June 2019
Providing online experience to your client is not so feasible as many of the investors of all ages are using mobile apps to access their financial information.This Mutual Fund software for IFA has a c
The main focus of wealth management firms today is to fulfill the investors need or provide simplicity, able to meet their financial goals and consolidated management of assets. This Mutual Fund softw
Wealth Eoffice is a multi asset, transaction-based Portfolio Management solution for wealth. This Mutual Fund software is most innovative in the world of digital Fintech companies. Our flexible, const
We provide a comprehensive solutions so that our robo-advice clients can focus on their business ideas, select advisable model portfolio and map the client’s requirement. The Robo Advisory platform
Wealth E office is equipped with interactive Financial tools like retirement planning, car planning, house planning , goal planning etc. which will help you for proper management of your finances. Thi
Now the world seems to be in hand all because of the smart phones. All are more enthusiast how they can utilize and reduce their time by handling important tasks using their smart phones only. Handlin
This Mutual Fund software provides an immersive wealth management tools that enables the investors and advisors to track and analyse their portfolio. This helps advisors to make custom reporting throu
Before having investment in mutual fund there is a need to on-board the client.There is no need to do manual work. With this facility provided in our Mutual Fund software for IFA , you can on board yo
Your clients are investment ready once you onboard them. Using this Mutual Fund Software for distributors, you and your investors can seamlessly transact online with the Invest Online feature provided
A part of today’s requirement for IFA is to have a robust back office system for easy reporting. Our Mutual Fund Software for distributors provides you with the complete back office solution, helpin
This Mutual Fund Software for distributors is equipped with a solution to create accurate and real-time data value across all your clients and firms. Thus ensuring trust and confidence in your data an
The advisors today are challenged with low yields, a high degree of reporting demands and manual workarounds. To overcome this challenge, we developed Wealth E office - Mutual Fund Software for distri
The Live portfolio report of this Mutual Fund Software helps to optimize your existing portfolio performance. Using this report, you can aggregate all your portfolios and track performance from anywhe
Using this Mutual Fund software in india , you can manage all the finances and investment details all at a single place in report section . For having a diversified portfolio, you can invest in variou
Wealth E office- Mutual Fund Software for distributors allows you to streamline your processes so you can spend less time on paperwork and more time on the activities which will let you grow your busi
We facilitate a collaborative relationship between Advisor and Investor by providing investment management solutions through which you can access your client’s portfolio and keep them informed at al
Our Mutual Fund Software for IFA is a complete wealth management platform having an intuitive interface which you can also customize to your brand. Using this you can track real-time financial perform
This is an era of emerging financial needs and robust planning. It becomes necessary for an advisor to compete with other advisors for being unique in the world of advisory solutions.For this an advis
With this mutual fund software , you can define and add teams/employees in the CRM section of Wealth e Office. You and your employees can also add alerts and reminders , save specials dates like birth
Using this Mutual Fund Software for distributors, you can spend more time on strengthening your existing client relationships, and on building new ones. We put quality investment strategies and best w
Using this mutual fund software for IFA , you will get an interactive hands-on training and ongoing support so that you can easily use our MF software for your business growth.We will get you trained
You can provide your clients with an in-depth and personalized look at their financial picture and their goals with custom financial plans created using numerous advanced planning techniques and resea