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1<!DOCTYPE html><html lang="en-AU"><head><meta charSet="UTF-8"/><meta name="viewport" content="width=device-width, initial-scale=1.0"/><link rel="preload" as="image" href="/images/wealthx-logo-white.svg"/><title>WealthX | CRM for Mortgage Brokers, Advisers &amp; Accountants</title><meta name="description" content="WealthX is an Australian all in one client platform for mortgage brokers, financial advisers and accountants: websites, digital fact find, CRM, wealth app, retention and marketing."/><meta name="robots" content="index, follow"/><meta name="theme-color" content="#0a1628"/><link rel="canonical" href="https://wealthx.au/"/><link rel="alternate" hrefLang="en-AU" href="https://wealthx.au/"/><meta property="og:type" content="website"/><meta property="og:url" content="https://wealthx.au/"/><meta property="og:title" content="WealthX | CRM for Mortgage Brokers, Advisers &amp; Accountants"/><meta property="og:description" content="WealthX is an Australian all in one client platform for mortgage brokers, financial advisers and accountants: websites, digital fact find, CRM, wealth app, retention and marketing."/><meta property="og:image" content="https://wealthx.au/og-image.png"/><meta property="og:image:width" content="1200"/><meta property="og:image:height" content="630"/><meta property="og:site_name" content="WealthX"/><meta property="og:locale" content="en_AU"/><meta name="twitter:card" content="summary_large_image"/><meta name="twitter:title" content="WealthX | CRM for Mortgage Brokers, Advisers &amp; Accountants"/><meta name="twitter:description" content="WealthX is an Australian all in one client platform for mortgage brokers, financial advisers and accountants: websites, digital fact find, CRM, wealth app, retention and marketing."/><meta name="twitter:image" content="https://wealthx.au/og-image.png"/><link rel="icon" type="image/svg+xml" href="/favicon.svg"/><link rel="icon" type="image/png" sizes="32x32" href="/favicon.png"/><link rel="apple-touch-icon" sizes="180x180" href="/apple-touch-icon.png"/><link rel="preload" href="/fonts/figtree-latin.woff2" as="font" type="font/woff2" crossorigin="anonymous"/><link rel="preconnect" href="https://www.googletagmanager.com" crossorigin="anonymous"/><link rel="modulepreload" href="/assets/manifest-460c8eec.js"/><link rel="modulepreload" href="/assets/entry.client-VLxz-Z4t.js"/><link rel="modulepreload" href="/assets/site-Cmk604YM.js"/><link rel="modulepreload" href="/assets/root-BKMxpR1P.js"/><link rel="modulepreload" href="/assets/meta-1D6gxcWn.js"/><link rel="modulepreload" href="/assets/index-BdfXTQuy.js"/><link rel="modulepreload" href="/assets/footer-DeVpGN-K.js"/><link rel="modulepreload" href="/assets/navigation-bar-DzL0gLOw.js"/><link rel="modulepreload" href="/assets/createLucideIcon-Dchnf-7_.js"/><link rel="modulepreload" href="/assets/play-Cfizs_ep.js"/><link rel="modulepreload" href="/assets/trending-up-Cq-zlMwX.js"/>
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7</head><body><noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-M645VBVX" height="0" width="0" style="display:none;visibility:hidden" title="gtm"></iframe></noscript><nav class="wealthx-navbar wealthx-navbar--with-banner"><div class="wealthx-navbar__inner"><a class="wealthx-navbar__logo" aria-label="WealthX home" href="/" data-discover="true"><img src="/images/wealthx-logo-white.svg" alt="WealthX"/></a><div class="wealthx-navbar__desktop"><div class="wealthx-navbar__links"><a href="/#platform" class="wealthx-navbar__link">Platform</a><a href="/#features" class="wealthx-navbar__link">Features</a><a class="wealthx-navbar__link" href="/pricing" data-discover="true">Pricing</a></div><div class="wealthx-navbar__actions"><a class="wealthx-navbar__signin" href="https://backoffice.wealthx.au/login">Sign in</a><a class="wealthx-navbar__cta" href="/pricing" data-discover="true">Get Started</a></div></div></div><div class="wealthx-navbar__banner"><a class="wealthx-navbar__banner-content" style="text-decoration:none;color:inherit" href="/credit-rep-reports" data-discover="true"><span class="wealthx-navbar__banner-ping"><span class="wealthx-navbar__banner-ping-outer"></span><span class="wealthx-navbar__banner-ping-inner"></span></span><p class="wealthx-navbar__banner-text"><span class="wealthx-navbar__banner-announcing">New</span> <!-- -->Aggregator Industry<!-- --> <span class="wealthx-navbar__banner-partner">Credit Rep Report</span> <span class="wealthx-navbar__banner-arrow">→</span></p></a><button type="button" class="wealthx-navbar__banner-dismiss" aria-label="Dismiss announcement"><svg width="14" height="14" viewBox="0 0 14 14" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L13 13M13 1L1 13" stroke="currentColor" stroke-width="1.5" stroke-linecap="round"></path></svg></button></div></nav><main><section class="wealthx-hero"><div class="wealthx-hero__container"><div class="wealthx-hero__badge"><span class="wealthx-hero__badge-dot"></span>Platform Overview</div><h1 class="wealthx-hero__title"><span data-slot="writing-text"><span class="writing-text__word" style="margin-right:5px">Your<!-- --> </span><span class="writing-text__word" style="margin-right:5px">Unfair<!-- --> </span><span class="writing-text__word" style="margin-right:5px">Advantage<!-- --> </span></span></h1><div><p class="wealthx-hero__subtitle">From client acquisition to long term retention, our platform empowers mortgage brokers, financial planners, and accountants to deliver unmatched service at every stage.</p></div><div><div class="wealthx-hero__audience-pills"><span class="wealthx-hero__audience-pill"><span class="wealthx-hero__pill-icon">●</span>Mortgage Brokers</span><span class="wealthx-hero__audience-pill"><span class="wealthx-hero__pill-icon">●</span>Financial Planners</span><span class="wealthx-hero__audience-pill"><span class="wealthx-hero__pill-icon">●</span>Accountants</span></div></div><div><div class="wealthx-hero__cta-group"><a href="/pricing" class="wealthx-hero__cta-primary" style="text-decoration:none;display:inline-flex;align-items:center;justify-content:center">Start Now</a><button type="button" class="wealthx-hero__cta-secondary" data-cal-link="clint-howen-a1nwdi/intro" data-cal-config="{&quot;layout&quot;:&quot;month_view&quot;,&quot;useSlotsViewOnSmallScreen&quot;:&quot;true&quot;}" data-cal-namespace="intro">Book a Demo</button></div></div><div><div class="wealthx-hero__partners"><p class="wealthx-hero__partners-label">Loved, Shared &amp; Celebrated by</p><div class="wealthx-hero__marquee"><div class="wealthx-hero__marquee-track"><span class="wealthx-hero__partner-logo"><img src="/images/9news-logo.png" alt="9 News" class="wealthx-hero__media-logo-img" loading="lazy"/></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo"><span class="wealthx-hero__media-logo-extrabold">news</span><span class="wealthx-hero__media-logo-light">.com.au</span></span></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo wealthx-hero__media-logo--stacked"><span class="wealthx-hero__media-logo-serif">Money</span><span class="wealthx-hero__media-logo-caps">Magazine</span></span></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo wealthx-hero__media-logo--stacked"><span class="wealthx-hero__media-logo-extrabold">BROKER</span><span class="wealthx-hero__media-logo-caps">Daily</span></span></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo wealthx-hero__media-logo--stacked"><span class="wealthx-hero__media-logo-bold">Money</span><span class="wealthx-hero__media-logo-caps">Management</span></span></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo"><span class="wealthx-hero__media-logo-bold">
7Adviser</span><span class="wealthx-hero__media-logo-light">Voice</span></span></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo"><span class="wealthx-hero__media-logo-black">2GB</span><span class="wealthx-hero__media-logo-caps-inline">Radio</span></span></span><span class="wealthx-hero__partner-logo"><img src="/images/9news-logo.png" alt="9 News" class="wealthx-hero__media-logo-img" loading="lazy"/></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo"><span class="wealthx-hero__media-logo-extrabold">news</span><span class="wealthx-hero__media-logo-light">.com.au</span></span></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo wealthx-hero__media-logo--stacked"><span class="wealthx-hero__media-logo-serif">Money</span><span class="wealthx-hero__media-logo-caps">Magazine</span></span></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo wealthx-hero__media-logo--stacked"><span class="wealthx-hero__media-logo-extrabold">BROKER</span><span class="wealthx-hero__media-logo-caps">Daily</span></span></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo wealthx-hero__media-logo--stacked"><span class="wealthx-hero__media-logo-bold">Money</span><span class="wealthx-hero__media-logo-caps">Management</span></span></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo"><span class="wealthx-hero__media-logo-bold">Adviser</span><span class="wealthx-hero__media-logo-light">Voice</span></span></span><span class="wealthx-hero__partner-logo"><span class="wealthx-hero__media-logo"><span class="wealthx-hero__media-logo-black">2GB</span><span class="wealthx-hero__media-logo-caps-inline">Radio</span></span></span></div></div></div></div></div></section><section class="wealthx-industry" id="platform"><div class="wealthx-industry__container"><div class="wealthx-industry__header-row"><div class="wealthx-industry__header-left"><span class="wealthx-industry__eyebrow"><span class="wealthx-industry__eyebrow-dot"></span>Built for your industry</span><h2 class="wealthx-industry__heading"><span class="wealthx-industry__heading-light">Powerful verticals.