LXMNWealth intelligence

For wealth advisers and their firms

Every client meeting prepared. Every portfolio held to the house view.

LXMN is one workspace for the whole firm: briefs and minutes, deviations, mail and calendar, the product shelf, and an AI that drafts the work and asks before it acts.

Take the tour
  • Advisers
  • SRMs
  • Team leads
  • The head
  • Product head and team
  • Investment committee
  • Marketing

How a day runs

From the first meeting to the last mail, in one place.

  1. Morning

    One page for the day

    The next meeting with its brief, overdue follow-ups, deviations to raise, new products and today's markets.

  2. Before a meeting

    A brief, ready

    Holdings, what changed since you last met, the gaps against the house view and opportunities that fit.

  3. After it

    Minutes, by dictation

    Talk it out or type it. LXMN structures the minutes and drafts the follow-ups for you to approve.

  4. Through the day

    Mail and deviations, in place

    Mail sorted by who it is from, deviations tracked until resolved, LXMN AI drafting the rest.

The product

Eight screens the firm works from.

Each one is the real app on demo data.

Your day

Everything that needs the adviser today, on one page.

  • The book's AUM, clients and net new money, always at the top.
  • Ask LXMN about a client, a product, a deviation or the whole book, typed or dictated.
  • Every task in the order it needs attention, overdue first.
The adviser's home in LXMN: the book's AUM and client count, the Ask LXMN box, and Your day listing overdue IPS reviews and follow-ups, each with an Open task button.

Meeting briefs

Prepared before every client meeting.

  • AUM, return, last meeting and open deviations at a glance.
  • Allocation against the house view and the IPS band, with every gap marked.
  • Liquidity, maturities and the holdings to talk about. Download it as a PDF.
A pre-meeting brief for a family office: total AUM, three-year XIRR, last met and six deviations, the IPS breaches, and allocation against the house view and IPS band with liquidity and maturities beside it.

Calendar and minutes

No meeting ends without its minutes.

  • Client, lead, internal and personal meetings in one week, from Google or Microsoft.
  • A meeting that ended with no minutes stays flagged until it is logged or rescheduled.
  • Minutes are captured by dictation or notes and turned into decisions and follow-ups.
The LXMN calendar week: three past client meetings flagged as ended with no minutes, each with Log minutes and Reschedule, above the week's client, lead and internal meetings.

Client desk

Every client's portfolio, in full.

  • Holdings by family member and asset class, with value, allocation and return.
  • Portfolio analytics, the portfolio's journey, maturities and a pitch deck on the same page.
  • Past advice on record: what went well, and the errors of commission and omission.
A client's page in LXMN: total AUM, three-year return, last meeting and deviations, the family office consolidated, and the asset allocation with each fund's allocation, value and return.

Deviations

Every portfolio held to the house view.

  • Each portfolio read against the client's IPS, the house view and the house rules.
  • A deviation names the range it broke and the house view that moved the range.
  • It stays open until resolved, and can be escalated.
The deviations overview: open, high-severity, clients affected and awaiting the client, then each client's deviation, such as equity above its range, with the IPS target and the house view that moved the range.

Inbox

Mail, sorted by who it is from.

  • Google or Microsoft mail inside LXMN, in folders for clients, the SRM, the team lead and the product team.
  • When a mail asks for something, LXMN asks its own questions under it.
  • The reply is drafted once the adviser says yes.
The LXMN inbox: folders for clients, SRM, team lead and the product team, and mail from clients, research and an AMC, each tagged by category.

Product team

The firm's shelf, kept in one place.

  • The product library, house views and house rules every adviser works from.
  • A launch goes from pipeline to investment committee approval to advisers.
  • The investment committee runs its agenda, votes and decisions in LXMN.
Product launches: PMS, gilt, AIF, target maturity and debt fund launches, each with its category, the days left and whether it awaits product head or investment committee approval.

Team leads

Every book visible to the people who lead it.

  • What is overdue across the team: minutes, follow-ups, IPS reviews, stalled approvals.
  • Each adviser's clients, AUM, growth, portfolio health, engagement and KRA.
  • SRMs work a task queue; the head sees the whole firm the same way.
The team lead's view: counts of meetings without minutes, overdue follow-ups, IPS reviews and missed KRA milestones, then each adviser's clients, AUM, growth, health, engagement and KRA.

Deviations

The house view moves the range. LXMN moves with it.

Every client has a target in their IPS. When the house view turns overweight or underweight on a class, the range shifts, and every portfolio outside it is raised as a deviation, with the reason written out.

Equity, one family officeDemo book
IPS range
37.8 to 46.2%
House view: Overweight
Range moves to 41.6 to 50.8%
Deviation raised
Above its range, open until resolved

LXMN AI

Drafts the work. Asks before it acts.

LXMN AI writes proposals, documents, emails and tasks in the adviser's place. It works from the firm's house views, house rules and product library, and runs the compliance checks before it answers. Nothing is sent or saved until the adviser approves it.

Portfolio X-Ray

Any statement, read exactly as written.

A prospect's or client's statement as it comes: PDF, Excel, Word, a scan or a photograph. X-Ray turns it into the slides the client will get, measured against the firm's house view and shelf.

  • Every holding copied as written, with its line in the statement
  • Sums and completeness checked against the statement
  • Each holding mapped to an asset class
  • Revise in plain words, then download PDF or PowerPoint
  1. 01

    Upload

  2. 02

    Questions

  3. 03

    Review

A Portfolio X-Ray slide, Your portfolio at a glance: where the money sits as a ring by asset class, the current value, five things to know with red flags and a blind spot, and the key takeaway.

7

roles on one desk, from adviser to investment committee

5

kinds of statement X-Ray reads: PDF, Excel, Word, scan, photograph

3

steps from a statement to the client's slides

0

mails, tasks or documents sent or saved without the adviser's yes

Everything else

The rest of the desk.

Dictation, everywhere

Minutes, notes, a question for LXMN AI or a reply: speak it and LXMN writes it down, in Indian English.

Past advice, on record

Every recommendation is kept with what came of it.

  • Went well
  • Acted on, then underperformed
  • Declined, then outperformed

Launches, pipeline to advisers

Proposals and pitch decks

Drafted from the client's holdings and the firm's shelf, ready to share.

The SRM's queue

One task queue across every adviser an SRM supports.

KRA for every adviser

Milestones tracked through the year, visible to the adviser and their lead.

House views and house rules

Kept by the product team; every brief, deviation and draft reads from them.

Investment committee

Agenda, votes and decisions, with launches waiting for approval.

Booked from the calendar

Meetings booked in LXMN go out with their invites.

LXMN keeps every adviser prepared, every portfolio in line with the house view, and the whole firm on one desk.