It is essential for advisors to gain control of daily investment operations so that they can manage risk efficiently and grow his firm's business...
A complete section of Download/Application forms fulfilling the demand of advisors and investors is linked with this mutual fund software for IFA...
Advisors can send both text messages and emails for communication and promotional activities through this mutual fund software as it comprises of...
We have enabled some extensive feature called as Automatic Lead generator that helps in lead generation from existing client base. Advisor can...
The very important necessity of advisors and clients is to view their portfolio investment value and their respective report. Through our mutual...
Sub broker module is also developed along with this mutual fund software for IFA .Using this sub broker module, an advisor can add their sub...
Scheduling alerts for clients is an important task for an advisor . Through the alert facility available in this mutual fund software for IFA,...
The BSE Star MF and NSE NMF II API's are integrated with this mutual fund software for distributors . Advisors can easily register and onboard...
This software is a central repository which stores all the transactional ,operational and calculable data.This mutual fund software for IFA acts...
In Wealth E-office, an advisor can place orders on behalf of his clients if his clients are KYC registered and has the authority to transact...
We offer a complete wealth and asset management platform for comprehensive financial planning and respective goal achievement. This mutual fund...
Wealth E-office let an advisor engage more with clients and discover new business opportunities. The Lead generator option of this mutual fund...
Mandate registration is always a big hassle for advisors.To make it easy use our mutual fund software where registration of mandate is completely...
This mutual fund software for IFA is absolutely safe for making financial transactions like SIP purchase , Lumpsum purchase same as like offered...
This mutual fund software for distributors simplify an advisor's existing complex business processes with customizable designs and workflows....
The competitive edge of this mutual fund software for IFA is emerged from a unique combination of best client relationship as well as innovative...
Wealth E-office assist for comprehensive analysis ranging from a simple investment growth chart to the more complex investment strategies and...
Wealth E-office streamline an advisor's wealth management processes with the right balance between comprehensive analysis and easy reporting. This...
An advisor can place as many transactions as he wants in this mutual fund software for distributors .There is no limit of transactions you or your...
An advisor can create model portfolios as simple or complex as per the risk profiling of investors. This mutual fund software for distributors...
With Wealth E-office an advisor can choose from a totally useful digital solution to full advisory financial service. This mutual fund software...
We provide a cutting-edge financial-technology to penetrate new financial markets with our wealth management platform. With the use of this mutual...
With Wealth E-office , an advisor and his team will continue to regularly understand their investor's need and thereafter can provide exclusive...
In this world of financial era , peoples are looking for an advisor who can deliver quality advises regarding investments to be done. This mutual...
Wealth E-office is one of the mutual fund software for IFA which assist an advisor at the time of income tax filing. We provide powerful report...
Advisors will be able to spend more time for what really matters - that is their clients with the help of this mutual fund software for...
Wealth E-office provides an advisor a personalized dashboard that keeps them up to date an overview of alerts, notifications and recent activities...
Wealth E-office let an advisor tracks business data and so it becomes easier for us to generate various different types of reports for you. The...
With Wealth E-office an advisor can get a one-stop solution to handle everything from transaction punching through Invest Online platform in this...
Exporting facility means a lot for an advisor. This is the mutual fund software for distributors which is well equipped with easy exporting...
