THE SMARTERWAY TOMANAGE WEALTH.
Collect portfolio intelligence, automate compliance reporting, and deliver institutional-grade wealth management. Without the overhead.
Used by 500+ wealth professionals.
Small advisory firms to institutional capital management. Globally.
Wealth management.
But without the hassle.
Recent Activity
Dividend received
Equities
Portfolio rebalance
Auto
Advisory fee
Monthly
New deposit
Transfer
Q3 Wealth Summary
ReadyHarrington Family Office
£8.4M
End late reporting
Clients submit data on time. Automated reminders handle the follow-up so you never have to chase.
No more manual reconciliation
Payxara connects to custodian feeds and reconciles positions automatically. Daily. Zero human error.
Compliance on autopilot
MiFID II, CASS, and FCA reports generated and filed automatically. Three clicks from draft to submission.
Zero hidden fees
Flat-rate pricing. No AUM percentage. No custody charges. No invoice surprises at quarter end.
EVERYTHING YOUR CLIENTS NEED
Built for wealth management. Front to back.
£2,847,320
+4.2% this month
PORTFOLIO INTELLIGENCE
Real-time portfolio intelligence for every client.
Live view of every position, allocation, and performance metric — aggregated from any custodian, updated in real time.
See how portfolio intelligence works →
Q3 Wealth Summary
ReadyHarrington Family Office
£8.4M
AUTOMATED REPORTING
Automated compliance reports. Zero last-minute panic.
FCA, MiFID II, and CASS reports generated automatically. Review, approve, send. Your compliance team reclaims their week.
See how reporting works →MULTI-CURRENCY
International wealth management simplified.
34 currencies. FX at institutional rates. Consolidated reporting in base currency. One platform.
AI INSIGHTS
Flag portfolio risks before clients ask about them.
Concentration risk, correlation spikes, benchmark drift — Payxara monitors continuously and alerts advisors before issues surface.
CLIENT PORTAL
A client portal they'll actually log into.
White-labelled portals with real-time data, secure document vaults, and in-app messaging. Branded as yours.
Try the Payxara Dashboard.
See real-time portfolio views, compliance automation, and client reporting — live, no setup required.
Explore Demo →Great on its own.
Or connect to your entire stack.
Payxara connects to your custodian, CRM, accounting platform, and reporting tools. 200+ integrations available out of the box.
See all 200+ integrations →
HARTLEY
CAPITAL
Private Wealth Manager · London
CUSTOMER STORY
“We've reduced compliance admin by 70%. Payxara is genuinely a game-changer for our practice.”
Sarah Hartley
Founder, Hartley Capital
Start managing wealth smarter.
Sign up in minutes
Create your account. No sales call required. Full platform access from day one.
Connect your custodians
Link your custodian feeds automatically. Payxara ingests and reconciles your positions in real time.
Set up client reporting
Configure your report templates. Payxara handles generation, formatting, and delivery.
We're here every step
Dedicated onboarding specialist. UK-based support team. SLA-backed from day one.
Ready for wealth management that actually works?
Join 500+ wealth professionals who've moved from spreadsheets and legacy platforms to Payxara.