Mindlytx for Wealth units
Consistent advice conversations, from risk profile to portfolio review.
A repeatable advisory workflow for your advisors
1 · Risk profile
Balanced
From the investor questionnaire
2 · Model allocation
- Equities50%
- Bonds35%
- Cash15%
By risk band and goal horizon
3 · Rule monitoring
- Single position ≤ 10%8.2%Within
- Cash ≥ 5%15%Within
- Sector ≤ 30%34%Breach
Illustrative interface with sample data. Not live market data.
The challenge
Advisors often build each client conversation from scratch: a risk discussion, a spreadsheet, a few reports. Quality varies from advisor to advisor, and the reasoning behind an allocation is hard to document.
What Mindlytx provides
Mindlytx supports a consistent workflow: an investor risk profile, goals and plan, a model allocation by risk band, and ongoing visibility of the portfolio against its rules. Advice and execution stay with your licensed advisors.
Business value
- 01
The same starting framework for every advisor
- 02
Documented, explainable reasoning behind each allocation
- 03
Exposure and concentration visible in review meetings
- 04
Fund and stock research one step away
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
- Portfolio IntelligenceAvailable nowPortfolio visibility, exposure and concentration, with performance in context.Learn more
- Mutual Fund IntelligenceAvailable nowDiscover, compare and analyse mutual funds on consistent, published data.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
Good to know
Mindlytx supports your advisors. Regulated advice and execution remain with licensed professionals.