Wealth E-Office is a well-known company for its high-tech and revolutionary Wealth Management Software. It is capable of building strong links between high-tech machines and humans, and allowing them to grow their mutual fund advisory firms. Online availability is essential for business success. A complete online Soft-Gizmo combines both Financial Planning Software with Mutual Fund Software. This software provides a solution to many of the challenges financial advisors face in their profession. Wealth E-office has a variety of useful and reliable features that can be used to aid advisors.
Wealth E-office is a trusted and advanced Wealth Management Software that offers:
Automated updating of SIP and NAV transactions and folio master file.
You can perform any online transaction related to the mutual funds in under 30 seconds.
It includes an advanced-tech goal tracker.
It is user-friendly and provides the best after-sales service.
Alerts clients and advisors via email and SMS.
It helps you generate leads and increase your client base.
Complete online accessibility
Perfect multi-asset platform for managing your assets. It provides extensive financial planning and generates a comprehensive financial plan in a short time.
Also available as a mobile app
The Mutual Fund software will guide you to success by giving you the right vision of your business and the investment position of your investor. Your software is the foundation of your advisory business. But what if it fails suddenly? This could be dangerous and frightening. You can avoid this from happening by choosing the right software that is safe enough to protect your business in case of emergency. You won’t be able to manage all of your clients’ portfolios without the right software. This isn’t the time to only manage a few investors portfolios, it’s the time to make extra money, so you may have to manage portfolios of hundreds or thousands of investors.