<!-- --> </span><span class="wealthx-industry__heading-accent">Seamlessly unified.</span></h2></div><p class="wealthx-industry__header-right">Three verticals, now even stronger together.</p></div><div class="wealthx-industry__body"><div class="wealthx-industry__verticals"><div class="wealthx-industry__vertical-card"><div class="wealthx-industry__vertical-top"><div class="wealthx-industry__vertical-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-house" aria-hidden="true"><path d="M15 21v-8a1 1 0 0 0-1-1h-4a1 1 0 0 0-1 1v8"></path><path d="M3 10a2 2 0 0 1 .709-1.528l7-6a2 2 0 0 1 2.582 0l7 6A2 2 0 0 1 21 10v9a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2z"></path></svg></div><span class="wealthx-industry__vertical-modules"><span class="wealthx-industry__vertical-modules-dot"></span>7 modules</span></div><h3 class="wealthx-industry__vertical-name">Mortgage Brokers</h3><div class="wealthx-industry__vertical-divider"></div><p class="wealthx-industry__vertical-tagline">From first contact to settlement, and every referral after.</p></div><div class="wealthx-industry__vertical-card"><div class="wealthx-industry__vertical-top"><div class="wealthx-industry__vertical-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-dollar-sign" aria-hidden="true"><line x1="12" x2="12" y1="2" y2="22"></line><path d="M17 5H9.5a3.5 3.5 0 0 0 0 7h5a3.5 3.5 0 0 1 0 7H6"></path></svg></div><span class="wealthx-industry__vertical-modules"><span class="wealthx-industry__vertical-modules-dot"></span>4 modules</span></div><h3 class="wealthx-industry__vertical-name">Financial Planners</h3><div class="wealthx-industry__vertical-divider"></div><p class="wealthx-industry__vertical-tagline">Deliver advice clients remember. Build relationships they return to.</p></div><div class="wealthx-industry__vertical-card"><div class="wealthx-industry__vertical-top"><div class="wealthx-industry__vertical-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-calculator" aria-hidden="true"><rect width="16" height="20" x="4" y="2" rx="2"></rect><line x1="8" x2="16" y1="6" y2="6"></line><line x1="16" x2="16" y1="14" y2="18"></line><path d="M16 10h.01"></path><path d="M12 10h.01"></path><path d="M8 10h.01"></path><path d="M12 14h.01"></path><path d="M8 14h.01"></path><path d="M12 18h.01"></path><path d="M8 18h.01"></path></svg></div><span class="wealthx-industry__vertical-modules"><span class="wealthx-industry__vertical-modules-dot"></span>4 modules</span></div><h3 class="wealthx-industry__vertical-name">Accountants</h3><div class="wealthx-industry__vertical-divider"></div><p class="wealthx-industry__vertical-tagline">Modernise your practice. Retain your best clients.</p></div></div><div class="wealthx-industry__video-card"><div class="wealthx-industry__video-area"><video class="wealthx-industry__video-player" controls="" preload="metadata" playsInl
7ine="" poster="/images/posters/industry-poster.jpg"><source src="/videos/sarah-wealthx-first-home-buyer.mp4" type="video/mp4"/></video></div><div class="wealthx-industry__video-content"><span class="wealthx-industry__video-eyebrow">The Outcome</span><h3 class="wealthx-industry__video-headline"><span class="wealthx-industry__video-headline-dark">Great service isn&#x27;t a moment.<!-- --> </span><span class="wealthx-industry__video-headline-accent">It&#x27;s a lasting relationship.</span></h3><div class="wealthx-industry__video-divider"></div><p class="wealthx-industry__video-body">When your verticals work together, your clients feel it: faster responses, seamless transitions, and a platform that keeps them engaged for life.</p><div class="wealthx-industry__video-tags"><span class="wealthx-industry__video-tag">WealthX AI</span><span class="wealthx-industry__video-tag">CRM Kanban</span><span class="wealthx-industry__video-tag">Wealth App</span><span class="wealthx-industry__video-tag">EDM Marketing</span><span class="wealthx-industry__video-tag">Retention Engine</span></div></div></div></div></div></section><section class="wealthx-media-coverage"><div class="wealthx-media-coverage__outer"><div class="wealthx-media-coverage__card"><div class="wealthx-media-coverage__grid"><div class="wealthx-media-coverage__text"><div class="wealthx-media-coverage__badge"><span class="wealthx-media-coverage__badge-dot"></span><span class="wealthx-media-coverage__badge-label">Industry Recognition</span></div><h2 class="wealthx-media-coverage__heading"><span class="wealthx-media-coverage__heading-light">Industry Leading<!-- --> </span><span class="wealthx-media-coverage__heading-accent">Experiences</span></h2><p class="wealthx-media-coverage__description">WealthX was showcased on 9 News by finance expert Effi Zahos, highlighting how our platform is transforming the way mortgage brokers, financial planners, and accountants serve their clients.</p><div class="wealthx-media-coverage__expert"><div class="wealthx-media-coverage__expert-row"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-play wealthx-media-coverage__expert-icon" aria-hidden="true"><path d="M5 5a2 2 0 0 1 3.008-1.728l11.997 6.998a2 2 0 0 1 .003 3.458l-12 7A2 2 0 0 1 5 19z"></path></svg><div class="wealthx-media-coverage__expert-text"><p class="wealthx-media-coverage__expert-title">Featured Expert</p><p class="wealthx-media-coverage__expert-name">Effi Zahos • 9 News Finance Expert</p></div></div></div></div><div class="wealthx-media-coverage__video-col"><div class="wealthx-media-coverage__video-wrapper"><video class="wealthx-media-coverage__video-player" controls="" preload="metadata" playsInline="" poster="/images/posters/9news-poster.jpg"><source src="/videos/wealthx-9news-coverage.mp4" type="video/mp4"/></video></div></div></div><div class="wealthx-media-coverage__section-divider"></div><div class="wealthx-media-coverage__referral-grid"><div class="wealthx-media-coverage__referral-copy"><div class="wealthx-media-coverage__referral-copy-top"><span class="wealthx-media-coverage__referral-badge"><svg xmlns="http://www.w3.org/2000/svg" width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-refresh-cw wealthx-media-coverage__referral-badge-icon" aria-hidden="true"><path d="M3 12a9 9 0 0 1 9-9 9.75 9.75 0 0 1 6.74 2.74L21 8"></path><path d="M21 3v5h-5"></path><path d="M21 12a9 9 0 0 1-9 9 9.75 9.75 0 0 1-6.74-2.74L3 16"></path><path d="M8 16H3v5"></path></svg>WEALTH APP REFERRAL ENGINE</span><h2 class="wealthx-media-coverage__referral-headline">Turn Every Client Into a<!-- --> <span class="wealthx-media-coverage__referral-highlight">$0</span> <!-- -->Growth Channel</h2></div><div class="wealthx-media-coverage__referral-stats-group"><p class="wealthx-media-coverage__referral-proof-title">RESULTS SEEN BY GOOD REFERRAL SYSTEMS</p><div class="wealthx-media-coverage__referral-stats"><div class="wealthx-media-coverage__referral-stat-card"><span class="wealthx-media-coverage__referral-stat-value">$0</span><span class="wealthx-media-coverage__referral-stat-label">Acquisition Cost</span></div><div class="wealthx-media-coverage__referral-stat-card"><span class="wealthx-media-coverage__referral-stat-value">3.2x</span><span class="wealthx-media-coverage__referral-stat-label">More Referrals</span></div><div class="wealthx-media-coverage__referral-stat-card"><span class="wealthx-media-coverage__referral-stat-value">92%</span><span class="wealthx-media-coverage__referral-stat-label">Acquisition Percentage</span></div></div></div><div class="wealthx-media-coverage__referral-proof"><p class="wealthx-media-coverage__referral-proof-title">REFERRAL SYSTEMS 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7(#re-pulse-glow)"><animate attributeName="stroke-dashoffset" values="100;100;83;75;75;75;58;50;50;50;33;25;25;25;8;0;0" keyTimes="0;0.0125;0.0708;0.0833;0.25;0.2625;0.3208;0.3333;0.5;0.5125;0.5708;0.5833;0.75;0.7625;0.8208;0.8333;1" dur="12s" repeatCount="indefinite" calcMode="linear"></animate><animate attributeName="stroke-dasharray" values="0 100;8 92;8 92;0 100;0 100;8 92;8 92;0 100;0 100;8 92;8 92;0 100;0 100;8 92;8 92;0 100;0 100" keyTimes="0;0.0125;0.0708;0.0833;0.25;0.2625;0.3208;0.3333;0.5;0.5125;0.5708;0.5833;0.75;0.7625;0.8208;0.8333;1" dur="12s" repeatCount="indefinite" calcMode="linear"></animate></path><path d="M 160 15 A 145 145 0 0 1 305 160 A 145 145 0 0 1 160 305 A 145 145 0 0 1 15 160 A 145 145 0 0 1 160 15" pathLength="100" fill="none" stroke="#33FF99" stroke-width="1.5" stroke-dasharray="0 100" stroke-dashoffset="100" stroke-linecap="round" opacity="0.9"><animate attributeName="stroke-dashoffset" values="100;100;83;75;75;75;58;50;50;50;33;25;25;25;8;0;0" keyTimes="0;0.0125;0.0708;0.0833;0.25;0.2625;0.3208;0.3333;0.5;0.5125;0.5708;0.5833;0.75;0.7625;0.8208;0.8333;1" dur="12s" repeatCount="indefinite" calcMode="linear"></animate><animate attributeName="stroke-dasharray" values="0 100;8 92;8 92;0 100;0 100;8 92;8 92;0 100;0 100;8 92;8 92;0 100;0 100;8 92;8 92;0 100;0 100" keyTimes="0;0.0125;0.0708;0.0833;0.25;0.2625;0.3208;0.3333;0.5;0.5125;0.5708;0.5833;0.75;0.7625;0.8208;0.8333;1" dur="12s" repeatCount="indefinite" calcMode="linear"></animate></path></g></svg><div class="wealthx-media-coverage__referral-centre-node"><span class="wealthx-media-coverage__referral-centre-w">W</span><span class="wealthx-media-coverage__referral-centre-label">Engine</span></div><div class="wealthx-media-coverage__referral-orbital wealthx-media-coverage__referral-orbital--top"><div class="wealthx-media-coverage__referral-orbital-icon"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-user-plus" aria-hidden="true"><path d="M16 21v-2a4 4 0 0 0-4-4H6a4 4 0 0 0-4 4v2"></path><circle cx="9" cy="7" r="4"></circle><line x1="19" x2="19" y1="8" y2="14"></line><line x1="22" x2="16" y1="11" y2="11"></line></svg></div><span class="wealthx-media-coverage__referral-orbital-label">New
