Every client, every rupee, reconciled by morning.

Mandates, ledger, end of day and filings for WealthX. Staff sign in with the firm's own account, so leavers lose access when the firm switches them off.

Single sign-on through your firm's provider, with its MFA
Maker-checker on every change to money, clients and config
One deployment and one database for WealthX alone

bo.16-4-102-15.sslip.io · Hosted in Mumbai · Every sign-in is logged. WealthX support never signs in as your staff.

One click as a role, with made-up data.

Sign in

Use your WealthX work account.

Accounts are created by invitation. Every sign-in asks for your second factor.

In this demo, press Try the demo and pick a role: seeded accounts have no password.

Sessions end after 8 hours. Approvals, exports and showing full PAN ask you to sign in again.