Wealth E-Office is well known as the secure high technology and the great revolutionary Wealth Management Software which contain the advanced tools, which is capable of ensuring the surprising growth of any advisory firm of mutual fund and building a strong link between the human and high-tech machines. Nowadays online availability is most important for any business success, and a complete online Soft-Gizmo is a perfect combination of Financial Planning Software and Mutual Fund Software. Financial advisors have to face many challenges in his profession and this software is a complete and sure answer for those challenges. No matter if it's auto uploading files directly from Registrar, performing the online investment transaction, managing bunch of client’s portfolios and track the goal of investor, Wealth E-office contains a set of reliable and helpful features to assist advisors and lighten their work.
Wealth E-office, a trustworthy of advance featured Wealth Management Software has: -
- Automatic updating of SIP, NAV, transactions, and folio master files.
- Capable of performing any online transactions related to the mutual fund in 30 seconds.
- Contains an advanced-tech goal tracker.
- User-friendly and offers the best assistance after-sale service.
- Works as an alert with alerting advisor and clients through email and SMS.
- Generate leads and helps you to increase the client base.
- Provide complete accessibility of online.
- A perfect multi-asset management platform that possesses the extensive financial planning and generates a complete financial plan in the little time.
- Available as Mobile App too.