The Future of

Mutual Fund Software

Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research.

Features

100% White Labeled Solution!

URL based white labeling:

If Financial advisor’s website URL is www.yourdomain.com, the software will be operating on the same URL the inside report URL will be look like www.yourdomain.com/MFPortfolio.

Color Theme Based White Labeling:

The color theme of software can be exactly matched with the color theme of Financial Advisor’s website. So that when the Investor navigates from website to backend software it will be smooths transition and enjoy the same branding.

Bird Eye View for 20+ Assets!

Advisor can take better decisions when he have the information of complete portfolio, wealth elite is a single platform to manage Mutual Funds, Life Insurance, General Insurance, Health Insurance, Direct Equity, Postal, FD, Bonds, Commodities, Real Estate, PPF, PF, PMS, Venture Capital Funds, Alternative Investments, Arts & Antiques etc.

The Best part is all this assets can be link with investor’s Goal financial planning to track the progress and achievements.

Powerful Portfolio Analysis!

Reporting the complicated data in most simple way is our expertise, get equity holding, sector exposure, debt paper qualities, fund type wise pie chart, goal allocations, family member wise exposure, SIPs, Capital Gain, What If Scenario of your investor in few clicks.

Online ATM – It’s a wallet give returns like FD!

Your clients keep money idle in bank a/c, this money can be channelized in liquid fund with Insta Redemption Feature and when every client need, Online ATM gives facility to withdraw a maximum of Rs.50,000 or 90% of invested amount within 30 minutes to bank account.

Portfolio Re-Balancing with BSE & NSE Integration!

Our Portfolio Re-Balancing feature in Mutual Fund Software allows you to book profit at pick and invest at bottom by just a click, the modules is integrated with BSE & NSE, so that the switch order can be placed directly from Rebalancing report, this product engineering a portfolio can be more profitable and less risky.

Strategies offered in our platform:
  1. Fixed Time Interval based rebalancing.
  2. Percentage change based rebalancing.

Goal Tracker – Embedded with BSE/NSE.

Investments cycle revolved around FEAR, GREED & HOPE, we added LOVE.

Our Goal Tracker allow advisor to customize the Goal tacking report by adding investor’s family & kids photos with the report.

Advisor can Map all Assets with the Goal & in case of any deficit the advisor can place future orders of mutual funds via BSE/NSE from the Goal Tracker.

Financial Planning – Generate 40 pages Professional Financial Plans in minutes.

The best Mutual Fund Software in India that Generate complete financial plans with Insurance need analysis, post retirement cash flow, Goal report with client’s photo, Asset Allocation recommendations, Net worth analysis, solvency ratio and many more.

Video KYC – Instant KYC from Anywhere.

Instant full video KYC by invitation link for clients present in any part of the world.

Research Tools

Mutual Fund Software for Distributors allows conducting research through Model Portfolio, Funds Factsheet, SIP/STP/SWP Past performance Calculator, Human life Value Calculator, SIP Calculator, Loan EMI Calculator, FD Calculator, Child Marriage planning Calculator, Child Education Planning Calculator, Retirement Planning Calculator, Dividend History, Latest & Historical NAV Watch, Income Tax Calculator, SIP Delay Cost calculator

Advisor X

Advisor Dashboard
Advisor Invest Online
Reports On Whatsapp
Advisor Portfolio Analysis
Advisor Research Desk
Advisor Goal Tracker

Investors App

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