Transforming how financial advisors handle client reporting
LudoX was created to transform how financial advisors and wealth management professionals handle client reporting. We believe that advisors should spend their time providing value to clients, not formatting data into PowerPoint presentations.
LudoX is a specialized cloud platform that automatically converts financial data exports into professional, client-ready presentations in seconds. Our technology eliminates hours of manual work and ensures consistency across all client communications.
Financial advisors typically spend 2-3 hours per client preparing quarterly performance reports. For a practice with 100 clients, that's up to 1,200 hours annually spent on formatting data instead of serving clients.
LudoX was built to reclaim this time, allowing advisors to focus on what matters most - providing strategic guidance and maintaining strong client relationships.
LudoX is built on secure AWS infrastructure, using state-of-the-art cloud processing to ensure reliability, scalability, and security. Our proprietary algorithms intelligently interpret financial data to generate meaningful visualizations and insights in your presentations.
Join wealth managers who are saving hours each week with LudoX automation.
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