Features Built for Professionals
Discover how LudoX transforms wealth management reporting with powerful, easy-to-use features.
Automated Conversion
Transform CSV exports from leading platform providers into polished presentations with a single click
Enterprise-Grade Security
Your data is processed securely using AWS infrastructure with encryption at rest and in transit
Simple User Experience
No training required - just upload your file and download the finished presentation
Rapid Processing
Most reports are generated in under 5 seconds, regardless of complexity
Platform Flexibility
Currently supporting Netwealth, Macquarie Wrap, Praemium, BT Panorama, HUB24, Iress and with more integrations coming soon
AI-Powered Insights
Optional AI features to enhance your presentations with intelligent commentary and analysis
AI Commentary
Generate intelligent, contextual commentary for your client presentations. Our AI analyzes portfolio data and market conditions to create professional insights that enhance your reports.
- ✓Market-aware commentary
- ✓Customizable tone and style
- ✓Brand-aligned messaging
Portfolio Analysis
Automatically identify key trends, risks, and opportunities within client portfolios. Our AI provides actionable insights that help you deliver more value to your clients.
- ✓Performance attribution
- ✓Risk assessment
- ✓Opportunity identification
AI features are optional and can be enabled or disabled based on your preferences and compliance requirements.
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