WealthGenie brings your investor relationships, operations, transactions, and team collaboration into one unified platform — so your entire organization works as one.
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Software has organised the paperwork and left the real work untouched: thousands of folios, and no way to know which one needs you today. WealthGenie reads your own portfolio data to answer that every morning — the stalled SIP, the idle cash, the EMI about to end — and puts it in front of you, ready to act on.
Serve every investor like your only one, and the trust that follows earns a larger share of every financial life. That's the business we help you build.
Your book, the way WealthGenie sees it — today's signals, lit.
Two numbers decide a wealth manager's profit: the revenue your book earns, and the cost of serving it. Everything in WealthGenie is tagged by the lever it pulls — and the best features pull both.
Brings money in — the right investors acquired, wallet share deepened, trail protected, and additional purchases won by reaching the right investor at the right time.
Keeps money in — hours of operations automated away, so the same team serves a larger book without adding headcount.
Know which investor to meet, when, and why. Track every touchpoint, monitor coverage across your book, and let data guide your next conversation.
Every task carries the investor's SIP, STP, SWP, holdings, and AUM inline. Your team acts with full context — no switching between systems, nothing falls through the cracks.
White-labelled Portfolio, P&L, Capital Gains, ELSS, and Dividend reports. One-click Tax Kit bundles everything your investors need for filing.
Market-aware nudges that tell you which investors need action — SIP top-ups in dips, profit booking in rallies. Be proactive, not reactive.
Tasks, leads, follow-ups, and review meetings on one unified calendar. Click any event to jump straight to its detail — your schedule, at a glance.
Real-time alerts for assignments, status changes, and @mentions. Your team stays in sync without leaving the platform.
Beyond the core workflow — capabilities that keep adding revenue, or keep giving your team its hours back.
Know your own revenue. Brokerage statements ingested into trail analytics — commission by AMC, scheme, investor, and RM, with month-on-month movement. Spot the leaks before they compound.
Filter any signal cohort — say, family heads with idle cash — and send one directed email to all of them. Personalised in substance, bulk in effort. The right message, to the right investors, at the right time.
Track goals, EMIs, and expenses alongside portfolios. When an EMI ends, you know before the bank does — and every freed-up rupee has a destination in the plan.
Investors log in to see their own portfolios and reports, white-labelled under your brand. Fewer "send my statement" calls — more time for the conversations that grow the book.
Curate model baskets once, recommend consistently across your whole book, and execute through the same NSE flow. Advice at scale, without dilution.
Birthdays, anniversaries, and life milestones surfaced on time, for every family member. The small personal touches that compound into referrals and wallet share.
The complete investor profile — portfolio snapshot, SIP & AUM journey, family members, and every interaction in one view.
Custom tags for investor segmentation & filtering
One-click Tax Kit (P&L, Capital Gains, Dividend, ELSS)
Comments & @mentions on investor profiles
SIP Journey, Lump-Sum, and AUM charts
Family member portfolios with combined AUM
Serve families, not just folios. One view rolls every member's holdings into the family's combined wealth — with the insights that spark your next conversation.
Total family AUM with invested vs. gains split
Asset allocation across the entire family
How each member is invested — drill into any row
"What to notice": concentration, overlap & performance flags
Fund performance and exposure across all members
Show clients their financial future, not just their portfolio. Simulate assets and future cash flows across 19 asset classes — without touching live records.
Net worth today across every asset class — live MF data included
Wealth timeline projected up to 40 years ahead
Life events on the timeline — college, travel, car, home
What-if scenarios per investor, saved and revisited
Works for qualified leads too — a proposal engine built in
Your command center. Review meetings, lead conversion funnels, task priority distribution, and touchpoint coverage — all in one view.
Review meeting tracking with auto-scheduling
Lead analytics with stage breakdown & conversion rates
Task distribution by priority, status, and department
Investor & AUM coverage analytics
RM-level and organizational performance visibility
Every task is linked to investor holdings. Execute NSE transactions — Purchase, SIP, SWP, STP, Switch — right from the task workflow.
SIP, STP, SWP, holdings & AUM context inside every task
NSE MF Invest: execute transactions without leaving WealthGenie
Lead management with follow-ups and CSV export
Filters, search, and bulk actions across task lists
Comments & @mentions for team coordination on tasks
Your entire team's schedule at a glance. Add comments with @mentions on investors, tasks, and leads — so context is always where it belongs.
Unified calendar for tasks, leads, follow-ups & meetings
Comments on investors, tasks, and leads with threaded replies
@Mentions and @here to notify teammates instantly
Auto-observer: commenters are added as observers automatically
Deep-link from any calendar event to its detail view
The platform of choice for wealth managers — and here's the full story of why →
View investors through any lens — AUM, SIP activity, market scenarios, tenure, or custom tags. Filter, segment, and act.
Market-aware, regulatory-compliant insights that scale across your entire investor base. Proactive, not reactive.
Modern web interface that needs minimal training. Our customers start using analytics in their daily workflows from day one.
Every task is tied to investor holdings. Execute SIP, SWP, STP, Switch, and Purchase orders directly from WealthGenie.
Superuser, Admin, and Member roles with decoupled RM, OE, and OM assignments. Everyone sees exactly what they need.
P&L, Capital Gains, Dividend, and ELSS reports bundled in a single ZIP download. Tax season, sorted.
See how WealthGenie AI can transform your wealth management practice. Fill in your details and our team will reach out to schedule a personalised demo.