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Wealth Advisor
The Wealth Advisor is a complete solution for managing the operations of distributors of mutual funds and other third party products. IIt enables a smooth and effective management of distributors operations by taking care of the entire process flow , beginning with the diagnosis of customers/ goal identification, suggesting proper asset allocation through different portfolio categories, complete tracking of all transactions (through unique client code only), calculation of brokerage and commissions in each transaction (only on card rate basis) for the updated knowledge of earned revenue. It captures complete information about 30 AMCs and 2700 schemes & lots more…
Choose the best products
Get more time for sales
Get more depth in the business
Grow your customer base much faster
Grow your business in a more effective manner
Monitor your client’s portfolio and performance timely
Target Segment
Finance consultants dealing with mutual funds
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