Wealth Elite is a newly upgraded version of the mutual fund software adding values to the advisors business with advance solutions, aiming to generate consistent results for the firm.

Eye catching areas:

•Promote your business with White Labeling at no extra cost.

•Embedded Portfolio Rebalancing for optimum utilization of funds.

•Deliver high interest to clients on their surplus funds via Online ATM.

•One way client centered verification process through Video KYC.

•Get comprehensive Financial Planning within friction of seconds at single click.

•Complex investment calculations into simplified figures.

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Key Features

• Virtual Dealings

Deal with your clients anytime regardless of the location barrier and enjoy the transparency throughout the process of transaction.

• Bulk Portfolios

Portfolios with massive investments are no more risky to handle when you have the right tool to deal with market fluctuations and uncertainty.

• Business performance

Witness your own business progress since the adoption of multi featured wealth management platform.

• Leads

Acquiring consistent leads for the business doesn’t seem more complex issue rather became an interesting opportunity for advisors.

• User Friendly

Navigating the financial tool is more fun than ever before, enjoy the smooth experience and attractive interface of the mutual fund software.

• Unlock the amenities

Get excited features within one platform to deal with unlimited number of investors and be a part of growing industry.

White Labeling-

White Labeling assists you in representing your brand name and logo on the Mutual Fund Software rather than developing company which seems that your firm itself developed the portal for conducting business operations.

•URL based white labeling represents advisor’s firm domain on the software.

•Theme based labeling provides similar look to software like advisors website.

•No external links are displayed on the software.

•Improves brand image of your business.

•Reduce marketing cost and no need to adopt multiple strategies for brand promotion.

•Saves your time and efforts.

Video KYC-

Video KYC is a digital form of collecting information and verifying identity of investors through remote location by accessing the Mutual Fund Software. Such process does not involve direct interaction amid the advisors and investors.

•Paperless collection of investor’s information in a scanned format.

•Facility to invite prospective clients through sharing link without providing portal access.

•Check KYC status whether approved or pending.

•Investors don’t need to visit any center for verification.

•User centered simplified portal for submitting KYC.

•Quick verification within less time.

Online ATM-

Online ATM is a new source of parking surplus funds of your clients that facilitates in accruing high interest rates over the deposits of a bank account.

•Deliver high returns in comparison of savings account.

•Facility of immediate redemption of funds directly to the bank account.

•Easy invitation to clients for introducing deposits.

•Attract prospective clients through particular feature.

•Assist your investors in maintaining liquidity.

Goal GPS-

Goal GPS facilitates to form clients purpose of investment to define accurate financial planning for achieving expected returns on invested funds.

•Form multiple goals at a time or even personalize goals.

•Allocate multiple assets to fulfill investor’s goals.

•Consistent tracking of funds is possible.

•Provision of additional investment to overcome shortfalls.

•Present target achievability and pending status.