STOXLITIX
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Desk Infrastructure & Automation

Built for HNIs • Family Offices • RAs • RIAs • Sub-Brokers • MFDs

Institutional-grade tech, tailored for your advisory desk.

From dedicated financial client management and automated reachout engines to white-label market analytics and custom screening pipelines—we equip modern wealth desks with turn-key financial software.

Schedule a desk discussion Explore ready tools
  • Strict Mutual NDA
  • White-label ready
  • Fully managed cloud
Advisory Technology Suite
Enterprise-Ready
Client CRM
Mandates & Contacts
Centralized holdings view
Reachout Engine
Automated Updates
WhatsApp & email notes
Admin Desk
Business Analytics
Engagement & AUM metrics
White-Label
Your Own Brand
Stoxlitix engine integrated
Bespoke Custom Engineering
• Custom Logic: Your proprietary indicators and formulas coded into automated daily pipelines.
• Zero Server Overhead: Fully hosted, maintained, and secured by our team.
Built for SEBI intermediaries, wealth desks & family offices LIVE READY

Ready Financial Infrastructure

Turn-key tools built specifically for wealth professionals.

Deploy our pre-built specialized software modules to streamline your practice from day one.

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Dedicated Advisory CRM

Manage investor relationships, mandates, and contact history in a CRM crafted strictly for financial advisory and intermediation—not generic sales.

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Client Reachout Platform

Broadcast structured market updates, research reviews, and individual client notes across WhatsApp and email without manual copy-pasting.

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Admin & Operations Portal

Centralized operational cockpit to control team access, audit trails, compliance records, and daily client communications friction-free.

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Business Analytics Desk

Monitor engagement trends, client retention rates, mandate activity, and pipeline growth with clear, executive-level visual dashboards.

Institutional White-Label

White-label Stoxlitix analytics under your own brand.

Deliver elite market intelligence directly to your high-net-worth clients. We can deploy the complete Stoxlitix quantitative engine under your custom domain, logo, and visual branding.

Request a white-label demo
01

Your Custom Domain & Brand

Clients access analytics at analytics.yourfirm.com with your logo, color palette, and bespoke disclaimers.

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Institutional Relative Strength Engine

Power your client portal with our daily EOD calculations across the Nifty 500—including sector rotation and trend cycles.

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Branded PDF & Report Cards

Generate private 1-page health report cards and market overviews co-branded for your client review meetings.

How We Work Together

Custom engineering for unique desk requirements.

Have proprietary formulas, custom screeners, or specialized data requirements? We build them to your exact specifications.

1

1. Confidential Process Review

Under a mutual NDA, you explain your team's daily manual workflow, custom indicators, or screening rules.

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2. Custom Pipeline Engineering

We architect and configure the software pipelines specifically for your parameters—no rigid templates.

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3. Fully Managed Autopilot

Your systems run reliably every morning with zero server management or IT headaches for your team.

Confidential Tech Consultation

Ready to upgrade your desk infrastructure?

Schedule a 20-minute discussion to explore ready tools, white-label options, or custom automation pipelines.

Discuss your requirements Direct access: Chat on WhatsApp

Common Questions

Clear answers for advisors and desks.

Direct Contact

Connect With Our Technical Team

Connect with the Stoxlitix team on WhatsApp or email to review ready tools, white-label options, or custom automation.

WhatsAppDirect +91 8591992556

Message us on WhatsApp

Connect directly to discuss ready tools, white-label integration, and custom development options.

Open WhatsApp chat