Wealth EOffice
Deployment
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Overview
About Wealth EOffice
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.
At a glance
Software information
Industries served, licensing and the support Wealth EOffice provides.
Licensing
- Quote Based
Support
- Phone
- Live Chat
- Online (Ticket)
Training
- Help Guides
- Video Guides
- Blogs
- Webinars
Knowledge Base
- Help Guides
- Video Guides
- Blogs
- Webinars
Capabilities
Wealth EOffice features
The full feature set, grouped by module.
Plans
Wealth EOffice pricing
Media
Screenshots & video
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