8Client</span></div><div class="wealthx-media-coverage__referral-orbital wealthx-media-coverage__referral-orbital--right"><div class="wealthx-media-coverage__referral-orbital-icon"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-star" aria-hidden="true"><path d="M11.525 2.295a.53.53 0 0 1 .95 0l2.31 4.679a2.123 2.123 0 0 0 1.595 1.16l5.166.756a.53.53 0 0 1 .294.904l-3.736 3.638a2.123 2.123 0 0 0-.611 1.878l.882 5.14a.53.53 0 0 1-.771.56l-4.618-2.428a2.122 2.122 0 0 0-1.973 0L6.396 21.01a.53.53 0 0 1-.77-.56l.881-5.139a2.122 2.122 0 0 0-.611-1.879L2.16 9.795a.53.53 0 0 1 .294-.906l5.165-.755a2.122 2.122 0 0 0 1.597-1.16z"></path></svg></div><span class="wealthx-media-coverage__referral-orbital-label">5-Star
9Experience</span></div><div class="wealthx-media-coverage__referral-orbital wealthx-media-coverage__referral-orbital--bottom"><div class="wealthx-media-coverage__referral-orbital-icon"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-share2 lucide-share-2" aria-hidden="true"><circle cx="18" cy="5" r="3"></circle><circle cx="6" cy="12" r="3"></circle><circle cx="18" cy="19" r="3"></circle><line x1="8.59" x2="15.42" y1="13.51" y2="17.49"></line><line x1="15.41" x2="8.59" y1="6.51" y2="10.49"></line></svg></div><span class="wealthx-media-coverage__referral-orbital-label">Refer
10Friends</span></div><div class="wealthx-media-coverage__referral-orbital wealthx-media-coverage__referral-orbital--left"><div class="wealthx-media-coverage__referral-orbital-icon"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-rotate-ccw" aria-hidden="true"><path d="M3 12a9 9 0 1 0 9-9 9.75 9.75 0 0 0-6.74 2.74L3 8"></path><path d="M3 3v5h5"></path></svg></div><span class="wealthx-media-coverage__referral-orbital-label">Repeat
11Cycle</span></div><div class="wealthx-media-coverage__referral-loop-badge"><span class="wealthx-media-coverage__referral-loop-dot"></span>Self-Reinforcing Viral Loop</div></div></div></div></div></div></section><section class="wealthx-everything" id="products"><div class="wealthx-everything__sticky"><div class="wealthx-everything__glow"></div><div class="wealthx-everything__content"><div class="wealthx-everything__heading-wrap" style="opacity:0;transform:translateY(40px) scale(0.5)"><img src="/images/x-everything.svg" alt="X Everything" class="wealthx-everything__heading-svg" loading="lazy"/></div><p class="wealthx-everything__subtitle" style="opacity:0;transform:translateY(20px)">One platform. Seven modules. Everything you need to attract, settle, and retain more clients.</p><div class="wealthx-everything__pills"><div class="wealthx-everything__pill" style="opacity:0;transform:translateY(40px) scale(0.85)"><div class="wealthx-everything__pill-header"><span class="wealthx-everything__pill-accent">X</span><span class="wealthx-everything__pill-suffix"> Websites</span></div><div class="wealthx-everything__pill-tags"><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Brokers</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--inactive"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--inactive"></span>Planners</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--inactive"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--inactive"></span>Accountants</span></div></div><div class="wealthx-everything__pill" style="opacity:0;transform:translateY(40px) scale(0.85)"><div class="wealthx-everything__pill-header"><span class="wealthx-everything__pill-accent">X</span><span class="wealthx-everything__pill-suffix"> Fact Find</span></div><div class="wealthx-everything__pill-tags"><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Brokers</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--inactive"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--inactive"></span>Planners</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--inactive"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--inactive"></span>Accountants</span></div></div><div class="wealthx-everything__pill" style="opacity:0;transform:translateY(40px) scale(0.85)"><div class="wealthx-everything__pill-header"><span class="wealthx-everything__pill-accent">X</span><span class="wealthx-everything__pill-suffix"> CRM</span></div><div class="wealthx-everything__pill-tags"><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Brokers</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Planners</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Accountants</span></div></div><div class="wealthx-everything__pill" style="opacity:0;transform:translateY(40px) scale(0.85)"><div class="wealthx-everything__pill-header"><span class="wealthx-everything__pill-accent">X</span><span class="wealthx-everything__pill-suffix"> Retention</span></div><div class="wealthx-everything__pill-tags"><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Brokers</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Planners</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Accountants</span></div></div><div class="wealthx-everything__pill" style="opacity:0;transform:translateY(40px) scale(0.85)"><div class="wealthx-everything__pill-header"><span class="wealthx-everything__pill-accent">X</span><span class="wealthx-everything__pill-suffix"> Marketing</span></div><div class="wealthx-everything__pill-tags"><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Brokers</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Planners</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Accountants</span></div></div><div class="wealthx-everything__pill" style="opacity:0;transform:translateY(40px) scale(0.85)"><div class="wealthx-everything__pill-header"><span class="wealthx-everything__pill-accent">X</span><span class="wealthx-everything__pill-suffix"> AI</span></div><div class="wealthx-everything__pill-tags"><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--active"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--active"></span>Brokers</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--inactive"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--inactive"></span>Planners</span><span class="wealthx-everything__pill-tag wealthx-everything__pill-tag--inactive"><span class="wealthx-everything__pill-tag-dot wealthx-everything__pill-tag-dot--inactive"></span>Accountants</span></div></div></div></div></div></section><section class="wealthx-grow" id="features"><div class="wealthx-grow__blur wealthx-grow__blur--top-right"></div><div class="wealthx-grow__blur wealthx-grow__blur--left"></div><div class="wealthx-grow__container"><div class="wealthx-grow__header"><div class="wealthx-grow__badge"><span class="wealthx-grow__badge-dot"></span>PLATFORM OVERVIEW</div><h2 class="wealthx-grow__heading"><span class="wealthx-grow__heading-light">Everything You Need to<!-- --> </span><span class="wealthx-grow__heading-green">Grow</span></h2><p class="wealthx-grow__subtitle">Seven powerful modules designed for mortgage brokers, financial planners, and accountants. We tailor the platform to match how you work.</p></div><div class="wealthx-grow__desktop"><nav class="wealthx-grow__sidebar"><button type="button" class="wealthx-grow__nav-item wealthx-grow__nav-item--active "><div class="wealthx-grow__nav-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-globe" aria-hidden="true"><circle cx="12" cy="12" r="10"></circle><path d="M12 2a14.5 14.5 0 0 0 0 20 14.5 14.5 0 0 0 0-20"></path><path d="M2 12h20"></path></svg></div><div class="wealthx-grow__nav-content"><div class="wealthx-grow__nav-title-row"><span class="wealthx-grow__nav-title">Website Templates</span></div><p class="wealthx-grow__nav-desc">Create a stunning online presence with our professionally designed template website templates, built specifically for wealth management professionals to attract and convert more clients.</p></div></button><button type="button" class="wealthx-grow__nav-item  "><div class="wealthx-grow__nav-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-file-text" aria-hidden="true"><path d="M6 22a2 2 0 0 1-2-2V4a2 2 0 0 1 2-2h8a2.4 2.4 0 0 1 1.704.706l3.588 3.588A2.4 2.4 0 0 1 20 8v12a2 2 0 0 1-2 2z"></path><path d="M14 2v5a1 1 0 0 0 1 1h5"></path><path d="M10 9H8"></path><path d="M16 13H8"></path><path d="M16 17H8"></path></svg></div><div class="wealthx-grow__nav-content"><div class="wealthx-grow__nav-title-row"><span class="wealthx-grow__nav-title">Digital Fact Find</span></div></div></button><button type="button" class="wealthx-grow__nav-item  "><div class="wealthx-grow__nav-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-layout-dashboard" aria-hidden="true"><rect width="7" height="9" x="3" y="3" rx="1"></rect><rect width="7" height="5" x="14" y="3" rx="1"></rect><rect width="7" height="9" x="14" y="12" rx="1"></rect><rect width="7" height="5" x="3" y="16" rx="1"></rect></svg></div><div class="wealthx-grow__nav-content"><div class="wealthx-grow__nav-title-row"><span class="wealthx-grow__nav-title">CRM Kanban</span></div></div></button><button type="button" class="wealthx-grow__nav-item  "><div class="wealthx-grow__nav-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-smartphone" aria-hidden="true"><rect width="14" height="20" x="5" y="2" rx="2" ry="2"></rect><path d="M12 18h.01"></path></svg></div><div class="wealthx-grow__nav-content"><div class="wealthx-grow__nav-title-row"><span class="wealthx-grow__nav-title">
