Wealth Management

Advised is not the same as funded.

For wealth managers and advisory firms, the value lives in the assets that actually move: funded, invested, growing. PXI finds where clients stall between the advice and the transfer, predicts who will next, and moves them forward. Proven against a holdout.

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PXI NUDGE
Funded Dormant Recovered
Funded, dormant, and the ones you can still recover.

The Journey

Every step to a funded, growing client is a place to lose one.

A wealth journey runs roughly onboarded, funded, invested, growing. Yours has its own steps, and each one is a place to stall.
PXI maps your full flow and groups every drop-off into a Pod: advised but not funded, funded but idle, no advisor follow-through.
Each Pod is priced in AUM, so you know which stall costs the most before you touch anything.
One wealth journey, every drop-off point, and the AUM recovered at each. (Illustrative data.)
ACME Wealth client portfolio growth journey dashboard: the Impact Across Journey Sankey flowing Client Onboarded, KYC Completed, Portfolio Created, Initial Funding, Advisor Interaction, Portfolio Activity, Portfolio Growth, with red drop-off bars and the left-rail pods.

How It Works

One agent works every stall point, every week.

Syna Drive runs the loop on each Pod: finds why clients stall, predicts who will, tests the message that moves them, and proves the lift against a holdout.
You approve every step. Nothing reaches a client without a named sign-off.
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The Proof

The same red bars, inside a real wealth firm.

The Case

A regional wealth management firm.

AUM $42B
Advisors 180
Affluent clients 120,000
Featured anonymously, under NDA.
01
Signal
8,400 prospects completed a consultation but never funded. 31% of advised prospects. Annual friction tax: $73M in unrealized AUM.
02
Pod
One group: consultation completed, never funded.
03
Reason
Unclear transfer steps, hesitation about moving assets, and no urgency after the advisor conversation.
04
Action
Interventions through the firm's own channels: a funding checklist, rollover and transfer guidance, an advisor follow-up trigger, a deadline-based onboarding reminder. Each validated by a controlled experiment.
05
ROI
1,218 clients funded their accounts. $18.6M in annual AUM recovered. 14.5% of stalled wealth journeys completed.

From one stall point. The journey had seven.

Not projected. Not modelled. Recovered.

Trust & Deployment

Built to clear your risk review.

Human approval, always.
No message sends, no model ships, without a named person's sign-off.
Everything on the record.
Full audit trail with before and after states.
Model governance built in.
Versioned models, published validation metrics, every version retested against control.
Pilot without integration.
One weekly client file. That's the whole ask.
Production without rip-and-replace.
PXI connects to the systems you already run, and our team builds each integration. Your stack stays where it is.

Start here

Start with your worst stall point.

Every wealth firm has one stall point that costs more than the rest. That's the pilot: one stall point, one weekly client file, one measured AUM number in 90 days, proven against a holdout.

The firm above worked a single stall point. Its own journey had more.

Watch the 2-minute demo