The Best Wealth Management Software In India?

Written by admin on December 6th, 2010

Wealth eoffice is a complete Wealth Management support system integrating all Products like Mutual Fund, Life Insurance, General Insurance, Post Office, Fixed Deposit, KVP, RBI Bond in a single portfolio, the good part in the software is every client based report is connected to SMS gateway which keep the client up to date by regular alerts. The Software is 100% web based, it give you and your client the freedom to access the system from any part of the world. To provide a paperless and fully centrally investment management environment for IFA and his/her clients is the vision with which Wealth E-Office is been made.

Specialty of the software.

1. Only Software in India builds according to current No Entry Load scenario.
2. Fee based model increase your earnings & technology keeps you ahead of competition.
3. All financial products in a single portfolio, helps you to become a true “Wealth Manager”.
4. This software has capacity to handle your AUM of Rs.3000 Cr & 1 Lakh plus Clients.
5. Each client gets separate account login to check net worth online.
6. Automatic SMS Alerts to client, it can be set by you and Clients.
7. 100% online, you can access from anywhere, any time.

Key Features in Wealth E-Office

Features in Client/Investor desk called e-portfolio

A Common Platform for Mutual Fund/FD/PO & Life & Non-Life insurance.
Wealth E-Office generate a Tension Free account called e-portfolio for your clients which manage without any hassle all of investments in All Mutual Fund Schemes (routed through you), Fixed Income Instruments with include – Bank Deposits, Company Fixed Deposits, Bonds, Debentures, PPF, Debentures, NSS, Postal Savings, Life & Non Life Insurance with excellent graphically represented reports.

Reports for Your Clients: The clients will get following Reports in e-portfolio:-

1. Consolidated Wealth Allocation Report
2. Current Valuation Report
3. Capital Gain/Loss Report
4. Interest Income Report
5. Mutual Fund performance Report
6. Mutual Fund Transaction Report
7. FD Maturity Report
8. Life & Non life Insurance premium due report
9. Pop-up Reminder for SIP, Insurance and FDs.

The clients will get following SMS,Email & PopUp Alerts in e-portfolio:-

1. Monthly MF valuation alert
2. Dividend earned alert
3. SIP Due Intimation alert
4. SIP Expiry Intimation alert
5. Alert by Targeted NAV/Valuation/Returns
6. Life insurance Premium Due alert
7. Policy maturity alert
8. Vehicle insurance premium due alert
9. Health Insurance premium due alert
10. Other alerts like FD, PO maturity alerts
11. Client Birthday & Anniversary Wishes

SMS ‘WMS’ on 9302980808

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