11Client Facing Wealth App</span></div></div></button><button type="button" class="wealthx-grow__nav-item  "><div class="wealthx-grow__nav-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-refresh-ccw" aria-hidden="true"><path d="M21 12a9 9 0 0 0-9-9 9.75 9.75 0 0 0-6.74 2.74L3 8"></path><path d="M3 3v5h5"></path><path d="M3 12a9 9 0 0 0 9 9 9.75 9.75 0 0 0 6.74-2.74L21 16"></path><path d="M16 16h5v5"></path></svg></div><div class="wealthx-grow__nav-content"><div class="wealthx-grow__nav-title-row"><span class="wealthx-grow__nav-title">Retention</span></div></div></button><button type="button" class="wealthx-grow__nav-item  "><div class="wealthx-grow__nav-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-sparkles" aria-hidden="true"><path d="M11.017 2.814a1 1 0 0 1 1.966 0l1.051 5.558a2 2 0 0 0 1.594 1.594l5.558 1.051a1 1 0 0 1 0 1.966l-5.558 1.051a2 2 0 0 0-1.594 1.594l-1.051 5.558a1 1 0 0 1-1.966 0l-1.051-5.558a2 2 0 0 0-1.594-1.594l-5.558-1.051a1 1 0 0 1 0-1.966l5.558-1.051a2 2 0 0 0 1.594-1.594z"></path><path d="M20 2v4"></path><path d="M22 4h-4"></path><circle cx="4" cy="20" r="2"></circle></svg></div><div class="wealthx-grow__nav-content"><div class="wealthx-grow__nav-title-row"><span class="wealthx-grow__nav-title">WealthX AI</span><span class="wealthx-grow__soon-badge">Soon</span></div></div></button><button type="button" class="wealthx-grow__nav-item  "><div class="wealthx-grow__nav-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-mail" aria-hidden="true"><path d="m22 7-8.991 5.727a2 2 0 0 1-2.009 0L2 7"></path><rect x="2" y="4" width="20" height="16" rx="2"></rect></svg></div><div class="wealthx-grow__nav-content"><div class="wealthx-grow__nav-title-row"><span class="wealthx-grow__nav-title">EDM Marketing</span></div></div></button></nav><div class="wealthx-grow__content-area"><div class="wealthx-grow__feature-card wealthx-grow__feature-card--active"><div class="wealthx-grow__card-stack wealthx-grow__card-shell--idle"><div class="wealthx-grow__card-back"></div><div class="wealthx-grow__card"><div class="wealthx-grow__card-header"><div class="wealthx-grow__card-header-top"><span class="wealthx-grow__card-number">01</span></div><h3 class="wealthx-grow__card-title">Website Templates</h3><div class="wealthx-grow__card-availability"><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Brokers</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--unavailable"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--inactive"></span>Financial Planners</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--unavailable"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--inactive"></span>Accountants</span></div></div><div class="wealthx-grow__card-body"><p class="wealthx-grow__card-description wealthx-grow__content-animate" style="animation-delay:0ms">Create a stunning online presence with our professionally designed template website templates, built specifically for wealth management professionals to attract and convert more clients.</p><ul class="wealthx-grow__subfeatures"><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:180ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-panels-top-left" aria-hidden="true"><rect width="18" height="18" x="3" y="3" rx="2"></rect><path d="M3 9h18"></path><path d="M9 21V9"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Professional Templates</div><div class="wealthx-grow__subfeature-desc">Choose from professional templates to give you a winning advantage.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:345ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-palette" aria-hidden="true"><path d="M12 22a1 1 0 0 1 0-20 10 9 0 0 1 10 9 5 5 0 0 1-5 5h-2.25a1.75 1.75 0 0 0-1.4 2.8l.3.4a1.75 1.75 0 0 1-1.4 2.8z"></path><circle cx="13.5" cy="6.5" r=".5" fill="currentColor"></circle><circle cx="17.5" cy="10.5" r=".5" fill="currentColor"></circle><circle cx="6.5" cy="12.5" r=".5" fill="currentColor"></circle><circle cx="8.5" cy="7.5" r=".5" fill="currentColor"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Brand Customisation</div><div class="wealthx-grow__subfeature-desc">Adjust logos, images, copy and colours to match your brand identity.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:510ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-zap" aria-hidden="true"><path d="M4 14a1 1 0 0 1-.78-1.63l9.9-10.2a.5.5 0 0 1 .86.46l-1.92 6.02A1 1 0 0 0 13 10h7a1 1 0 0 1 .78 1.63l-9.9 10.2a.5.5 0 0 1-.86-.46l1.92-6.02A1 1 0 0 0 11 14z"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Quick Setup</div><div class="wealthx-grow__subfeature-desc">Get your website up in minutes with our easy setup wizard.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:675ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-monitor-smartphone" aria-hidden="true"><path d="M18 8V6a2 2 0 0 0-2-2H4a2 2 0 0 0-2 2v7a2 2 0 0 0 2 2h8"></path><path d="M10 19v-3.96 3.15"></path><path d="M7 19h5"></path><rect width="6" height="10" x="16" y="12" rx="2"></rect></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Mobile Responsive</div><div class="wealthx-grow__subfeature-desc">All templates are fully responsive and look great on any device.</div></div></li></ul><div class="wealthx-grow__highlights wealthx-grow__content-animate" style="animation-delay:960ms"><div class="wealthx-grow__highlights-title">Key Highlights</div><div class="wealthx-grow__highlights-list"><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Integrated contact forms and lead capture</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Website rate calculators (coming)</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Client facing AI chat assistant</span></div></div></div></div></div></div>
11<div class="wealthx-grow__feature-card wealthx-grow__feature-card--inactive"><div class="wealthx-grow__card-stack wealthx-grow__card-shell--idle"><div class="wealthx-grow__card-back"></div><div class="wealthx-grow__card"><div class="wealthx-grow__card-header"><div class="wealthx-grow__card-header-top"><span class="wealthx-grow__card-number">02</span></div><h3 class="wealthx-grow__card-title">Digital Fact Find</h3><div class="wealthx-grow__card-availability"><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Brokers</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--unavailable"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--inactive"></span>Financial Planners</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--unavailable"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--inactive"></span>Accountants</span></div></div><div class="wealthx-grow__card-body"><p class="wealthx-grow__card-description wealthx-grow__content-animate" style="animation-delay:0ms">Streamline your client onboarding with digital fact-finding forms that auto-validate, track completion time, and securely store all client data.</p><ul class="wealthx-grow__subfeatures"><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:180ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-clipboard-list" aria-hidden="true"><rect width="8" height="4" x="8" y="2" rx="1" ry="1"></rect><path d="M16 4h2a2 2 0 0 1 2 2v14a2 2 0 0 1-2 2H6a2 2 0 0 1-2-2V6a2 2 0 0 1 2-2h2"></path><path d="M12 11h4"></path><path d="M12 16h4"></path><path d="M8 11h.01"></path><path d="M8 16h.01"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Smart Questionnaires</div><div class="wealthx-grow__subfeature-desc">Dynamic forms that adapt based on client responses.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:345ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-circle-check" aria-hidden="true"><circle cx="12" cy="12" r="10"></circle><path d="m9 12 2 2 4-4"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Auto-Validation</div><div class="wealthx-grow__subfeature-desc">Real-time validation catches errors before submission.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:510ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-clock" aria-hidden="true"><circle cx="12" cy="12" r="10"></circle><path d="M12 6v6l4 2"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Time Tracking</div><div class="wealthx-grow__subfeature-desc">Track how long each section takes to identify bottlenecks.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:675ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-shield" aria-hidden="true"><path d="M20 13c0 5-3.5 7.5-7.66 8.95a1 1 0 0 1-.67-.01C7.5 20.5 4 18 4 13V6a1 1 0 0 1 1-1c2 0 4.5-1.2 6.24-2.72a1.17 1.17 0 0 1 1.52 0C14.51 3.81 17 5 19 5a1 1 0 0 1 1 1z"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Secure Storage</div><div class="wealthx-grow__subfeature-desc">Bank-grade encryption for all sensitive client data.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:840ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-users" aria-hidden="true"><path d="M16 21v-2a4 4 0 0 0-4-4H6a4 4 0 0 0-4 4v2"></path><path d="M16 3.128a4 4 0 0 1 0 7.744"></path><path d="M22 21v-2a4 4 0 0 0-3-3.87"></path><circle cx="9" cy="7" r="4"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">
