Manual Spreadsheet Grunt Work
Spending 2 to 3 hours every evening manually running screeners, updating fragmented Excel sheets, and calculating metrics across hundreds of securities.
Time Bleed Institutional Desk Infrastructure
BUILT FOR HNIs • FAMILY OFFICES • RAs • RIAs • MFDs
Institutional-grade tech,
tailored for your wealth desk.
From bespoke quantitative pipelines and automated EOD screening engines to white-label market terminals and portfolio diagnostics—we equip modern wealth desks with turn-key financial automation.
Strict Mutual NDA White-Label Ready Zero Server Overhead
DESK COMMAND / LIVE SUITE
White-Label Live
Your Own Brand
Custom Pipeline Automated
Bespoke Indicators
Universe Scanners 499 Equities
Multi-Factor Screening
Health Audits 1-Click PDF
Portfolio Diagnostics
Bespoke Custom Engineering STRICT NDA
• Proprietary Logic: Your custom indicators and formulas coded into automated daily pipelines.
• Zero Server Overhead: Fully hosted, maintained, and secured by our engineering team.
01 / THE BOTTLENECKS WHERE ADVISORY TIME GETS LOST
The Cost of Manual Desk Friction
Growing advisory AUM shouldn't mean
drowning in manual busywork.
Advisory principals and wealth managers lose 15+ hours each week running manual EOD screeners, copy-pasting charts into messaging apps, and wrestling with disconnected generic tools not built for financial intermediation.
Static Filter Failures
Traditional screening portals rely on rigid, static thresholds that fail during swift market regime changes, leaving your desk vulnerable to late entries and false breakouts.
Calculation LagData Engineering Burden
Building and maintaining internal scrapers, managing unreliable tick feeds, and debugging custom formulas distracts your senior talent from strategic advisory.
High Maintenance02 / THE DESK SUITE 4 TURN-KEY INFRASTRUCTURE MODULES
Ready-To-Deploy Financial Software
Modular infrastructure.
Deployable in days.
Deploy specialized, turn-key software modules crafted specifically for wealth managers, research analysts, and investment desks.
MODULE / 01 ENTERPRISE SUITE
MODULE 01 • PROPRIETARY BRANDING TURN-KEY
analytics.yourfirm.com Custom Subdomain & Full Brand Wrap
Give high-net-worth clients an institutional market portal that belongs entirely to your firm. Co-branded 1-page PDF health report cards for client review meetings.
CURRENT MODULE
White-Label Stoxlitix Terminal
Deploy the full Stoxlitix relative strength engine on your own custom subdomain with your branding, colors, and executive report cards.
Fully cloud-hosted • SOC-2 aligned architecture • Strict data isolation
03 / WHITE-LABEL INTEGRATION YOUR FIRM'S BRAND ELEVATED
Institutional Market Perception
Deploy our engine under
your own brand.
Deliver elite market intelligence directly to your high-net-worth clients without building software from scratch. We deploy the complete Stoxlitix quantitative terminal under your custom domain, logo, and brand color palette.
- Custom Subdomain: Hosted at
analytics.yourfirm.comwith automated SSL and bespoke disclaimers. - Institutional Relative Strength: Daily EOD calculations across the Nifty 500, sector rotation vectors, and Wyckoff trend cycles.
- Branded 1-Page PDF Reports: Generate co-branded portfolio health report cards in one click for client review meetings.
CLIENT PORTAL
WHITE-LABEL[YOUR FIRM] Intelligence Terminal
Your clients log into your institutional portal to explore structured market strength, sector rotation paths, and quantitative metrics—entirely under your brand.
Co-Branded Client Dossier PDF EXPORT
1-Page Portfolio Diagnostic Audit
Auto-generated with your SEBI registration details and firm disclosure04 / THE PROTOCOL STRICT MUTUAL NDA
Confidential & Seamless
Enterprise security,
zero server overhead.
01
Confidential Process Audit
Under a legally binding bilateral NDA, our technical leads evaluate your team's manual workflow, custom indicators, and communication requirements.
Strict Bilateral NDA
02
Custom Pipeline Architecture
We architect and configure the exact quantitative software pipelines and custom data screeners for your desk—no rigid, one-size-fits-all templates.
Tailored Specifications
03
Autopilot Cloud Execution
Your custom quantitative engines execute reliably every morning and market close with 99.9% uptime and zero server maintenance for your staff.
Fully Managed Autopilot
05 / THE ESSENTIALS FREQUENT QUESTIONS
Clear Answers For Advisory Desks
Everything you
need to know.
Questions about our turn-key modules, white-label deployment, or custom pipeline engineering? Here are direct answers.
01 Which ready-made tools can we start using immediately? +
We have turn-key modules ready for deployment including our White-Label Stoxlitix Terminal, Multi-Factor Screening Engines, Automated Portfolio Diagnostic Dossiers, and Market Strength Analytics suite.
02 How does White-Label Stoxlitix integration work? +
We deploy the complete Stoxlitix analytics engine on your custom subdomain (e.g. analytics.yourfirm.com) branded with your company logo, typography, color palette, and bespoke disclaimers. Your clients experience an institutional market portal directly tied to your firm.
03 Can you develop custom screening logic or algorithms? +
Yes. If your desk has proprietary trading setups, custom relative strength metrics, or specific multi-timeframe filters, we build custom data pipelines executed automatically every market close.
04 Will our proprietary logic stay protected under an NDA? +
100% yes. We execute a legally binding Mutual Non-Disclosure Agreement (NDA) before any proprietary formulas, methods, or setups are shared or reviewed.
05 What is the typical deployment timeline? +
Ready-to-deploy modules (White-Label Portal and Custom Scanners) can be configured within 3 to 5 business days. Bespoke quantitative pipeline engineering typically deploys within 2 to 3 weeks following specification sign-off.
INSTITUTIONAL ADVISORY TECHNOLOGYUpgrade your desk
Upgrade your desk
infrastructure.
Schedule a confidential 20-minute technical consultation to explore ready modules, white-label options, or custom automation pipelines.
Schedule Desk DiscussionEXECUTIVE TECHNICAL CHANNEL
Connect with our
engineering desk.
Connect directly with the Stoxlitix enterprise team on WhatsApp or via email to review ready tools, white-label integration, and custom development options.