With the changing era the method of conducting business even changes and makes smarter way of managing firm.

The platform is formed to helps advisors in managing multiple portfolios of several clients at a time and also to deliver service to each client on time.

The ability to identify future possibilities of the investments gives the power to advisors in ascertaining the future values of investment.

With the help of the tool the advisors can easily handle the subsidiary task and can focus on the primary functions of the business.

The operations of the advisor business become easy to operate and allow them to deal with any number of clients.

As the investors make purchases in shares of different company as to acquire ownership of certain percentage that yields lucrative returns.

The detail of dividend is made available as to check the past performance of the schemes based in which future investment related decision is made. The Mutual fund software delivers accurate information of dividend.

The formation of goals is essential as it gives purpose to the clients of the advisor which induces them to continue the investments.

The facility of schedule alert and target alert helps advisors to notify the clients regarding status of their investment.

With the introduction of the platform the competition among advisors is increased and only through.

The portal comes with predefine goals and the facility to form customized goals is also available which makes the goals more realistic.

The advisors get the facility to manage the event as the birthdays, anniversaries and special days of the investors.

With the ongoing uncertain scenarios around the globe, continuing the business is one of the challenging tasks that also affected the survival of the many firms. Only those advisors stood up strongly in the hard time those who already prepared to deal wit...

The facility is allotted in the platform as to for advisors to manage those funds of existing clients invested under the guidance of other advisors.

Wealth Elite is India's top Mutual Fund Software for Distributors and IFA, Integration with BSE & NSE, Multiple Assets, and inbuilt Video KYC & Online ATM.