MXE

MXEliteCentric

Platform

For Modern Distributors

Wealth operations, reimagined for high-trust client journeys.

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

Secure platform. Daily backups. Enterprise-grade access controls.

MXE

Platform

Secure Access

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Demo Accounts by Role

Use quick-fill to explore role-specific workflows. Default demo password: DemoPass123!

Client Portal

Client dashboard, portfolio, goals, and transaction visibility.

Vendor Portal

Provider portal access, integration actions, and sync operations.

Distributor Admin

Tenant-wide dashboard, team controls, and growth analytics.

Branch Manager

Relationship coverage, lead pipeline, and advisor performance.

Relationship Manager

Client workflows, SIP tracking, and follow-up execution.

Operations

Onboarding checks, reports, and compliance operations.

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