An easy-to-read, interesting, grouped list of features of WealthPlanned, the financial planning and wealth management solution from CMC Ltd., India's first integrated software in its category, on a technologically contemporary platform, browser-based by design, not by a pseudo-wrapper over an old legacy system!

1. An Integrated Financial Planning and
Wealth Management solution for Wealth
Advisory companies and institutions
WealthPlanned from CMC Ltd. is the first wealth management solution
that integrates sophisticated Financial Planning with Order Execution,
Management and Reporting.
Crafted by
The following is a list of CMC’s comprehensive features.
TM i
WealthPlanned Features
India’s first integrated Financial I. General
Planning and Wealth Management  Integrated Financial Planning 
 6-step Financial Planning as per FPSB 
solution
 Other Capital Market solutions like Broker, DP, 
Lending, etc.
 Fully Browser based system 
 Maker – Checker with Value based Authorization 
 Work Flow Coming
 Prospecting for potential clients Coming
 On-cloud solutions Coming
 Managed Services (ITES) 
Contd…
WealthPlanned! features Page 1

2. II. Client Management
 Client Information 
 Client Category – Individual, FII, NRI/NRE, 
Corporate body.
 Client Type – Discretionary, Non - Discretionary, 
Advisory, Execution only
 Family Grouping and General grouping 
 KYC Document management and Document 
Checklist
 Client Risk Definition 
 Client Demat a/c, Broking a/c and Bank a/c Coming
 Document Scanning & Archive Coming
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III. Financial Planning
 Risk Profiling 
 Comprehensive Financial Plan Generation 
 Investment Review 
 Plan Review Process 
 Insurance Need Analysis & Review 
 Document Creation in PDF/Word/HTML/EXL 
 Invoicing 
 Dynamic creation of portfolio based on asset 
allocation
 Build multiple portfolios on different asset 
allocation templates WealthPlanned’s Financial
 Automatic creation of order/instructions for  Planning is based on the “Six
purchase/sell steps of Financial Planning”
 Make your own Plan Documents and include look 
methodology recommended by
and feel of your plans
the international Financial
 multiple research templates based on 
segmentation of clients Planning Standards Board (FPSB)
 Incorporate multiple investment solutions to offer 
alternatives
 Goal Based Financial Planning 
 Capturing Income Expenditure & Cash Flow 
Analysis
 Investment Plan Builder 
 Regular Saving Plan 
 Integration with MS Outlook Exchange 
 Multi-lingual (Hindi plus some other) 
IV. Research Data
 Model Asset Allocation Templates based on Risk 
Profile and Age profile.
 Design of various Model Portfolio Templates. 
 Periodic Review of Model Portfolio Templates. 
 Update and Track Market View of the Securities. 
 Import of research data on Model portfolio Coming
templates.
 Import of research Market view of the Securities. Coming
WealthPlanned! features Page 2

3. CMC Ltd.’s solutions suite
for the Capital Market
V. Portfolio Management
 Cash & Security Corpus Inward of client 
 Client Asset Allocation – based on Model Asset allocation 
 Client Portfolio Design – based on Model Portfolio 
 Balance Client corpus against Portfolio design 
 Periodic review of Client portfolio 
 Rebalancing of client portfolio 
 Client consultation with documentation Coming
 Automated order generations Coming
 Security Ledger 
 Portfolio view by family & Individual 
VI. Order Management
 Order Entry – Equity & Mutual fund 
 Order export to Brokers and RTAs(MF) 
 Import of Trade file & Contract notes 
 Import of RTA allocation file for MF Coming
 Manual Entry option for contract notes 
 Manual Entry option for MF allocation 
VII. Corporate Actions
 Import of CA announcements 
 Alerts to RMs and Clients of CA dates Coming
 Overdue alerts of CA to clients and RMs Coming
 Import of DP and Bank Statements to reconcile CA – Bonus, 
Dividend, Interest pay-outs
 Manual Entry option for CA – Bonus, Dividend ,Rights 
VIII. Pooled - Discretionary
 Multiple PMS Schemes with a Portfolio of Securities 
 Fund Manager of each PMS scheme 
 Separate Broking & Demat A/c for every PMS Scheme – 
Pooled Accounts
 Blocked Buy/Sell orders for a Scheme 
 Allocation of Securities to the client Demat a/c Coming
 Review Scheme based research Coming
 Rebalancing Scheme & Oder generation Coming
WealthPlanned! features Page 3

4. IX. Billing
 Multiple Billing Schemes 
 Asset Mgmt fees, Profit Sharing, Entry Load, Exit 
Load
 Optional transaction based billing  CONTACT
 Flexible Billing Frequency 
Email:
wealthplanned@cmcltd.com
X. Revenue Aggregation
 Website:
 Define Commissions on various MF Schemes and
www.cmcltd.com/products/wealthplanned.htm
FI instruments
 Define Commissions on Brokerages on Stocks  linkedin:
 Calculate Commissions; updating Ledger account. Coming http://in.linkedin.com/in/wealthplanned
 Receipt of commissions; follow-up with agencies. Coming
twitter:
@wealthplanned
XI. Dash Boards
 Asset under Management – by Branch, RM, Family Coming Facebook:
wealthplanned!
and Individual
 Deviation Report for an account Coming
CALL RAVI: +91 80802-74490
 Revenue by Branch, RM, Family, Account Coming
 Revenue aggregation by Asset class, by Coming
Instruments – Stock, MF, Bonds
XII. Reports
 Performance report 
 Short term and Long term Capital gains. 
 Client transaction details 
 Client Listing 
 Monthly Commissions Asset class wise 
 Billing Summary Report 
 Client Profit and Loss 
 Asset under Management Coming
 Deviation Report for any individual Coming
 CA announcements Coming
 CA Overdue Coming
XIII. Master Data
 Exchange Scrip master 
 Mutual fund master 
 Daily price files and NAVs 
 Debt types and Debt Schemes 
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WealthPlanned is the Trademark of CMC Ltd.
ii TM
Financial Planning powered by OMNIMax . OMNIMax is the trademark of OMNIMax Software Solutions Ltd., New Zealand
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