11Client Portal</div><div class="wealthx-grow__subfeature-desc">Clients can complete forms at their own pace online.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:1005ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chart-column" aria-hidden="true"><path d="M3 3v16a2 2 0 0 0 2 2h16"></path><path d="M18 17V9"></path><path d="M13 17V5"></path><path d="M8 17v-3"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Analytics Dashboard</div><div class="wealthx-grow__subfeature-desc">Track completion rates and identify drop-off points.</div></div></li></ul><div class="wealthx-grow__highlights wealthx-grow__content-animate" style="animation-delay:960ms"><div class="wealthx-grow__highlights-title">Key Highlights</div><div class="wealthx-grow__highlights-list"><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Pre-populated from existing data</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Multi-step progress tracking</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Automated follow-up reminders</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Export to PDF and CRM</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Custom branding options</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Compliance audit trail</span></div></div></div></div></div></div><div class="wealthx-grow__feature-card wealthx-grow__feature-card--inactive"><div class="wealthx-grow__card-stack wealthx-grow__card-shell--idle"><div class="wealthx-grow__card-back"></div><div class="wealthx-grow__card"><div class="wealthx-grow__card-header"><div class="wealthx-grow__card-header-top"><span class="wealthx-grow__card-number">03</span></div><h3 class="wealthx-grow__card-title">CRM Kanban</h3><div class="wealthx-grow__card-availability"><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Brokers</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Financial Planners</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Accountants</span></div></div><div class="wealthx-grow__card-body"><p class="wealthx-grow__card-description wealthx-grow__content-animate" style="animation-delay:0ms">Manage your client relationships with a visual Kanban-style CRM designed specifically for financial professionals.</p><ul class="wealthx-grow__subfeatures"><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:180ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chart-column" aria-hidden="true"><path d="M3 3v16a2 2 0 0 0 2 2h16"></path><path d="M18 17V9"></path><path d="M13 17V5"></path><path d="M8 17v-3"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Pipeline Management</div><div class="wealthx-grow__subfeature-desc">Visual pipeline boards for every stage of the client journey.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:345ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-users" aria-hidden="true"><path d="M16 21v-2a4 4 0 0 0-4-4H6a4 4 0 0 0-4 4v2"></path><path d="M16 3.128a4 4 0 0 1 0 7.744"></path><path d="M22 21v-2a4 4 0 0 0-3-3.87"></path><circle cx="9" cy="7" r="4"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Contact Management</div><div class="wealthx-grow__subfeature-desc">Centralised contact database with full interaction history.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:510ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-workflow" aria-hidden="true"><rect width="8" height="8" x="3" y="3" rx="2"></rect><path d="M7 11v4a2 2 0 0 0 2 2h4"></path><rect width="8" height="8" x="13" y="13" rx="2"></rect></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Workflow Automation</div><div class="wealthx-grow__subfeature-desc">
11Automate repetitive tasks and follow-ups.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:675ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-timer" aria-hidden="true"><line x1="10" x2="14" y1="2" y2="2"></line><line x1="12" x2="15" y1="14" y2="11"></line><circle cx="12" cy="14" r="8"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Activity Tracking</div><div class="wealthx-grow__subfeature-desc">Log calls, emails, and meetings with one click.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:840ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-target" aria-hidden="true"><circle cx="12" cy="12" r="10"></circle><circle cx="12" cy="12" r="6"></circle><circle cx="12" cy="12" r="2"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Deal Tracking</div><div class="wealthx-grow__subfeature-desc">Track deals from lead to settlement with real-time updates.</div></div></li></ul><div class="wealthx-grow__highlights wealthx-grow__content-animate" style="animation-delay:960ms"><div class="wealthx-grow__highlights-title">Key Highlights</div><div class="wealthx-grow__highlights-list"><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Drag-and-drop Kanban boards</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Automated task assignments</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Email integration</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Custom pipeline stages</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Revenue forecasting</span></div></div></div></div></div></div><div class="wealthx-grow__feature-card wealthx-grow__feature-card--inactive"><div class="wealthx-grow__card-stack wealthx-grow__card-shell--idle"><div class="wealthx-grow__card-back"></div><div class="wealthx-grow__card"><div class="wealthx-grow__card-header"><div class="wealthx-grow__card-header-top"><span class="wealthx-grow__card-number">04</span></div><h3 class="wealthx-grow__card-title">Client Facing Wealth App</h3><div class="wealthx-grow__card-availability"><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Brokers</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Financial Planners</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Accountants</span></div></div><div class="wealthx-grow__card-body"><p class="wealthx-grow__card-description wealthx-grow__content-animate" style="animation-delay:0ms">Give your clients a branded mobile experience that keeps them engaged and informed about their financial journey.</p><ul class="wealthx-grow__subfeatures"><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:180ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-smartphone" aria-hidden="true"><rect width="14" height="20" x="5" y="2" rx="2" ry="2"></rect><path d="M12 18h.01"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Branded Mobile App</div><div class="wealthx-grow__subfeature-desc">Your brand, your app, fully white labelled.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:345ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-arrow-up-right" aria-hidden="true"><path d="M7 7h10v10"></path><path d="M7 17 17 7"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Portfolio Tracking</div><div class="wealthx-grow__subfeature-desc">Clients can track their portfolio performance in real-time.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:510ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-heart" aria-hidden="true"><path d="M2 9.5a5.5 5.5 0 0 1 9.591-3.676.56.56 0 0 0 .818 0A5.49 5.49 0 0 1 22 9.5c0 2.29-1.5 4-3 5.5l-5.492 5.313a2 2 0 0 1-3 .019L5 15c-1.5-1.5-3-3.2-3-5.5"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">
