Products & Services

Best Mutual Fund Software for Distributors in India

Manual preparation of data is a time consuming and costly process along with the process is not capable to deal with numerous clients which reduce the effectiveness of business. Thus, Mutual fund software for distributors in India seems best to manage the information at digital platform.

GET QUOTE

---

About Wealth Elite in , Indore

The Future Of

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.

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.