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The road to unparalleled compliance, scalability and client relationship resilience, begins with Welxio.

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About Welxio

Welxio is a Client Engagement Platform that’s fine-tuned for the Financial Advisory industry, centered around three pillars:

✓ Compliance & Security
✓ Flexibility & Scalability
✓ Unparalleled Collaboration

Welxio provides financial services firms and independent financial advisors, better, faster and more secure customer service experiences. Through streamlined automation, the app automates repetitive tasks, enabling advisors to focus on providing personalized and strategic advice to clients.


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Europe: +41 44 561 56 36
America +1 647 905 5143


Dammstrasse 19
6300 Zug, Switzerland