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Capability Comparison

One platform.
More possibilities.

See how MIDASX compares with the most common wealth technology platform models across ten core capabilities.

Capabilities

Features & options

Recommended
MIDASX
B2B2C Multi-Asset
Direct-to-Consumer
B2C Model
Sub-Broking-Led
Partner Model
Traditional Wealth
Software Model
Curated Investment
Marketplace Model

Open-Architecture Marketplace

Access to multiple financial products & open APIs

Truly White Labelled Application

Fully branded digital investor & professional experience

N/A
N/A

Multilingual Mobile App

Mobile experience localised across languages

DIY Onboarding

Digital onboarding with DigiLocker & campaign tracking

Multi-Team Multi-Portfolio Dashboards

Advanced user and portfolio management

Client & AUM Management

Centralised client and AUM visibility

Configurable Recommendation Engine

Automated portfolio recommendations & rules

OMS & Model Portfolio Rebalancing

Order management system with model portfolio logs

Fee & Compliance Ready

Automated fee administration & SEBI compliance

Access to 50+ Stock Brokers

Multi-broker integration across ecosystems

Available
Partial
Not available
N/ANot applicable

Illustrative category-level comparison. Feature availability may vary across individual platforms and service providers.

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