Wealth Elite is India's top Mutual Fund Software for Distributors and IFA, Integration with BSE & NSE, Multiple Assets, and inbuilt Video KYC & Online ATM.
Dividend records encourage distributors to evaluate the past performance of the schemes based on whi…
The information of the entire investment of a client is displayed in a separate report to facilitate…
The immediate investment opportunity is possible as to take the high returns schemes within a few cl…
The distributors can easily differentiate among different schemes before investing the funds of the …
The information of the entire investment of a client is displayed in a separate report to facilitate…
The analysis for making several reports is to trace the status of the funds invested by the clients …
The execution of the business rises with the Mutual Fund Software for IFA as the platform assures ac…
The online platform empowers distributors to onboard numerous clients at a point and ensures the eas…
The portfolio of the investors is rebalanced as to decrease the chance of loss without missing the g…
The wealth of the firm grows with the Mutual Fund Software for Distributors as it benefits in acquir…
The distributor can upload scanned documents of the clients which are protected through password and…
The platform reduces the chances of the loss on the funds of the investors as the Mutual Fund Softwa…
To drive business smoothly the Mutual Fund Software for IFA is vital that benefits in conducting bus…
Multiple features are available in the Mutual Fund Software for IFA which includes video KYC, funds …
The capacity of transacting with investors increases as more number of transactions can be applied t…
The model portfolio is prepared as to show investors the allocation of funds based on which investor…
The facility of mandate helps advisors to get continuous investment from the investors which help in…
The tool helps in generating sufficient leads that too in consistent manner and suggests best strate…
Through the advance features in the software the firm’s gets potential to manage operation by itself…
The tool is developed in a manner which initially assesses the risk appetite of the investor before …
The results of investment are necessary to identify as to measure the progress of the funds invested…
The wealth analysis is done in order to ascertain the investment in different sectors and also to ev…
The client analysis is done to identify the risk bearing capacity of the investors before entering i…
The comparison of funds is enables as to choose the most suitable for the clients which fulfils the …