WealthGenie AI is a data-driven Investor Platform that enables Wealth Managers to manage Investor Relationships for scalable personalised service
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Tells you which investor to meet, when, and why—with meeting notes and touchpoint insights at your fingertips. Built-in analytics track coverage vs. time, ensuring no opportunity is missed while monitoring RM performance and organizational metrics.
Integrated Operations with Investments, combining Tasks and Leads Management with visibility into each investor’s holdings—empowering RMs to deliver faster, accurate responses and personalized service that ensures nothing gets missed.
High-precision white-labelled reports trusted by Investors and RMs: Portfolio Reports, XIRR, P&L Statements, and Capital Gains Reports (with grandfathering). Robust analytics ensure transparency, giving managers confidence and investors peace of mind.
Markets move fast. WealthGenie's AI identifies which investors need action—nudging SIP investors during downturns or booking profits in rallies. RMs become proactive, seizing opportunities that create outsized investor value.
WealthGenie's mobile app lets RMs schedule meetings, log tasks, and query portfolios instantly. Designed for speed and convenience, RMs deliver excellence anywhere—office, transit, or client meetings.
Investors get a chat-based interface to query portfolios, generate summaries, and track service requests seamlessly. This makes wealth management interactive, transparent, and engaging.
Detailed Portfolio Viewing and Analytics for Investors, Including family members Portfolio List. XIRR at Investor, Scheme and Portfolio level. Investment History as a list of Lifecycle Activities.
Portfolio Snapshot (with XIRR)
Investment Lifecycle Activities
Portfolio Review Meetings (with Notes)
Capital Gains (with Grandfathering)
WealthGenie’s Smart CRM goes beyond storing contacts—it tells RMs who to meet, when, and with what agenda. Each interaction comes with quick-refresh highlights from past meetings, ensuring conversations are always contextual and personalized.
With auto-scheduled review meetings and coverage analytics (investors engaged vs. time elapsed), Smart CRM helps RMs maintain consistent touchpoints across the entire investor base. For admins and business owners, it also provides performance visibility at both RM and organizational levels.
Unlike standalone task managers, WealthGenie’s Tasks are integrated directly with Investor Investments. This means when an RM creates or updates a task, they can immediately see the investor’s holdings, making responses faster, more accurate, and deeply relevant.
Tasks ensure nothing falls through the cracks, giving investors a seamless, professional experience while helping RMs work with precision and efficiency.
WealthGenie helps Wealth Managers expand trust into new dimensions. Through its Marketplace, investors can discover:
Diversified financial products (FDs, RDs, Mutual Funds, Insurance, etc.)
Verified ecosystem partners for real estate, vehicles, education planning, vacations, and more
By connecting investors with the right partners at the right time, WealthGenie becomes the trusted hub for financial and life decisions.
Why WealthGenie stands apart
View your Investors via your preferred Lens - High-value, Active SIPs, stagnated investments, High Liquidity, Active STPs and so on ...
Market-aware insights that scale across entire investor bases. Regulatory-compliant, deeply accurate, and ready for investor scrutiny.
User-friendly modern web-interface that needs minimal training to get started. Our customers have intuitively started using analytics in their daily workflows.
Detailed templatized Task workflows, to stay on top of work that needs to get done. Service requests are tied directly to investments.
Intelligent nudges on investor meetings, agendas, and coverage analytics. Timely actions, targeted investors, tangible results.
A marketplace connecting investors with trusted products & partners beyond mutual funds.