11Client Engagement</div><div class="wealthx-grow__subfeature-desc">Push notifications and in-app messaging.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:675ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-sparkles" aria-hidden="true"><path d="M11.017 2.814a1 1 0 0 1 1.966 0l1.051 5.558a2 2 0 0 0 1.594 1.594l5.558 1.051a1 1 0 0 1 0 1.966l-5.558 1.051a2 2 0 0 0-1.594 1.594l-1.051 5.558a1 1 0 0 1-1.966 0l-1.051-5.558a2 2 0 0 0-1.594-1.594l-5.558-1.051a1 1 0 0 1 0-1.966l5.558-1.051a2 2 0 0 0 1.594-1.594z"></path><path d="M20 2v4"></path><path d="M22 4h-4"></path><circle cx="4" cy="20" r="2"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">AI Insights</div><div class="wealthx-grow__subfeature-desc">AI-powered financial insights personalised for each client.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:840ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-users" aria-hidden="true"><path d="M16 21v-2a4 4 0 0 0-4-4H6a4 4 0 0 0-4 4v2"></path><path d="M16 3.128a4 4 0 0 1 0 7.744"></path><path d="M22 21v-2a4 4 0 0 0-3-3.87"></path><circle cx="9" cy="7" r="4"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Family Groups</div><div class="wealthx-grow__subfeature-desc">Family group accounts for household financial planning.</div></div></li></ul><div class="wealthx-grow__highlights wealthx-grow__content-animate" style="animation-delay:960ms"><div class="wealthx-grow__highlights-title">Key Highlights</div><div class="wealthx-grow__highlights-list"><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>White-label branding</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Real-time notifications</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Secure document sharing</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Financial goal tracking</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Appointment booking</span></div></div></div></div></div></div><div class="wealthx-grow__feature-card wealthx-grow__feature-card--inactive"><div class="wealthx-grow__card-stack wealthx-grow__card-shell--idle"><div class="wealthx-grow__card-back"></div><div class="wealthx-grow__card"><div class="wealthx-grow__card-header"><div class="wealthx-grow__card-header-top"><span class="wealthx-grow__card-number">05</span></div><h3 class="wealthx-grow__card-title">Retention</h3><div class="wealthx-grow__card-availability"><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Brokers</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Financial Planners</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Accountants</span></div></div><div class="wealthx-grow__card-body"><p class="wealthx-grow__card-description wealthx-grow__content-animate" style="animation-delay:0ms">Proactively retain clients with health scoring, churn prediction, and automated re-engagement campaigns.</p><ul class="wealthx-grow__subfeatures"><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:180ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-users" aria-hidden="true"><path d="M16 21v-2a4 4 0 0 0-4-4H6a4 4 0 0 0-4 4v2"></path><path d="M16 3.128a4 4 0 0 1 0 7.744"></path><path d="M22 21v-2a4 4 0 0 0-3-3.87"></path><circle cx="9" cy="7" r="4"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">
11Client Health Scores</div><div class="wealthx-grow__subfeature-desc">Track engagement levels and satisfaction metrics.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:345ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-triangle-alert" aria-hidden="true"><path d="m21.73 18-8-14a2 2 0 0 0-3.48 0l-8 14A2 2 0 0 0 4 21h16a2 2 0 0 0 1.73-3"></path><path d="M12 9v4"></path><path d="M12 17h.01"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Churn Prediction</div><div class="wealthx-grow__subfeature-desc">AI identifies clients at risk of leaving before they do.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:510ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-percent" aria-hidden="true"><line x1="19" x2="5" y1="5" y2="19"></line><circle cx="6.5" cy="6.5" r="2.5"></circle><circle cx="17.5" cy="17.5" r="2.5"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Rate Monitoring</div><div class="wealthx-grow__subfeature-desc">Monitor rate changes and alert clients to better deals.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:675ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-target" aria-hidden="true"><circle cx="12" cy="12" r="10"></circle><circle cx="12" cy="12" r="6"></circle><circle cx="12" cy="12" r="2"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Re-engagement Campaigns</div><div class="wealthx-grow__subfeature-desc">Automated campaigns to re-engage dormant clients.</div></div></li></ul><div class="wealthx-grow__highlights wealthx-grow__content-animate" style="animation-delay:960ms"><div class="wealthx-grow__highlights-title">Key Highlights</div><div class="wealthx-grow__highlights-list"><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Automated health scoring</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Predictive analytics</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Rate alert system</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Campaign templates</span></div></div></div></div></div></div><div class="wealthx-grow__feature-card wealthx-grow__feature-card--inactive"><div class="wealthx-grow__card-stack wealthx-grow__card-shell--idle"><div class="wealthx-grow__card-back"></div><div class="wealthx-grow__card"><div class="wealthx-grow__card-header"><div class="wealthx-grow__card-header-top"><span class="wealthx-grow__card-number">06</span><span class="wealthx-grow__card-coming-soon">Coming Soon</span></div><h3 class="wealthx-grow__card-title">WealthX AI</h3><div class="wealthx-grow__card-availability"><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Brokers</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--unavailable"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--inactive"></span>Financial Planners</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--unavailable"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--inactive"></span>Accountants</span></div></div><div class="wealthx-grow__card-body"><p class="wealthx-grow__card-description wealthx-grow__content-animate" style="animation-delay:0ms">Harness the power of artificial intelligence to automate workflows, generate insights, and deliver personalised client experiences at scale.</p><ul class="wealthx-grow__subfeatures"><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:180ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-brain-circuit" aria-hidden="true"><path d="M12 5a3 3 0 1 0-5.997.125 4 4 0 0 0-2.526 5.77 4 4 0 0 0 .556 6.588A4 4 0 1 0 12 18Z"></path><path d="M9 13a4.5 4.5 0 0 0 3-4"></path><path d="M6.003 5.125A3 3 0 0 0 6.401 6.5"></path><path d="M3.477 10.896a4 4 0 0 1 .585-.396"></path><path d="M6 18a4 4 0 0 1-1.967-.516"></path><path d="M12 13h4"></path><path d="M12 18h6a2 2 0 0 1 2 2v1"></path><path d="M12 8h8"></path><path d="M16 8V5a2 2 0 0 1 2-2"></path><circle cx="16" cy="13" r=".5"></circle><circle cx="18" cy="3" r=".5"></circle><circle cx="20" cy="21" r=".5"></circle><circle cx="20" cy="8" r=".5"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Intelligent Automation</div><div class="wealthx-grow__subfeature-desc">Automate document processing, data entry, and routine tasks.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:345ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-bot" aria-hidden="true"><path d="M12 8V4H8"></path><rect width="16" height="12" x="4" y="8" rx="2"></rect><path d="M2 14h2"></path><path d="M20 14h2"></path><path d="M15 13v2"></path><path d="M9 13v2"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">AI Assistant</div><div class="wealthx-grow__subfeature-desc">AI-powered assistant for client queries and internal support.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:510ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-message-square" aria-hidden="true"><path d="M22 17a2 2 0 0 1-2 2H6.828a2 2 0 0 0-1.414.586l-2.202 2.202A.71.71 0 0 1 2 21.286V5a2 2 0 0 1 2-2h16a2 2 0 0 1 2 2z"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Smart Communication</div><div class="wealthx-grow__subfeature-desc">
11Generate personalised emails, reports, and recommendations.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:675ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-lightbulb" aria-hidden="true"><path d="M15 14c.2-1 .7-1.7 1.5-2.5 1-.9 1.5-2.2 1.5-3.5A6 6 0 0 0 6 8c0 1 .2 2.2 1.5 3.5.7.7 1.3 1.5 1.5 2.5"></path><path d="M9 18h6"></path><path d="M10 22h4"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Actionable Insights</div><div class="wealthx-grow__subfeature-desc">Surface opportunities and risks from your client data.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:840ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-target" aria-hidden="true"><circle cx="12" cy="12" r="10"></circle><circle cx="12" cy="12" r="6"></circle><circle cx="12" cy="12" r="2"></circle></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Predictive Analytics</div><div class="wealthx-grow__subfeature-desc">Forecast client behaviour and market trends.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:1005ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-workflow" aria-hidden="true"><rect width="8" height="8" x="3" y="3" rx="2"></rect><path d="M7 11v4a2 2 0 0 0 2 2h4"></path><rect width="8" height="8" x="13" y="13" rx="2"></rect></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Process Optimisation</div><div class="wealthx-grow__subfeature-desc">Continuously optimise your processes based on data.