Onboard faster. Report automatically.
The operating system for wealth & financial services. Linxio automates client reporting, compliance workflows and onboarding — built for a regulated world, paid on outcomes.
From manual reports
to automated AUM updates.
- Reports built by hand every month
- Slow, paper-heavy client onboarding
- Compliance tracked in spreadsheets
- Leads go cold between meetings
- Weekly / monthly reports generated automatically
- Digital onboarding with e-signature
- Compliance workflows with full audit trail
- Automated nurture keeps prospects warm
Everything a finance
firm needs.
Automated reporting
AUM and performance reports generated and sent on schedule.
Compliance workflows
KYC, approvals and audit trails built in.
E-signature onboarding
Sign and onboard clients in minutes, not weeks.
Client CRM
Every relationship, document and interaction in one place.
Client communication
Personalized, scheduled updates that build trust.
Bank-grade security
Sensitive data protected to regulatory standards.
You only win when a client onboards.
Linxio Finance ties to outcomes, not seats — we grow when your numbers grow. Enterprise plans add custom modules, dedicated AI agents and full white-label.
“Linxio automates the weekly reports we used to dread and onboards clients in a day. It paid for itself in month one.”
Report less.
Grow more.
Linxio Finance — the operating system for financial services.