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Image by Nur Syafiqah

Acquire, Retain & Reward,

Advise, Service & Nurture!

IN FULL COMPLIANCE!

FINANCIAL ADVISOR: Welcome
Data on a Touch Pad

GENERATE SMART & QUALIFIED LEADS!

Design your own lead generation platform with unlimited QR Codes and URLs.

Leverage on our Marketing activities on Health Prevention and Wellness Awareness Monthly Campaigns!

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Store, access and edit the full profile of your prospect at anytime!

REWARD YOUR LEADS WITH REAL BENEFITS!

Anyone you invite to join Wellnex, with his family, will enjoy exclusive Outpatient Healthcare Services, Fitness and Lifestyle benefits.

Image by Kira auf der Heide
Insurance Agent

DIGITALIZE YOUR ADVISORY PROCESSES!

You get access to Analytic Dashboard, Policy Management, Testimonial tools


You can Interact and design Financial  Planning with accurate data in real time!


You can share a compliant personalised PDF document via email or the app to your client/prospect!

Communicate & build up your brand!

Publish up to 6 platforms simultaneously with a click of a button!

Segment and communicate to your community by source and demographic type!

Create your Referral scheme! and more

Mobile Phone
FINANCIAL ADVISOR: Services
FINANCIAL ADVISOR: Video
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