</div></div></li></ul><div class="wealthx-grow__highlights wealthx-grow__content-animate" style="animation-delay:960ms"><div class="wealthx-grow__highlights-title">Key Highlights</div><div class="wealthx-grow__highlights-list"><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Document AI processing</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Natural language queries</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Automated report generation</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Client sentiment analysis</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Market trend alerts</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Workflow recommendations</span></div></div></div></div></div></div><div class="wealthx-grow__feature-card wealthx-grow__feature-card--inactive"><div class="wealthx-grow__card-stack wealthx-grow__card-shell--idle"><div class="wealthx-grow__card-back"></div><div class="wealthx-grow__card"><div class="wealthx-grow__card-header"><div class="wealthx-grow__card-header-top"><span class="wealthx-grow__card-number">07</span></div><h3 class="wealthx-grow__card-title">EDM Marketing</h3><div class="wealthx-grow__card-availability"><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Brokers</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Financial Planners</span><span class="wealthx-grow__availability-pill wealthx-grow__availability-pill--available"><span class="wealthx-grow__availability-dot wealthx-grow__availability-dot--active"></span>Accountants</span></div></div><div class="wealthx-grow__card-body"><p class="wealthx-grow__card-description wealthx-grow__content-animate" style="animation-delay:0ms">Create and send targeted email campaigns to nurture leads and keep clients engaged with your brand.</p><ul class="wealthx-grow__subfeatures"><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:180ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-send" aria-hidden="true"><path d="M14.536 21.686a.5.5 0 0 0 .937-.024l6.5-19a.496.496 0 0 0-.635-.635l-19 6.5a.5.5 0 0 0-.024.937l7.93 3.18a2 2 0 0 1 1.112 1.11z"></path><path d="m21.854 2.147-10.94 10.939"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Campaign Builder</div><div class="wealthx-grow__subfeature-desc">Drag-and-drop email builder with professional templates.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:345ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-list-filter" aria-hidden="true"><path d="M2 5h20"></path><path d="M6 12h12"></path><path d="M9 19h6"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Smart Segmentation</div><div class="wealthx-grow__subfeature-desc">Segment your audience based on behaviour and demographics.</div></div></li><li class="wealthx-grow__subfeature wealthx-grow__content-animate" style="animation-delay:510ms"><div class="wealthx-grow__subfeature-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chart-column" aria-hidden="true"><path d="M3 3v16a2 2 0 0 0 2 2h16"></path><path d="M18 17V9"></path><path d="M13 17V5"></path><path d="M8 17v-3"></path></svg></div><div class="wealthx-grow__subfeature-info"><div class="wealthx-grow__subfeature-title">Analytics</div><div class="wealthx-grow__subfeature-desc">Track opens, clicks, and conversions in real-time.</div></div></li></ul><div class="wealthx-grow__highlights wealthx-grow__content-animate" style="animation-delay:960ms"><div class="wealthx-grow__highlights-title">Key Highlights</div><div class="wealthx-grow__highlights-list"><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Professional email templates</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>A/B testing</span><span class="wealthx-grow__highlight-pill"><span class="wealthx-grow__highlight-dot"></span>Automated drip campaigns</span></div></div></div></div></div></div></div></div><div class="wealthx-grow__benefits-strip"><div class="wealthx-grow__benefits-left"><p class="wealthx-grow__benefits-tagline">A platform built to grow your business today &amp; tomorrow</p></div><div class="wealthx-grow__benefits-right"><div class="wealthx-grow__benefit-item"><div class="wealthx-grow__benefit-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-clock" aria-hidden="true"><circle cx="12" cy="12" r="10"></circle><path d="M12 6v6l4 2"></path></svg></div><div class="wealthx-grow__benefit-text"><div class="wealthx-grow__benefit-label">Save Time</div><div class="wealthx-grow__benefit-desc">Automate repetitive tasks and focus on what matters most.</div></div></div><div class="wealthx-grow__benefit-item"><div class="wealthx-grow__benefit-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-trending-up" aria-hidden="true"><path d="M16 7h6v6"></path><path d="m22 7-8.5 8.5-5-5L2 17"></path></svg></div><div class="wealthx-grow__benefit-text"><div class="wealthx-grow__benefit-label">Grow Revenue</div><div class="wealthx-grow__benefit-desc">Convert more leads and increase client lifetime value.</div></div></div><div class="wealthx-grow__benefit-item"><div class="wealthx-grow__benefit-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-shield-check" aria-hidden="true"><path d="M20 13c0 5-3.5 7.5-7.66 8.95a1 1 0 0 1-.67-.01C7.5 20.5 4 18 4 13V6a1 1 0 0 1 1-1c2 0 4.5-1.2 6.24-2.72a1.17 1.17 0 0 1 1.52 0C14.51 3.81 17 5 19 5a1 1 0 0 1 1 1z"></path><path d="m9 12 2 2 4-4"></path></svg></div><div class="wealthx-grow__benefit-text"><div class="wealthx-grow__benefit-label">Stay Compliant</div><div class="wealthx-grow__benefit-desc">Built-in compliance tools keep you audit-ready.</div></div></div><div class="wealthx-grow__benefit-item"><div class="wealthx-grow__benefit-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-heart" aria-hidden="true"><path d="M2 9.5a5.5 5.5 0 0 1 9.591-3.676.56.56 0 0 0 .818 0A5.49 5.49 0 0 1 22 9.5c0 2.29-1.5 4-3 5.5l-5.492 5.313a2 2 0 0 1-3 .019L5 15c-1.5-1.5-3-3.2-3-5.5"></path></svg></div><div class="wealthx-grow__benefit-text"><div class="wealthx-grow__benefit-label">Retain Clients</div><div class="wealthx-grow__benefit-desc">Proactive engagement keeps clients loyal long term.</div></div></div><div class="wealthx-grow__benefit-item"><div class="wealthx-grow__benefit-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-workflow" aria-hidden="true"><rect width="8" height="8" x="3" y="3" rx="2"></rect><path d="M7 11v4a2 2 0 0 0 2 2h4"></path><rect width="8" height="8" x="13" y="13" rx="2"></rect></svg></div><div class="wealthx-grow__benefit-text"><div class="wealthx-grow__benefit-label">Streamline Workflows</div><div class="wealthx-grow__benefit-desc">End-to-end automation from lead to settlement.</div></div></div><div class="wealthx-grow__benefit-item"><div class="wealthx-grow__benefit-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chart-line" aria-hidden="true"><path d="M3 3v16a2 2 0 0 0 2 2h16"></path><path d="m19 9-5 5-4-4-3 3"></path></svg></div><div class="wealthx-grow__benefit-text"><div class="wealthx-grow__benefit-label">Data-Driven Insights</div><div class="wealthx-grow__benefit-desc">Make smarter decisions backed by real-time analytics.</div></div></div></div></div><div class="wealthx-grow__mobile"><div class="wealthx-grow__mobile-accordion"><div class="wealthx-grow__accordion-item"><button type="button" class="wealthx-grow__accordion-header "><div class="wealthx-grow__accordion-left"><div class="wealthx-grow__accordion-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-globe" aria-hidden="true"><circle cx="12" cy="12" r="10"></circle><path d="M12 2a14.5 14.5 0 0 0 0 20 14.5 14.5 0 0 0 0-20"></path><path d="M2 12h20"></path></svg></div><span class="wealthx-grow__accordion-number">01</span><span class="wealthx-grow__accordion-title">Website Templates</span></div><div class="wealthx-grow__accordion-right"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chevron-down wealthx-grow__accordion-chevron" aria-hidden="true"><path d="m6 9 6 6 6-6"></path></svg></div></button></div><div class="wealthx-grow__accordion-item"><button type="button" class="wealthx-grow__accordion-header "><div class="wealthx-grow__accordion-left"><div class="wealthx-grow__accordion-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-file-text" aria-hidden="true"><path d="M6 22a2 2 0 0 1-2-2V4a2 2 0 0 1 2-2h8a2.4 2.4 0 0 1 1.704.706l3.588 3.588A2.4 2.4 0 0 1 20 8v12a2 2 0 0 1-2 2z"></path><path d="M14 2v5a1 1 0 0 0 1 1h5"></path><path d="M10 9H8"></path><path d="M16 13H8"></path><path d="M16 17H8"></path></svg></div><span class="wealthx-grow__accordion-number">02</span><span class="wealthx-grow__accordion-title">Digital Fact Find</span></div><div class="wealthx-grow__accordion-right"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chevron-down wealthx-grow__accordion-chevron" aria-hidden="true"><path d="m6 9 6 6 6-6"></path></svg></div></button></div><div class="wealthx-grow__accordion-item"><button type="button" class="wealthx-grow__accordion-header "><div class="wealthx-grow__accordion-left"><div class="wealthx-grow__accordion-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-layout-dashboard" aria-hidden="true"><rect width="7" height="9" x="3" y="3" rx="1"></rect><rect width="7" height="5" x="14" y="3" rx="1"></rect><rect width="7" height="9" x="14" y="12" rx="1"></rect><rect width="7" height="5" x="3" y="16" rx="1"></rect></svg></div><span class="wealthx-grow__accordion-number">03</span><span class="wealthx-grow__accordion-title">CRM Kanban</span></div><div class="wealthx-grow__accordion-right"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chevron-down wealthx-grow__accordion-chevron" aria-hidden="true"><path d="m6 9 6 6 6-6"></path></svg></div></button></div><div class="wealthx-grow__accordion-item"><button type="button" class="wealthx-grow__accordion-header "><div class="wealthx-grow__accordion-left"><div class="wealthx-grow__accordion-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-smartphone" aria-hidden="true"><rect width="14" height="20" x="5" y="2" rx="2" ry="2"></rect><path d="M12 18h.01"></path></svg></div><span class="wealthx-grow__accordion-number">04</span><span class="wealthx-grow__accordion-title">
