Personal Information
Organization / Workplace
Mumbai India
Occupation
Financial Planning and Wealth Management software
Industry
Finance / Banking / Insurance
About
WealthPlanned! is a complete wealth management solution that combines sophisticated financial planning functionality with execution management, accounting and reporting. It supports all kinds of wealth advisory business models: PMS and non-PMS, Discretionary and Non-Discretionary, Advisory and Executionary. WealthPlanned!’s workflow complies with the 6-steps of Financial Planning methodology recommended by the Financial Planning Standards Board. Wealthplanned! is part of CMC Ltd.’s solutions suite for the entire Capital Market’s requirements.
Tags
wealth management
financial planning
cmc
depository
capital market
portfolio management
wealthplanned
brokerages
kra
sebi
cloud software
software
broker
capital market solutions
financial planning standards board
hni
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