A wealth manager's revenue rests on two numbers: the assets you manage, and the share of each investor's financial life you manage. WealthGenie moves both.
Every prospect is run through the same data engine that serves your book — so your first meeting opens with precise, personal observations about their money, not a generic pitch. Lead pipelines, follow-ups, and conversion analytics keep acquisition moving.
Attention signals scan every folio daily and surface the investors who need you — stopped SIPs, idle cash, unusual redemptions, maturing EMIs — before the noise of operations buries them. Proactive service is what keeps AUM from walking out the door.
Portfolios, goals, EMIs, expenses, and held-away assets across 16 categories — tracked in one place. When you can see the whole picture, every freed-up rupee has a destination, and your share of the wallet grows with the trust you've earned.
Business Attention Metrics (BAMs) — over twenty signals recomputed with every data refresh — turn your full investor base into a shortlist your team can actually act on today. Four one-click Market Scenario playbooks (Bottoming Market, Bull Market Rally, Sideways Market, Overvalued Market) combine the right signals with tenure, AUM, and age filters, so when the market moves, the cohort that should hear from you is one click away.
A signal is only worth revenue if it reaches the investor. Filter any cohort down to Family Heads and send one directed email to all of them — personalised in substance, bulk in effort — then track the responses as leads, meetings, and executed orders on the same platform.
Investor360 puts the complete relationship on one screen — portfolio value, XIRR and absolute returns, SIP journey, family AUM, tags, tasks, and a one-click Tax Kit.
Current value, invested cost, and returns — computed FIFO-accurately
SIP, lump-sum, and AUM journeys at a glance
Family members with combined AUM in the sidebar
Tax Kit: P&L, Capital Gains, Dividend & ELSS in one download
Wealth decisions happen at the family level. WealthGenie rolls every member into one view — and tells you what to notice: concentration, overlap, and performance flags across the family.
Total family AUM with invested vs. gains split
Member-level drill-down — who holds what, and how it's doing
Insights that spark the next conversation automatically
One directed email to family heads reaches the whole book
The Investment Simulator projects current assets and future cash flows — in and out — across 19 asset classes, decades ahead. When clients can literally see their financial future unfold under your plan, they stick to the plan.
Net worth today, including assets held beyond mutual funds
Wealth timeline with life events — college, home, travel, car
What-if scenarios that never touch live records
Works for qualified leads too — your built-in proposal engine
Every proactive, data-backed touch — a call before the market forces it, a plan for an EMI that just ended, a tax kit delivered in one click — raises trust. And trust is the only durable way to win a larger share of an investor's financial allocations.
The mechanism matters: an investor who feels taken care of consolidates. They move the FD from the bank, route the bonus through you, and refer their family. Each touch is small; the compounding is not.
A well-served book builds the track record that attracts the next client. Each turn of the wheel makes the next one easier.
Every claim above is carried by working platform machinery — the capabilities that decide whether a revenue idea survives contact with a Monday morning.
CAMS + KFintech ingestion twice daily, NAV sync five times a day, FIFO-accurate holdings and transfer-out reconciliation.
Purchase, redemption, SIP, SWP, STP and Switch via NSE — with UCC sync, KYC & FATCA and mandates in the same flow.
Brokerage reports ingested into trail analytics — commission by AMC, scheme, investor and RM, with month-on-month movement.
Auto-scheduled review meetings, with dashboards showing how much of your investor base — and AUM — you've personally touched.
P&L, Capital Gains, Dividend and ELSS reports per investor per FY — the service moment that cements loyalty every March.
Every AMC's monthly outlook, consolidated into one cross-AMC view — consensus, divergences, and attribution. Walk in market-aware.
The best way to understand WealthGenie is to watch your own investors light up with signals. Book a personalised demo and we'll walk you through it.
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