Wealth intelligence.
Engineered for you.
Every tool your advisory practice needs. Portfolio intelligence, automated reporting, client portals, and compliance — under one roof.
Good morning, James.
Your wealth summary — November 2025
Total AUM
£4.2M
+8.4%
YTD Return
+12.3%
↑
Active Clients
24
+3
Recent transactions
£2,847,320
+4.2% this month
PORTFOLIO INTELLIGENCE
Every position. Every client. In real time.
Payxara aggregates positions from any custodian — Pershing, DTC, Euroclear — and presents a live, consolidated view. Drill into any holding, any date, any currency.
- Multi-custodian aggregation
- Real-time FX conversion
- Historical performance tracking
- Benchmark comparison
Q3 Wealth Summary
ReadyHarrington Family Office
£8.4M
COMPLIANCE & REPORTING
MiFID II. FCA. CASS. Handled.
Regulatory reports generated automatically, reviewed in one click, and submitted without the spreadsheet chaos. Your compliance team focuses on strategy, not formatting.
- Auto-generation on schedule
- One-click regulator submission
- Immutable audit trail
- Custom report templates
Recent Activity
Dividend received
Equities
Portfolio rebalance
Auto
Advisory fee
Monthly
New deposit
Transfer
CLIENT PORTAL
A portal your clients will actually use.
White-labelled, branded as yours. Clients see live data, access documents securely, and message their advisor — all in one clean interface.
- White-label branding
- Real-time portfolio view
- Secure document vault
- In-app messaging
Good morning, James.
Your wealth summary — November 2025
Total AUM
£4.2M
+8.4%
YTD Return
+12.3%
↑
Active Clients
24
+3
Recent transactions
INTEGRATIONS & API
Connects to everything your team already uses.
REST APIs with full documentation. SDKs for Node, Python, and more. Connect your custodian, CRM, accounting platform, and reporting tools in hours, not months.
- 200+ out-of-the-box integrations
- REST API + webhooks
- Custodian direct feeds
- No-code connector builder
FOR DEVELOPERS
Integrate payments in an afternoon.
Clean REST APIs, comprehensive webhooks, and SDKs for Node, Python, Ruby, Go, Java, PHP, .NET, and Elixir. Sandbox environment included — no approval required.