Leading Mutual Fund Software Platform

100% White Labeled Solution

Generate Trust and Confidence amongst Customers

Trust will be generated when all the platforms including software, mobile apps, and website using which clients get onboarded or make investments will have one single URL. Wealth Elite Offers 100% White Labeled Solution, if your website’s URL is www.yourdomain.com, the software will also operate on the same URL.

Moreover, the software’s color theme will be the same as that of the website and matched with the Logo design, or MFD can customize it. So that when the Investor navigates from the website to the backend software it will be a smooth transition and enjoys the same branding.

Multi-Asset

Birds Eye View for 20+ Assets

Retain clients using a single window to manage all the major asset classes. Remain well-informed about clients’ entire portfolios, take better decisions, and make efficient financial plans. Apart from Mutual Funds, manage clients’ investments in Insurance, Indian and US Equity, FD, Gold, NPS, Bonds, PPF, PMS, and investment in Real Estate. Link all these assets with clients’ goal planning to track their progress and achievements.

Powerful Portfolio Analysis

Simplified & Automated Reporting

Track investors and their portfolios with bifurcated reports available like equity holding report to return report (XIRR, CAGR) and P&L report to capital gain report. Generate in-depth 40+ types of reports and also a What If Scenario of your investor in a few clicks. The software generates highly visualized reports, which are super easy to read and understand. Overall, investors will get clear and accurate data about their investments.

Online ATM

Liquidity of Savings - Returns of FDs!

Become a game changer in Indian Investing Industry by motivating crores of new and untouchable investors that keep money idle in bank depositors, to start investing in liquid funds with Insta Redemption Feature. With Online ATM investors can withdraw Rs.50000 or 90% of invested amount (whichever is smaller) within 30 minutes to their bank account.

Portfolio Rebalancing

Product Engineering Solution

Offer unique services to your customers and stand out from the heavy competition. Set targets based on clients’ risk profiles and invest proportionately in equity and debt to reduce risk and optimize returns. Send auto email alerts to investors and MFDs in case there is any target fluctuation and adjust asset allocation with a single click as per the specific investment policy. Integration with BSE & NSE offers to place switch orders directly from the Rebalancing report.

Strategies offered in our platform

1. Fixed Time Interval based rebalancing
2. Percentage change-based rebalancing

Goal GPS

Give your investors a vision for their future

Simulate the future goals of clients and slow down their redemptions with Goal GPS. Place future orders of MF investments via BSE/NSE and send auto alerts to clients. Customize clients’ goal tracker and personalize goal tracking reports by adding their family photographs.

Financial Planning

Plan Today, Secure Tomorrow

Help customers maximize their financial resources through a systematic approach. Offer a complete Financial Plan by identifying clients’ goals, future objectives, existing assets, and their financial problems and liabilities. Map future financial goals with investor’s financial health and generates Goal Based Reporting (with their photos), including Insurance Need Analysis, Post Retirement Cash Flows, Asset Allocation Recommendations, Net Worth Analysis, Auto-Ratio Calculations, etc.

Video KYC

Paperless, Seamless, and Digital

1. Instant Full Video-based KYC by invitation link for clients present in any part of the world.
2. Video verification is much safer than traditional KYC.
3. Complete KYC process remotely.
4. No need to physically visit MFD’s office.
5. Saves valuable time: The entire process takes a few minutes.
6. More accuracy than manual KYC.

Research Tools

Wide-Ranging Research Tools for Better Financial Planning

1. The Research Tools are used for better Financial Planning.
2. Conduct research through Model Portfolio, Funds Factsheet, and a wide range of financial and investing calculators.
3. Meet current and future financial goals with Research Tools.
4. Create structured and sound financial plans.

Online Transactions

Saves Time: Time is Money

Place instant transactions from anywhere, anytime through secured online transaction portal such as NSE NMFII or BSE StarMF.

Bulk Client Onboarding: Welcomes a large number of investors at the same time with no additional formalities and without any heavy documentation.

Bulk Transactions: No limits on performing (buy, sale, and switch) transactions to experience the highest rate of market returns.

Sort AMCs: Choose and categorize the top AMCs as per clients’ needs to encourage them for investing in the recommended schemes.