Wealth Elite

https://www.startus.cc/company/wealth-elite

201, 45 Hare Krishna Vihar, Behind Advance Academy School, Nipania, Indore, 452010 MP

Indore Madhya Pradesh 452010

India

Website

https://www.facebook.com/Wealth-Elite-111221784040801/

General information:

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. The services can be extended to the ROBO-ADVISOR solution which can automate a big part of advisory services like Paperless Video KYC based onboarding, Model portfolio-based investment & Goal-Based Tracking.

Company information:

Company type:

Company

Industry:

Financial Services, IT - Software Development

Startup stage:

Idea stage (got an idea)

Funding needs:

Angel / Incubator / Public funding

Types of jobs in the company:

Business Development, IT - Software Dev, IT - Web

Total numbers of employees:

Products and Services:

Mutul Fund Software

Product category:

Financial Planning

Wealth Elite is Software As A Service for Financial Advisors of India, a Financial Advisor can subscribe the SaaS by paying the subscription fees, after successful subscription a Financial Advisor can manage their clients' Portfolios and other client information. For more information, visit https://wealthelite.in/

Impressions:

FAQ:

Why Mutual Fund Software is Giving Satisfaction to Advisors Clients?

The main aim of the tool is to ease the operations of the advisors and to deliver best services without interruptions. The Mutual fund software focuses on bringing satisfaction to the clients of the advisors and gives standard services. For more information, visit@-https://wealthelite.in/