firm Registration | Filling manual structural parameters over and over across isolated tools. Every new client starts from scratch. | A singular, baseline firm profile that configures all downstream pipelines instantly on setup. |
| Client Onboarding | Emailing PDFs, tracking missing fields, and waiting days for clean data return. Then re-entering it manually. | A single link. The client securely drops in credentials; the system builds the verified user profile automatically. |
| Risk Profiling | Sending generic forms, guessing scores, or copy-pasting numbers into Excel formulas. No compliance trail. | Fully deterministic, automated suitability calculations mapped straight to database logic. SEBI-ready instantly. |
| Aadhaar E-Signing | Downloading files, uploading them to third-party services, tracking statuses across tabs, chasing clients. | Native, embedded Digio / Leegality signature paths that lock automatically upon OTP completion. |
| Revenue & GST | Manually calculating 18% GST splits and drafting independent accounting invoices after every payment. | Automated transaction hooks that build and dispatch compliant sequential tax invoices on payment clearance. |
| Helpdesk | Chasing user complaints across emails, text messages, WhatsApp, and direct phone calls. No thread. | A central, chronological ticket pipeline tied directly to the master customer file. Full history visible. |
| Audit Vault | Frantically scraping records together into folders when a SEBI checking cycle hits. Panic mode. | An unalterable transaction ledger that quietly records every system change in real-time. One-click export. |
You aren't buying software. You're deploying an institutional-grade ecosystem designed to keep your business worry-free.
Stop running your elite practice on fragile foundations. Choose the tier that fits your firm.
Built for independent wealth professionals and small RA/IA firms looking to automate their base operations cleanly and pass every SEBI inspection.
Engineered for institutional firms handling heavy client volume, complex multi-user access rules, and multi-branch operations.
Join the early access cohort. Founding pricing locked forever. White-glove onboarding included. Direct access to the team building this for you.
No credit card. No commitment. We review every application personally.