Mindlytx for Brokerages
A research desk inside every client's app.
An intelligence layer for your digital investment offering
Two banks trade below the sector median P/E with a dividend yield above 4%. Both report stable equity over the last four quarters.
P/E vs sector
9.8 / 12.4
Dividend yield
5.1%
Exposure by sector
Top 3 positions58%
Illustrative interface with sample data. Not live market data.
The challenge
Investors expect research, discovery and portfolio context inside the brokerage experience. Building and maintaining that data and analytics layer is slow and costly, and execution platforms rarely include it.
What Mindlytx provides
Mindlytx supplies market intelligence, AI-assisted research and discovery tools that sit beside your existing trading infrastructure, through the Mindlytx interface or integrated into your channels where available.
Business value
- 01
Enrich the investor experience
- 02
Give clients faster access to research and market intelligence
- 03
Offer intelligent discovery and analytical tools
- 04
Support stronger client engagement
Relevant modules
- Robo-advisory as a ServiceLimited releaseA core Mindlytx product: a complete robo-advisory journey, delivered to licensed institutions as a service.Learn more
- AI Co-InvestorAvailable nowAsk investment research questions and receive structured answers grounded in platform data.Learn more
- Advanced ScreenerAvailable nowScreen the market on fundamentals and valuation, with sector context built in.Learn more
- Market Intelligence WorkspaceAvailable nowOne environment for monitoring market conditions, sectors, liquidity and news.Learn more
- Portfolio IntelligenceAvailable nowPortfolio visibility, exposure and concentration, with performance in context.Learn more
- Institutional IntegrationLimited releaseBring Mindlytx intelligence into your own channels and internal tools.Learn more
Good to know
Mindlytx complements your platform. Order execution and client accounts stay with your licensed systems.