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.
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.
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.
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.
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.
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.
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.
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.
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.
Instant full video KYC by invitation link for clients present in any part of the world.
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
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.
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.
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.
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.
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.
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.
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.
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.
Instant full video KYC by invitation link for clients present in any part of the world.
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
Get AUM & SIP trends of the last 4 months on your dashboard with a recent purchase, redemption, rejected transactions, new SIPs, and upcoming business reports.
Advisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor.
Advisor gets the capability of sending various reports like Valuation, Capital Gain, Transactions & FY wise transaction on whatsapp in a few clicks!
Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns, Profitability of portfolio on go, send portfolio report to clients on Whatsapp!
Searching for best SIP or top ELSS funds was never so easy, get various NAV Based calculators and income tax estimator only on Advisor X!
Track Goal achievements of the client with required return and current return via Mutual Fund Software for IFA comparison mapped and additional required investments!
Get AUM & SIP trends of the last 4 months on your dashboard with a recent purchase, redemption, rejected transactions, new SIPs, and upcoming business reports.
Advisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor.
Advisor gets the capability of sending various reports like Valuation, Capital Gain, Transactions & FY wise transaction on whatsapp in a few clicks!
Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns, Profitability of portfolio on go, send portfolio report to clients on Whatsapp!
Searching for best SIP or top ELSS funds was never so easy, get various NAV Based calculators and income tax estimator only on Advisor X!
Track Goal achievements of the client with required return and current return via Mutual Fund Software for IFA comparison mapped and additional required investments!
We made the investment reports very easy, all the key data you can view in a glance.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Exclusively designed feature to earn extra returns on idle money you kept in saving account, Instant invest & Instant withdrawn.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.
We made the investment reports very easy, all the key data you can view in a glance.
We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.
Exclusively designed feature to earn extra returns on idle money you kept in saving account, Instant invest & Instant withdrawn.
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.
Invest in well researched cherry-picked perfectly balanced portfolio.
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