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…
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Choose the best products
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Get more time for sales
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Get more depth in the business
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Grow your customer base much faster
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Grow your business in a more effective manner
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Monitor your client’s portfolio and performance timely
Emphasizes on efficient customer service and better operations management for Hospitals,including Stock, Wards, Equipment Complaints. Cure manages all..
Patient history, Prescription, Billing, Consultation, Resource scheduling its all here..
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