Wealth Elite

The Future of Mutual Fund Software Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research. Bird Eye View for 20+ Assets! Advisor can take better decisions when he have the information of complete portfolio, wealth el ite is a single platform to manage Mutual Funds, Life Insurance, General Insurance, Health Insurance, Direct Equity, Postal, FD, Bonds, Commodities, Real Estate, PPF, PF, PMS, Venture Capital Funds, Alternative Investments, Arts & Antiques etc. The Best part is all this assets can be link with investor’s Goal financial planning to track the progress and achievements. Portfolio Re-Balancing with BSE & NSE Integration! Our Portfolio Re-Balancing feature in Mutual Fund Software allows you to book profit at pick and invest at the bottom with just a click, the modules are integrated with BSE & NSE, so that the switch order can be placed directly from the Rebalancing report, this product engineering a portfolio can be more profitable and less risky.   Read More