MidasX
MIDASX Marketplace

Offer More.
Own More.
Grow More.

MIDASX Marketplace gives financial intermediaries access to a growing range of financial products through one connected, paperless platform.

From mutual funds to fixed deposits, stock baskets, research calls and loans against mutual funds, expand what you offer without adding operational complexity.

MidasX Multi-assets Marketplace Dashboard

Your Clients Need More Than One Product. Your Platform Should Support That.

Clients rarely stop at one investment need. They may start with mutual funds, but over time they explore fixed income, stocks, loans, insurance and other wealth products. When those products are not available through the intermediary, the client moves elsewhere.

01 - Shelf Constraints

Shelf Constraints
Offering limited product categories to clients

02 - Leakage Risk

Leakage Risk
Clients transacting external assets outside your view

03 - Broken Experience

Broken Experience
Fragmented logins and systems for different assets

04 - High Friction

High Friction
Manual coordination with multiple product providers

05 - Blind Spots

Blind Spots
No visibility into client interests and behaviour

06 - Lost Growth

Lost Growth
Missing out on cross-selling complementary products

MIDASX Marketplace helps you keep more client needs within your own ecosystem.

A B2B2C Marketplace Built for Financial Intermediaries

MIDASX Marketplace connects product manufacturers, distributors, advisors, stockbrokers and investors through one unified digital ecosystem. It helps intermediaries offer more products, simplify execution and create a stronger client experience without becoming dependent on multiple separate platforms.

One Marketplace. Three Connected Stakeholders.

StakeholderWhat They Get
Product ManufacturersWider access to financial intermediaries and investors
Financial IntermediariesMulti-product access under a connected platform
InvestorsSmoother access to financial products through a trusted intermediary

Give Your Clients More Ways to Invest, Borrow and Plan

Mutual Funds

Enable digital mutual fund transactions and portfolio access through one platform.

Mutual Funds Dashboard

Stock Baskets

Offer curated equity baskets for clients looking at market-linked opportunities.

Stock Baskets Dashboard

Research Calls

Bring research-led opportunities into the intermediary-client conversation.

Research Calls Dashboard

Loans Against Mutual Funds

Help clients unlock liquidity without disturbing their long-term investments.

Loans Against Mutual Funds Dashboard

Fixed Deposits

Offer fixed income options through a digital journey.

Fixed Deposits Dashboard

Bonds

Expand into fixed-income opportunities for clients seeking structured debt exposure.

Bonds Dashboard

PMS / AIF

Support sophisticated product access for eligible investors.

PMS / AIF Dashboard

Insurance

Add protection-led financial products into the overall client relationship.

Insurance Dashboard

When Your Product Shelf Is Limited, Your Client Wallet Moves Elsewhere.

An intermediary may own the relationship, but if the platform cannot serve multiple client needs, transactions start moving outside the advisor ecosystem. MIDASX Marketplace helps reduce that gap by giving intermediaries access to a broader range of products from one place.

Before MIDASX Marketplace

With MIDASX Marketplace

01Client Need

Investors look for diverse wealth products to achieve their goals.

Client Need
Client Need01

Investors seek the same wealth products, but expect a unified journey.

02External Platforms

Advisor uses multiple disconnected tools and portals to manage access.

Platform
One Connected Platform02

A single unified marketplace interface embedded in your ecosystem.

03Fragmented Journeys

Transactions happen outside the advisor's environment with high friction.

Access
Connected Checkout03

Paperless, instant onboarding and transactions in a single flow.

04Zero Visibility

No tracking or insights into external client assets or behaviors.

Visibility
Unified Tracking04

Full data ownership with real-time tracking of all client portfolios.

05Revenue Leakage

Clients migrate to external platforms, leading to lost assets and revenue.

Outcome
Stronger Retention05

Increased wallet share, higher retention, and new revenue streams.

Designed for Faster, Cleaner Product Distribution

MIDASX Marketplace simplifies product discovery, onboarding and transaction journeys through a digital-first flow.

01

100% Paperless Onboarding

Completely digital, zero-paper investor account setup in minutes.

02

Digital Product Access

Instantly unlock Stock baskets, Mutual Funds, and Fixed Income shelf.

03

Connected Journeys

No broken links or redirects. Experience unified checkout transactions.

04

Client-Ready Investments

Pre-configured, curated assets ready for client exploration.

05

Reduced Manual Sync

Automate reconciliation and coordination across product manufacturers.

06

Faster Execution

Cut operational steps and turn-around time for intermediaries.

07

Cleaner Experience

Give investors a simple, clean, and modern portal.

Turn Product Access Into Business Growth

Expand Wallet Share

Expand Wallet Share

Serve more financial needs from your own ecosystem.

Strengthen Client Relationships

Strengthen Client Relationships

Make your platform the first place clients return to.

Reduce Platform Dependency

Reduce Platform Dependency

Use one connected Marketplace instead of scattered product flows.

Add Revenue Streams

Add Revenue Streams

Move beyond single-product distribution.

Serve Like a Larger Firm

Serve Like a Larger Firm

Offer product breadth that was earlier available mainly to larger institutions.

More Than Product Access. A Distribution Growth Layer.

Traditional Product AccessMIDASX Marketplace
Product-by-product coordinationUnified Marketplace access
Limited product visibilityMulti-asset product shelf
Client goes outside for other needsClient needs stay within your ecosystem
Manual processesDigital, paperless journeys
Transaction-led relationshipBroader financial relationship

What You Can Do With MIDASX Marketplace

For Growth-Minded MFDs

Offer more than mutual funds without building new product infrastructure.

For Wealth Firms

Create broader client portfolios with access to multiple investment categories.

For Stockbrokers

Add investment and lending-led product access to strengthen client relationships.

For Enterprises & AMCs

Use Marketplace infrastructure to widen distribution through financial intermediaries.

Ready to Expand Your Product Shelf?

See how MIDASX Marketplace can help you offer more financial products, reduce revenue leakage and build a stronger client ecosystem.

Want to manage these products from one operating system?

Explore MIDASX SaaS

Want AI-led insights for client opportunities?

Explore MAGNIX AI