Wealth Management

Technology behind Wealth Management
Combine your rich experience in Wealth Management Advisory with our tech savvy tools helps you to provide your clients with a unique offering made available anywhere and everywhere. Delivered on-demand with next to zero costs as a Software as a Service(SaaS), empower your wealth management prospects and clients to perceive you as a tech-savvy advisor.

Rockstar Advisor built upon INXS's Financial Platform delivers a fully-private labled state-of-the-art technology and software to help you effectively and efficiently manage client relationships throughout the wealth management lifecycle.

Private Adivors and IFAs

• Be Visible & Tech-Savvy - Acquire new customers
• You will love to use - Simple & Easy
• Manage your clients & keep them in the loop with yourself
• Cut time to remix and readjust portfolio - Portfolio Analytics
• No interfering smart aleck "tools" to get in way of your core competence
• Swiss-Knife of Alerts for Advisor and for Clients
• Painless Reporting - Any kind of reports
• Command & Control - Transaction Inbox
• Create Custom Templates - Add any Asset Class
• All of above on the Web, on Mobile and Desktop