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"First time in India, A Wealth Management Software @ Affordable Price"
Wealth E-Office 18.104.22.168 is a complete Wealth Management support system integrating all Products like
Mutual Funds, All Life Insurance,All General Insurance, Post Office,All Fixed Deposit, KVP, RBI Bond in a single Software.
Key Features of Software:
1. A Perfect Billing System to charge Fee from clients on Mutual Fund Transactions .
2. Not only Mutual Fund Management but All financial products in a single portfolio, helps to become a true "Wealth Manager".
3. Software that have Maximum capacity of handling AUM of Rs.3000 Cr & 1 Lakh plus Clients.
4. Online Portfolio Login to every client to check net worth online.
5. Automatic SMS of Mutual Fund Valuations, LI & GI Renewals, PO & FD Maturities on Client's Mobile.
6. 100% online, access from anywhere, any time.
7. Inbuilt 'Business Expansion Module' which generates leads from existing clients.