11Client Facing Wealth App</span></div><div class="wealthx-grow__accordion-right"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chevron-down wealthx-grow__accordion-chevron" aria-hidden="true"><path d="m6 9 6 6 6-6"></path></svg></div></button></div><div class="wealthx-grow__accordion-item"><button type="button" class="wealthx-grow__accordion-header "><div class="wealthx-grow__accordion-left"><div class="wealthx-grow__accordion-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-refresh-ccw" aria-hidden="true"><path d="M21 12a9 9 0 0 0-9-9 9.75 9.75 0 0 0-6.74 2.74L3 8"></path><path d="M3 3v5h5"></path><path d="M3 12a9 9 0 0 0 9 9 9.75 9.75 0 0 0 6.74-2.74L21 16"></path><path d="M16 16h5v5"></path></svg></div><span class="wealthx-grow__accordion-number">05</span><span class="wealthx-grow__accordion-title">Retention</span></div><div class="wealthx-grow__accordion-right"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chevron-down wealthx-grow__accordion-chevron" aria-hidden="true"><path d="m6 9 6 6 6-6"></path></svg></div></button></div><div class="wealthx-grow__accordion-item"><button type="button" class="wealthx-grow__accordion-header "><div class="wealthx-grow__accordion-left"><div class="wealthx-grow__accordion-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-sparkles" aria-hidden="true"><path d="M11.017 2.814a1 1 0 0 1 1.966 0l1.051 5.558a2 2 0 0 0 1.594 1.594l5.558 1.051a1 1 0 0 1 0 1.966l-5.558 1.051a2 2 0 0 0-1.594 1.594l-1.051 5.558a1 1 0 0 1-1.966 0l-1.051-5.558a2 2 0 0 0-1.594-1.594l-5.558-1.051a1 1 0 0 1 0-1.966l5.558-1.051a2 2 0 0 0 1.594-1.594z"></path><path d="M20 2v4"></path><path d="M22 4h-4"></path><circle cx="4" cy="20" r="2"></circle></svg></div><span class="wealthx-grow__accordion-number">06</span><span class="wealthx-grow__accordion-title">WealthX AI</span></div><div class="wealthx-grow__accordion-right"><span class="wealthx-grow__soon-badge">Soon</span><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chevron-down wealthx-grow__accordion-chevron" aria-hidden="true"><path d="m6 9 6 6 6-6"></path></svg></div></button></div><div class="wealthx-grow__accordion-item"><button type="button" class="wealthx-grow__accordion-header "><div class="wealthx-grow__accordion-left"><div class="wealthx-grow__accordion-icon-box"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-mail" aria-hidden="true"><path d="m22 7-8.991 5.727a2 2 0 0 1-2.009 0L2 7"></path><rect x="2" y="4" width="20" height="16" rx="2"></rect></svg></div><span class="wealthx-grow__accordion-number">07</span><span class="wealthx-grow__accordion-title">EDM Marketing</span></div><div class="wealthx-grow__accordion-right"><svg xmlns="http://www.w3.org/2000/svg" width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-chevron-down wealthx-grow__accordion-chevron" aria-hidden="true"><path d="m6 9 6 6 6-6"></path></svg></div></button></div></div></div></div></section><section class="wealthx-stats" id="about"><div 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1114%20481.24L363.989%20481.805L364.286%20482.24H364.814V481.24ZM244.574%20305.56L245.399%20304.995L244.576%20303.793L243.75%20304.993L244.574%20305.56ZM123.614%20481.24V482.24H124.139L124.437%20481.807L123.614%20481.24ZM1.93375%20481.24L1.11744%20480.663L0.00111675%20482.24H1.93375V481.24ZM176.174%20235L176.99%20235.578L177.396%20235.004L176.994%20234.428L176.174%20235ZM12.7338%201.00018V0.000183105H10.8155L11.9139%201.57281L12.7338%201.00018ZM134.414%201.00018L135.244%200.442963L134.947%200.000183105H134.414V1.00018ZM244.574%20165.16L243.743%20165.717L244.579%20166.963L245.408%20165.712L244.574%20165.16ZM353.294%201.00018V0.000183105H352.757L352.46%200.448029L353.294%201.00018ZM476.414%201.00018L477.233%201.57401L478.335%200.000183105H476.414V1.00018ZM312.974%20234.28L312.155%20233.706L311.751%20234.282L312.157%20234.857L312.974%20234.28ZM487.214%20481.24V480.24H364.814V481.24V482.24H487.214V481.24ZM364.814%20481.24L365.639%20480.675L245.399%20304.995L244.574%20305.56L243.749%20306.125L363.989%20481.805L364.814%20481.24ZM244.574%20305.56L243.75%20304.993L122.79%20480.673L123.614%20481.24L124.437%20481.807L245.397%20306.127L244.574%20305.56ZM123.614%20481.24V480.24H1.93375V481.24V482.24H123.614V481.24ZM1.93375%20481.24L2.75006%20481.818L176.99%20235.578L176.174%20235L175.357%20234.423L1.11744%20480.663L1.93375%20481.24ZM176.174%20235L176.994%20234.428L13.5536%200.427582L12.7338%201.00018L11.9139%201.57281L175.354%20235.573L176.174%20235ZM12.7338%201.00018V2.00018H134.414V1.00018V0.000183105H12.7338V1.00018ZM134.414%201.00018L133.583%201.5574L243.743%20165.717L244.574%20165.16L245.404%20164.603L135.244%200.442963L134.414%201.00018ZM244.574%20165.16L245.408%20165.712L354.128%201.55237L353.294%201.00018L352.46%200.448029L243.74%20164.608L244.574%20165.16ZM353.294%201.00018V2.00018H476.414V1.00018V0.000183105H353.294V1.00018ZM476.414%201.00018L475.595%200.426392L312.155%20233.706L312.974%20234.28L313.793%20234.854L477.233%201.57401L476.414%201.00018ZM312.974%20234.28L312.157%20234.857L486.397%20481.817L487.214%20481.24L488.031%20480.664L313.791%20233.704L312.974%20234.28Z&#x27;%20fill=&#x27;%2333FF99&#x27;%20mask=&#x27;url(%23path-1-outside-1_21157_1628)&#x27;/%3e%3c/svg%3e" alt="" class="wealthx-stats__big-x-svg" loading="lazy" draggable="false"/></div><div class="wealthx-stats__x-label" style="opacity:0"><span class="wealthx-stats__x-badge">Coming Soon</span><img src="data:image/svg+xml,%3csvg%20width=&#x27;165&#x27;%20height=&#x27;34&#x27;%20viewBox=&#x27;0%200%20165%2034&#x27;%20fill=&#x27;none&#x27;%20xmlns=&#x27;http://www.w3.org/2000/svg&#x27;%3e%3cpath%20d=&#x27;M14.476%2024H13.068L9.548%2011.394L6.028%2024H4.62L0.418%209.326H1.826L5.368%2022.24L8.976%209.326H10.12L13.706%2022.24L17.248%209.326H18.656L14.476%2024ZM33.5701%2024H24.2641V9.326H33.5701V10.47H25.5181V15.904H33.4161V17.048H25.5181V22.856H33.5701V24ZM52.1201%2024H50.6681L49.2161%2020.392H41.4501L39.9981%2024H38.5461L44.5521%209.326H46.1141L52.1201%2024ZM48.7981%2019.248L45.3221%2010.668L41.8681%2019.248H48.7981ZM66.0062%2024H57.6462V9.326H58.9002V22.856H66.0062V24ZM74.9168%2024H73.6408V10.47H68.8448V9.326H79.7128V10.47H74.9168V24ZM97.5147%2024H96.2387V17.026H86.9327V24H85.6787V9.326H86.9327V15.882H96.2387V9.326H97.5147V24Z&#x27;%20fill=&#x27;white&#x27;/%3e%3cpath%20d=&#x27;M126.454%2024H123.374L119.26%2018.258L115.146%2024H112.066L117.566%2016.476L112.396%209.326H115.476L119.26%2014.716L123.022%209.326H126.124L120.976%2016.454L126.454%2024Z&#x27;%20fill=&#x27;%2333FE99&#x27;/%3e%3cpath%20d=&#x27;M143.904%2024H142.452L141%2020.392H133.234L131.782%2024H130.33L136.336%209.326H137.898L143.904%2024ZM140.582%2019.248L137.106%2010.668L133.652%2019.248H140.582ZM150.684%2024H149.43V9.326H150.684V24Z&#x27;%20fill=&#x27;white&#x27;/%3e%3c/svg%3e" alt="WealthX AI" class="wealthx-stats__x-brand-svg" loading="lazy" draggable="false"/></div><div class="wealthx-stats__phase-headline" style="opacity:0;transform:translateY(40px)"><h2 class="wealthx-stats__headline"><span class="wealthx-stats__headline-light">Your Unfair</span><br/><span class="wealthx-stats__headline-accent">Advantage</span></h2><p class="wealthx-stats__headline-desc">Purpose built AI for mortgage brokers. Not a generic chatbot, an engine that understands your pipeline, your policies, and your compliance obligations. Every interaction makes it smarter.</p></div><div class="wealthx-stats__phase-stats" style="opacity:0;transform:translateY(50px)"><div class="wealthx-stats__grid"><div class="wealthx-stats__card" style="opacity:0"><div class="wealthx-stats__card-icon-wrap"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-zap wealthx-stats__card-icon-svg" aria-hidden="true"><path d="M4 14a1 1 0 0 1-.78-1.63l9.9-10.2a.5.5 0 0 1 .86.46l-1.92 6.02A1 1 0 0 0 13 10h7a1 1 0 0 1 .78 1.63l-9.9 10.2a.5.5 0 0 1-.86-.46l1.92-6.02A1 1 0 0 0 11 14z"></path></svg></div><div class="wealthx-stats__card-value">
1110×</div><div class="wealthx-stats__card-label">Faster Research</div><div class="wealthx-stats__card-desc">Policy matching in seconds, not hours</div></div><div class="wealthx-stats__card" style="opacity:0"><div class="wealthx-stats__card-icon-wrap"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-clock wealthx-stats__card-icon-svg" aria-hidden="true"><circle cx="12" cy="12" r="10"></circle><path d="M12 6v6l4 2"></path></svg></div><div class="wealthx-stats__card-value">85%</div><div class="wealthx-stats__card-label">Less Admin</div><div class="wealthx-stats__card-desc">Automate the busywork that drains your day</div></div><div class="wealthx-stats__card" style="opacity:0"><div class="wealthx-stats__card-icon-wrap"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" 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