Meet FELIX — Your Intelligent Financial Engagement Partner

FELIX empowers financial firms by gathering client data, qualifying leads, and routing inquiries directly to advisors. He creates efficiency, ensures compliance, and enhances client experience — every time.

Financial Expertise Shouldn’t Be Stuck in Administrative Tasks.

Your firm’s advisors are experts at financial strategy — not form-filling. FELIX takes over repetitive intake and coordination tasks, freeing your advisors to focus on growing client portfolios and delivering value.

Common Frictions That Interrupt Care:

Missed or delayed follow-ups leading to lost opportunities.
Manual data collection slowing down onboarding.
Unqualified leads consuming valuable advisor time.
Fragmented communication creating compliance risks.

FELIX ensures every inquiry is qualified, routed, and tracked — so nothing valuable falls through the cracks.

Smarter Intake. Faster Follow-Up. Stronger Client Relationships.

FELIX brings structure, speed, and consistency to your firm’s engagement workflows — creating an experience clients trust.

Key Measurable Outcomes:

Automated Lead Qualification: FELIX captures and assesses inquiries based on product fit and client needs.
Intelligent Routing: Sends leads and clients directly to the right financial advisor or department.
Streamlined Data Collection: Gathers and verifies essential client data for compliance-ready onboarding.
CRM Integration: Syncs instantly with platforms like Salesforce, HubSpot, or Redtail for seamless handoff.

FELIX turns every lead into a relationship-ready opportunity — with no missed details or delays.

See How FELIX Improves Conversion and Client Retention.

Every automation FELIX handles improves speed, accuracy, and advisor capacity. Use the ROI calculator to see how much your firm can save — and earn — by modernizing client engagement.

“View your potential ROI instantly — then schedule a personalized demo to see how FELIX can transform your client intake process.”

Compliant. Consistent. Client-Focused.

“FELIX gave us visibility into every client interaction. Leads are now routed automatically, and our advisors spend more time with clients — not in spreadsheets.”

Monica Alvarez, Managing Director, Apex Financial Partners

FINRA and SEC Compliance Ready

Encrypted Client Data Storage

Integrates with Salesforce, HubSpot, Redtail, and Wealthbox

Let FELIX Handle the Data — So You Can Handle the Deals.

FELIX empowers your advisors to do what they do best — advise. He captures, qualifies, and routes inquiries automatically, ensuring every client gets a seamless experience from first contact to onboarding.