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Wealth eoffice is a one of the popular wealth management web based Software for financial planners & Wealth management Institutions, having more than 72000 online portfolio users, developed by ISO 9001:2008 Certified Company under advisory/consultation of Wealth managers/ CFPs/ CAs/Financial Advisors having combine work experience of more than 100 years. Please find attached Presentation for the same.
Wealth E-Office 220.127.116.11 is a complete Wealth Management Support System integrating all Products like
All Mutual Funds, Equity, All Life Insurance, All General Insurance, Equity, Post Office, All Fixed Deposit, KVP, RBI Bond in a single Software.
Key Features of Software & Benefits:
1. Not only Mutual Fund Management but All financial products in a single portfolio, helps to become a true "Wealth Manager".
2. Software that have capacity of handling AUM of 3000 Cr & 1 Lakh plus Clients for IFA.
3. Online Portfolio Login to every client to check net worth online.
4. Automatic SMS of Mutual Fund Valuations, LI & GI Renewals, PO & FD Maturities on Client's Mobile.
5. 100% online, access from anywhere, any time.
6. Inbuilt 'Business Expansion Module' which generates leads from existing clients.