wealth eoffice structure
Wealth E-Office 2 . 0 . 1 . 1 is a well known wealth management software/ multi asset management software tool among Wealth Management Firm and IFAs. It 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.
Why Wealth E-Office ?
No Entry Load Scenario
First wealth management Software in India builds according to 'No Entry Load' scenario.
Billing System
Billing System & Fee based model increase your earnings.
All in one
Multiple products like LIC,GI,MF,FD, Bonds etc. in a single portfolio, makes you a true 'Wealth Manager'.
Unique Capacity
This software have capacity to handle AUM of Rs.3000 Cr & 1 Lakh plus Clients.
Unique Features
SMS Current Valuation, Premium due, FD maturity, Birthday & Anniversary to Client.
Globally Accesible
100% web based, Freedom to access your e-office from anywhere in the world.
Advantages of Wealth E-Office
Data Management
Direct Upload from Registrar (CAMS, Karvy & Templeton) mail back files for Mutual Fund.
Facility of Entering data of Life & Non Life Insurance, Bank FD, Debenture etc.
The date of last time transaction & NAV file uploaded will be mentioned on wizard.
Auto-creation of SIP/STP/SWP transactions from their masters. No entry required.
Back Office Management
Inward Transaction Report
AUM Report by Client/Scheme/
Outward Transaction Report
Reversal Transactions
All Transaction Report
Client Address Book
Client's Portfolio in profit/Loss
Set MF Alerts by Returns/NAV/
MF Folio Master: View joint holders Names, Application No., Cheque No., PAN No., Bank & BranchDetails, Mode of holding, Nominee name.
Client Portfolio Reports
Wealth Valuation Report
SIP Due Intimation
Portfolio Gain/Loss Statement
SIP/SWP/STP Renewal Reminder
Scheme Wise portfolio Exposure
Life Insurance Premium due Calendar
Asset wise Portfolio Exposure
General Insurance Premium due alert
Consolidated Insurance & Investment Chart
Download Section
Billing System
Generates bills.
Tracking of Upfront fees & Trail/ fund management fees that you charge & receive from clients.
Reports to keep you posted on the fees earned and outstanding.
Auto-creation of SIP/STP/SWP transactions from their masters. No entry required.
Download Center
All Common application Forms
Common Transaction Form for Switch/Redemption/
KYC Form for Individual & Non-Individual
PAN Card Registration Form
MICR Codes of all banks in India
PAN Card Correction Form
Bulk SMS Module
Send Bulk SMS to thousands of clients on a single click from software SMS panel.
Your Brand Name: Build your own brand by sending SMS with you company name for example
"TM-AGK Fund" will be appear on your client mobile, Also get acknowledgement of you SMS online.
this facility can be use for sending funds performance, NAVs, NFO Details/Alert, Dividend Alerts Etc.
wealth management software
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