Wealth eoffice- Wealth Management Software/ multi asset management software / mutual funds software
Added: (Sun Jun 13 2010)
Pressbox (Press Release) -
GET FREE DEMO
Wealth eoffice is a complete Wealth Management support system integrating all Products like Mutual Fund, Life Insurance, General Insurance, Fixed Deposit, KVP, RBI Bond in a single portfolio, the good part in the software is every client based report is connected to SMS gateway which keep the client up to date by regular alerts. The Software is 100% web based, it give you and your client the freedom to access the system from any part of the world. To provide a paperless and fully centrally investment management
environment for IFA and his/her clients is the vision with which Wealth E-Office 220.127.116.11 is been made.
Specialty of the software.
1. Only Software in India builds according to current No Entry Load scenario.
2. Fee based model increase your earnings & technology keeps you ahead of competition.
3. All financial products in a single portfolio, helps you to become a true "Wealth Manager".
4. This software has capacity to handle your AUM of Rs.3000 Cr & 1 Lakh plus Clients.
5. Each client gets separate account
login to check net worth online.
6. Automatic SMS Alerts to client, it can be set by you and Clients.