Platform
Consolidate portfolios, automate reporting, and act on intelligence in one platform built for Indian wealth teams.
AUM Tracked
₹50,000+ Cr
Advisor Network
4,500+ Active
Platform
Secure Access
Enter your email and password to access your account
Demo Accounts by Role
Use quick-fill to explore role-specific workflows. Default demo password: DemoPass123!
Client Portal
demo.client@mxelitecentric.com
Client dashboard, portfolio, goals, and transaction visibility.
Vendor Portal
demo.vendor@mxelitecentric.com
Provider portal access, integration actions, and sync operations.
Distributor Admin
demo.distributor@mxelitecentric.com
Tenant-wide dashboard, team controls, and growth analytics.
Branch Manager
demo.manager@mxelitecentric.com
Relationship coverage, lead pipeline, and advisor performance.
Relationship Manager
demo.rm@mxelitecentric.com
Client workflows, SIP tracking, and follow-up execution.
Operations
demo.ops@mxelitecentric.com
Onboarding checks, reports, and compliance operations.