The platform
What your RM sees. Every morning.
Today's meetings. AI-generated priorities. Compliance deadlines. Engagement suggestions. Market intelligence — all in one screen.
The portfolio. The last conversation. The promises made. The house view. The tax window closing in six weeks. How much of this is in the RM's head — and how much is in the firm's system?
The client stays. The context doesn't. Every preference, every conversation, every signal your RM carried — gone. The next RM starts from zero.
Your research desk has a house view. But what a client hears depends entirely on which RM they sit across — and what that RM remembered to read that morning.
What if they could manage 100 more? Not by working harder. By being better prepared. The constraint on AUM growth isn't market appetite — it's RM bandwidth. The firm that solves this builds a lean team of super RMs.
The intelligence that walks alongside your RM.
Advise the adviser.
Today's meetings. AI-generated priorities. Compliance deadlines. Engagement suggestions. Market intelligence — all in one screen.
Before every client meeting, LXMN generates a pre-meeting brief — synthesised from portfolio data, client context, meeting history, house views, and live market intelligence. The RM reads for three minutes and walks in ready.
AI prepares. The adviser presents. The client never knows.
We don't replace your CRM, your portfolio reporting tool, or your email system. We sit above them. The intelligence layer your existing stack never had.
In 2011, someone at Kotak Wealth built an Excel macro called Tiger. It pulled portfolio performance against benchmark and dropped it into one tab — ready to copy-paste into the review deck.
Every adviser ran Tiger before every portfolio review. For five years, a hotel-room macro was the most important tool in Indian private banking. I know — I used it every week when I joined Kotak in 2017.
Three years ago, I started Fixerra — India's open banking gateway. We built agentic AI infrastructure powering 45+ fintech partners including Tata Neu, BharatPe, Zomato, and IIFL. Enterprise AI in production, at scale.
LXMN is the intersection of that capability and a domain I know from the inside. Open banking was the first gateway. Open wealth is the next.
Not automate advice. Elevate the adviser. Every RM. Every meeting. Every client.
Book a DemoBook a demo and see how LXMN transforms your RM's morning preparation. A structured 90-day engagement with 8–12 RMs. Measurable outcomes, defined at the start.