No. MADOSX empowers you to operate under your own ARN/RIA code. It streamlines your investment workflow and provides advanced tools and functionalities to enhance your client service and investment management practice.

MADOSX is designed for ease of use, requiring no prior experience in investment management software. Our intuitive platform allows you to get started quickly.

We will also assign a dedicated Customer Relationship Manager (CRM) who will personally guide you through each MADOSX module, ensuring you have a thorough understanding of its capabilities. They will also be your ongoing point of contact for any questions you may have, fostering a seamless user experience.

Additionally, we offer a comprehensive library of training videos that delve into the full range of MADOSX features and functionalities.

Our pricing structure offers flexibility through three tiered plans: Base, Pro, and Pro+. Each plan is designed to meet the specific needs and budgets of different profiles.

For a more personalized recommendation on the best plan for your requirements, we encourage you to contact our team. We will provide you a detailed breakdown of each plan's features and functionalities, ensuring you select the most suitable option for yourself.

MADOSX offers digital client onboarding, order management, multi-family/client/asset/advisor/portfolio reporting, CRM functionalities, compliance management, and analytics & tracking, among other features.

MADOSX stands out by integrating disconnected financial ecosystems into a single unified platform, offering a comprehensive solution that reduces tech costs, improves operational efficiency, and enhances customer experience.

MADOSX prioritizes security and compliance. Our platform integrates compliant Order Management Systems (OMS) with built-in suitability checks and logs. It ensures adherence to various regulations, helping financial intermediaries avoid compliance-related risks and audit observations.

MADOSX provides an efficient and effective CRM system to track meetings, tasks, risk profiling, and other activities. It also offers features like recommendation engines, model portfolios, and client statements to help manage and nurture client relationships.

MADOSX offers a superior client relationship management (CRM) system, efficient order management, comprehensive reporting, and analytics to help build successful client relationships and achieve goals.