Wealth Management Software / mutual fund software
About Wealth E-Office 2.0.1.1/n Wealth E-Office 2.0.1.1 is a well known software tool among Wealth Management Firm and IFAs. It is a complete Wealth Management support system integrating all Products like Mutual Fund, Life Insurance, General Insurance, Post Office, 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 2.0.1.1 is been made/n /nSpecialty of the software./n 1. Only Software in India builds according to current No Entry Load scenario./n2. Fee based model increase your earnings & technology keeps you ahead of competition./n3. All financial products in a single portfolio, helps you to become a true "Wealth Manager"./n4. This software has capacity to handle your AUM of Rs.3000 Cr & 1 Lakh plus Clients./n5. Each client gets separate account login to check net worth online./n6. Automatic SMS Alerts to client, it can be set by you and Clients./n7. 100% online, you can access from anywhere, any time.
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