About Wealth E-Office

     Wealth E-Office is a well known 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, the good part in the software is every client based report is connected to SMS gateway which keep the client up to date by regular alerts. The Software is 100% web based, it give you and your client the freedom to access the system from any part of the world. To provide a paperless and fully centrally investment management environment for IFA and his/her clients is the vision with which Wealth E-Office is been made.

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/AMC Wise
Outward Transaction Report
Reversal Transactions

All Transaction Report
Client Address Book
Client's Portfolio in profit/Loss
Set MF Alerts by Returns/NAV/Date/Amount
MF Folio Master: View joint holders Names, Application No., Cheque No., PAN No., Bank & Branch
    Details, 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/Additional Purchase
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.

Why Wealth E-Office ?

No Entry Load Scenario
First 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.