You are the reason
they invest.
Apps gave your clients access. They never gave them you — the judgment, the calls at the right moment, the trust. Felix puts the firepower of an entire wealth firm behind that relationship, so the advice stays human and the work stops being manual.
The advisor's dilemma
The market handed your clients a thousand apps and an AI for every question. What it couldn't hand them was someone who knows their name.
You were never out-trusted. You were out-tooled — out-marketed by slick interfaces, out-paced on content, buried in spreadsheets and follow-ups. The relationship is yours to keep. The tools are what Felix evens out.
The shift
One person.
A whole wealth firm.
Felix is the AI co-pilot that runs the firm behind you — research, proposals, marketing, content, follow-up — so you spend your hours where they actually compound: with people.
The platform
Everything a wealth firm has.
Run by one advisor.
Each part of Felix is a department you’d otherwise have to hire for. Together they’re the unfair advantage behind your name.
Build a goal-fit portfolio in minutes — and a proposal they’ll actually read.
AI portfolio builder, fund research, screener and comparison, branded PDF proposals and full wealth plans. The analysis of an investment team, on tap.
Felix Chat answers the question before the client finishes asking it.
A CFA-grade co-pilot for fund queries, calculations, what-ifs and client conversations — grounded in live fund data, ready 24/7.
Turn curiosity into a calendar full of conversations.
Branded calculators that capture leads, a public profile microsite, and a leads inbox with one-tap WhatsApp and add-to-contacts. Every share becomes a lead.
Walk in already knowing what moved — and why it matters to your book.
Felix Terminal: live indices, movers, FII/DII flows, category performance and regulator-grade intel, filtered to what an MFD actually needs.
Show up daily on WhatsApp without writing a word.
Share Kit drops a fresh set of designed, on-brand market cards every morning — your name, your number, one tap to post. Plus the Brew newsletter, white-labelled to you.
Pricing
One plan. The whole firm.
No tiers. No per-feature charges. No hidden fees.
Inclusive of GST · the entire Felix platform
Less than one client's annual SIP — for a whole firm's worth of research, marketing and tools.
Full platform from day one · cancel anytime