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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Know which investor to meet, when, and why. Track every touchpoint, monitor coverage across your book, and let data guide your next conversation.
Tasks tied directly to investor holdings. Your team sees context instantly — 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.
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
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.
Tasks with investor context — see holdings instantly
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
What makes WealthGenie the platform of choice for wealth managers
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.