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MIDASX is a comprehensive B2B2C wealth-tech platform designed for modern financial intermediaries. We provide the operating system, AI tools, and multi-asset marketplace you need to scale your wealth business.

MIDASX is a multi-asset WealthTech platform designed for financial intermediaries: Mutual Fund Distributors (MFDs), Registered Investment Advisors (RIAs), wealth managers, and NBFCs. It combines a SaaS infrastructure layer, a product marketplace, and an AI engine to help you scale your business without scaling your headcount.

The SaaS platform includes multi-advisor dashboards, a configurable recommendation engine, full OMS and model portfolio rebalancing, advisory fee administration, and out-of-the-box regulatory compliance tools.

No, MIDASX SaaS is fully cloud-hosted and managed by our team, ensuring high availability, security, and zero maintenance overhead for your business.

The MIDASX Marketplace provides access to domestic and international equities, mutual funds, fixed income products, and alternative investments, all through a single unified API.

We currently provide seamless access to over 50 top-tier stock brokers, allowing your clients to execute trades with their preferred broker directly from your white-labelled app.

Portfolio Genius-AI is our AI-driven engine that continuously analyzes client portfolios against market conditions and suggests optimized rebalancing strategies in real-time.

Digi Avatar is a virtual, AI-Powered assistant that can engage with your clients, answer their basic financial queries, and guide them through the onboarding process, providing 24/7 support.

Yes. From the mobile app to the investor dashboard and email communications, every touchpoint can be fully branded with your logo, colors, and typography.

Absolutely. All web portals are hosted on your custom domain (e.g., invest.yourcompany.com) with full SSL encryption provided by us.

Yes, we offer a completely frictionless DIY onboarding journey utilizing DigiLocker for instant KYC verification and UTM tracking for your marketing campaigns.

A standard migration takes between 4 to 6 weeks. Our dedicated migration team handles the secure transfer of client data, historical transactions, and portfolio mapping.

We offer a flexible pricing model based on your AUM (Assets Under Management) and the specific modules you choose to activate. There are no hidden setup fees.

Instead of a trial, we provide a fully guided, personalized sandbox environment where your team can explore the complete capabilities of MIDASX before committing.

Security is our top priority. We employ bank-grade encryption (AES-256), regular third-party penetration testing, and are fully compliant with ISO 27001 and local financial regulations.

We provide dedicated account managers, 24/7 technical support, and comprehensive API documentation for your development team.