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User Profile
This user is registered with Cootera.com and has listed an authentic classified on Cootera.
vally
vallysu
Address
Twin Star Building, Saket Square
Indore, Madya Pradesh, India, 452001
Indore, Madya Pradesh, India, 452001
Contact Details
8889911223
Classifieds posted by
vally
vallysu
…
Wealth E-office let an advisor tracks business data and so it becomes easier for us to generate various different types of reports for you. The AUM growth report in this mutual fund software for IFA is an example of one such report which can help you track your business (AUM) growth. This report let you compare and see how the business has performed over a period of time.
Category:Investment
Indore
Posted on Jul 31, 2019
178 views
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With Wealth E office an advisor can get a one-stop solution to handle everything from transaction punching through Invest Online platform in this mutual fund software and all the way through payment and fulfillment. We can provide a full overview of the transaction process and give controlled access to every advisor.
Category:Investment
Indore
Posted on Jul 30, 2019
189 views
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Exporting facility means a lot for an advisor. This is the mutual fund software for distributors which is well equipped with easy exporting techniques. An advisor can create PDF as well as XLS export . They can also send reports will mail to clients .
Category:Investment
Indore
Posted on Jul 30, 2019
227 views
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An advisor will be able to meet specific business needs by using this fully customizable white-label wealth management technology used in this mutual fund software. Wealth E office covers a full range of assets and products including Stocks, Commodities, Life insurance etc.
Category:Investment
Indore
Posted on Jul 29, 2019
205 views
How is the Financial Planning tool of this Mutual Fund software different from the other softwares ?
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We have integrated a Financial planning tool in this mutual fund software. This report is an outcome consisting of lower expense ratio required to generate a goal for investors within a very less time. After goal creation an advisor can map funds into it and track it to check the status of the same.
Category:Investment
Indore
Posted on Jul 27, 2019
195 views
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Wealth E-office provides consistent and accurate results based on validation rules defined and manages your huge data flows in real time. The highly accurate reporting of this mutual fund software for IFA builds up the confidence of the advisors and strengthen their relationships with their clients.
Category:Investment
Indore
Posted on Jul 25, 2019
157 views
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To handle all the wealth management processes , there is a need of a smooth platform which is user friendly enough to manage the daily work flows. Our mutual fund software for distributors is a simple and intuitive wealth management platform using which you can experience a user friendly interface and can work quickly.
Category:Investment
Indore
Posted on Jul 24, 2019
165 views
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Wealth E-office consolidates all investments automatically, which enable Investors & their advisors to monitor the performance of their investments through a single login with just a few clicks across all devices in this mutual fund software for IFA, accessible from anywhere, anytime.
Category:Investment
Indore
Posted on Jul 24, 2019
195 views
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Wealth E-office offers intelligent, value-added reports like transaction reports, AUM report , valuation report, annualized returns, capital gains and advanced charts that enable smarter investment decisions. Through this mutual fund software in India financial advisors and investors can also compare their portfolio with different indices to get a view of their diversified investments and risk profiling.
Category:Investment
Indore
Posted on Jul 23, 2019
157 views
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It is the best mutual fund software for IFA which is equipped with various Research tools and calculators and makes easy for an advisor to provide right advise to his clients and leads to better decision making, productivity and stronger review process.
Category:Investment
Indore
Posted on Jul 22, 2019
171 views
