Mutual Fund Software

Wealth e-Office

The first independent wealth management system specialized in mutual fund software for distributors in india, which composed of consolidation and automation through cloud technology.

The exciting features of Wealth eOffice are our USP.

• Automatic uploading of transaction files, SIP, NAV and folio master files.

• Perform online mutual funds transactions in just 30 seconds

• Advanced Goal Tracker with investor’s Family members photo with Goals.

• Prompts regular alerts to clients through emails and SMS.

• Lead generation feature that is a ultimate booster of your business expansion.

• Besides, being technologically advanced, the wealth management software is equally user friendly with best after-sale assistance.

Online KYC

Robo Advisor

An AI based Robo Advisory Platform that instantly on-board new clients in the business from any place and is the robust back office Mutual Fund Software for IFA.

• 100% Paperless Investor Onboarding!

• Video KYC Integrated Process!

• Start SIP in 5 Minutes!

• Investment Tracking & Goal Mapping!

• Transform your business to a FinTech!

Portfolio

Personalized App

Our Mutual Fund mobile App allows distributors to control the entire business from their Smartphone and connects with the clients to deliver simplified services.

• Buy, Sell, SIP, switch mutual funds within few clicks.

• Track investment portfolio with daily autoupdate of NAV and dividends.

• Embadded GOAL GPS modules to link your investments with your life's goal to give a real time picture of achievement.

• Easy update and tracking of Wealth portfolio including insurance and FD.

• Get research & calculators to estimate your investments.

• Get update of previous transactions and upcoming transactions.

• And many more exciting features which are need of every investor.

Financial Tools

Financial Websites

Increase your business visibility by creating online presence with International Quality Financial Website including more than 20 Financial Calculators get integrated with your Mutual Fund Software for Distributors.

• High quality websites with trendy interactive infographics, are bunched of upto 15 dynamic web-pages.

• A dedicated page features online mutual fund buying service that lets you buy mutual funds for different AMCs.

• The facility of upto 20+ financial planning calculators which are also visible to visitors of the website and keep them engaged.

• Appealing corporate style logo designs.

• Our technologically robust financial planning software cum mutual fund software functions at the backend.

• You can also lease website space for advertisements and avail one of the popular sources of extra earning from internet.

Market Updates

BSE/NSE Online Integration

Get best Mutual Fund Software in India integrated with secured online transaction portal such as NSE NMFII or BSE StarMF to place transactions instantly from anywhere.

• Get Integrated with prominent online transaction portal such as NSE NMFII or BSE StarMF.

• Online transaction facility for Purchase/Switch/Redemption

• Multiple transactions through single fund transfer.

• Multiple modes to make payment i.e. cheque, net banking, RTGS/NEFT, debit card.

• Demat as well as non demat transactions facilitated through the platform.

• Real time tracking of order status.

• Facility of SIP/SWP/STP available on the platform.