Features
White Labeled
If Financial advisor’s website URL is www.yourdomain.com, the software will be operating on the same URL the inside report URL will be look like www.yourdomain.com/MFPortfolio.
Multi Assets
The Best part is all this assets can be link with investor’s Goal financial planning to track the progress and achievements.
Portfolio Analysis
Changing mindsets to accept failure as a positive force.
"Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research."
Online ATM – It’s a wallet give returns like FD!
Your clients keep money idle in bank a/c, this money can be channelized in liquid fund with Insta Redemption Feature and when every client need, Online ATM gives facility to withdraw a maximum of Rs.50,000 or 90% of invested amount within 30 minutes to bank account.
Portfolio Re-Balancing with BSE & NSE Integration!
Our Portfolio Re-Balancing feature in Mutual Fund Software allows you to book profit at pick and invest at bottom by just a click, the modules is integrated with BSE & NSE, so that the switch order can be placed directly from Rebalancing report, this product engineering a portfolio can be more profitable and less risky.
