Wealth eoffice | Mutual fund software

Wealth e-Office Key Features

Freedom from Manual Work !

Automatic Files uploading in Mutual Fund From Registrar (Cams,Karvy & Sundaram), we are only software in India

All in One Software

70% cost cutting !!! No need to buy multiple software, All Asset classes, CRM, Financial Planning, Goal Mapping, Lead Generation in one software.

Comprehensive Financial Planning

In build Financial Planning Software!!! Increase Revenues with Global Standard Financial Planning Software, generate 25+ pages Financial Plan.

Goal Tracker

GOAL GPS!!! Unique concept to track your Financial Goal with real time mutual fund valuation, Reduce redemption & win client's confidence.

Auto Lead Generator

Lead Generation Module!!! Wealth Eoffice automatically generate leads from your existing clients on your behalf.

Automatic SMS & Email Alerts

SMS & Email Alerts!!! Wealth Eoffice is fully integrate with SMS & Email gateway, once set schedule, software will send SMS/Email automatically.

It's Online

Online = Anytime !!! Advisor & Investor can use Wealth Eoffice anytime anywhere 24X7 by any PC, Laptop, ipad, Smart Phone.

What is Financial Planning Software ?

Adopting Financial Planning as profession is becoming increasingly popular in developed countries all over the world. India is growing fast as one of the home of Richer Middles class and Millionaires, this fact attracts Financial Advisors/Agents developing them self as Financial Planner and one more trend has been seen in Financial Market that now professionally qualified people like CA & MBA are adopting this career "by choice".
But being only educated in Financial Planning and working without Financial Planning Software cannot establish them as successful Financial Planner because it is something like if you ask a Mechanical engineer graduate from best engineering institute to open your car engine without any tools, although he know everything about car engine but tools are the facilities which help them to make things possible, many new Financial Planner use MS Excel to create financial plans but due to limitations (as excel is generalized tool) they couldn't cross 25 Financial Plans and things starts looking gray from technical side because Financial Planning is not one time deal, it's a process of Plan creation, Timely Review, customizing plan according to client's need, customizing Excel for different clients makes more complicated and increase chances of errors and miscalculations.
FP Samurai is a one stop solution for all Financial Planner's need, it's a most user-friendly, powerful, robust, customizable, Financial Planning software tools which financial planner every desired.

Differentiating factors of Financial Planning Software :

Created with practical Approach especially for "Indian" Clients.
Consulted by Team of CFPs, CAs, MBAs, having combine Work Experience of more than 100 years.
More focus on simplicity with comprehensiveness to address client's need.
Huge plan storage capacity because you may review plan of a single client 100 times in next 10 years.
It's Online: Access from anywhere any time, no geographical limitation.
Unique 6 Methods for Life Insurance Need Calculation.
Self Developed 'PERP Method' to calculate exact amount of monthly pension at the time of retirement.
Retirement Corpus utilization table to make clients comprehend the post retirement cash flow scenario.
Ample space to add products suggestions and recommendations in the plan.
PDF Conversion & storage faculty.

DOWNLOAD SAMPLE FINANCIAL PLANNING REPORT

Key Features in FP Samurai

Capture Client's Information :

FP Samurai provides you a user friendly panel in which you can enter Personal information, Family & Dependents, Income & Expenses, Goals & Liabilities and Assets & Policies details. Also you can :

Determine Multiple Goals (Short Term / Medium Term/ Long Term goals).
Determine Current Cost of Every Goal.
Determine Time Frame for Achievement of Goals.
Allocate Inflation and Portfolio Returns applicable to each goal.
Protect Goals with Life Insurance.
Make arrangement for contingency fund.
Calculate accurate pension amount by PERP Method.
Aggregate all Current Investments, Other Assets and Liabilities to arrive at Current Net worth.
Assessment of each goal with product suggestions.
Assessments of Need Based Insurance cover.
Summary of Recommendations and Options to Cover Gaps.
Action Plan to Proceed.
Review : Investment Returns and % in terms of Asset Allocation.
Review: Goals: Costs, Time Frame, Inflation & Expected Returns
Review : Life & Health Insurance : Coverage and Risk.

Other Key Features in FP Samurai

Internet based.
SSL Secure, till 128 bit encryption.
Supports multiple browsers. Internet Explorer, Moziller, Google Chrome.
Disaster Recovery Solution Daily Backups Provided.
Highly Professional Layout and Design.
Step by Step Approach - Financial Planning.
Establish Facts, Goals, Resources and Analysis and Recommendations.
Graphical / Tabular Presentation.
Convert Financial Plan in PDF Format & save it client wise.

Financial Tools & Tickers

The biggest challenge for a financial website owner is to keep visitors engage, reduce bounce rate and give a strong reason to visit your website again. Financial Tickers are soul of any financial website, these tickers keep your client engage and provide useful utilities to visit website again and share it on social media so that you will get more prospect client which can be converted in your client.

Features :

SIP Calculator

Loan EMI Calculator

FD Calculator

Child Marriage planning Calculator

Child Education Planning Calculator

Retirement Planning Calculator

Dividend History

Latest & Historical NAV Watch

TAX Calculator

Delay Cost calculator

SIP Past performance Calculator

STP Past performance Calculator

SWP Past performance Calculator

Lump sum performance Calculator

Mutual Fund 1,3,5 Years Top Performers

Human life Value Calculator

Flash SIP-O-Meter

Latest MF & IPO News

NSE, BSE, Gold, Crude oil and Dollar Real Time Rates

Live Financial TV Channel

Financial websites

As Commission earnings of Financial Advisor reducing in Financial Products across the board, Few are looking it as hurdle but many are looking it as opportunity in low competition environment to increase the client base and change the label of IFA to Regional Distributor, at some point they want to extend market and introduce themselves to a wider audience. Advisor can go via the traditional route of print advertising, but that is very expensive and not cost effective. In this era of Internet, having your own branded professionally build Financial Website can do at comparatively low cost to potentially attract new clients, build brand image, extend geographical limits and most important is to make you searchable on Google.

Thousands of people search Financial Advisory Services on Google, anyone can be your client, you can offer Online Mutual Funds Investments, and you can target NRIs or Corporate Employees. To offer such service, all you need is a website.

Surprising Facts : Words Searched on Google.com every month :

Words "Financial Advisor" searched 6,73,000 Times
Words "Financial Planner" searched 823,000 Times
Words " Financial Services " searched 22,40,000 Times
Many Prospective clients search from your city, but if you dont have website you are missing business opportunities & clients that can generate income.

Our Unique offering in Financial Website :

Website pages : Upto 15 Dynamic Pages
Online MF buying Page : Clients can buy Mutual Funds of 15 companies
Your Branded email ids : 3 email ids
example: yourname@yourdomain.co
*email id can be increased on demand
Admin-panel of dynamic web pages
Useful Links Page
Application Form Download section

Logo & Website Design

Corporate Designed Theme
Exclusive Designed Logo

Social Media Marketing Tools

Facebook " Like Button " Integration
Blogger " Blog Link " Integration
Twitter & Facebook Share Integration

Advertisement Section

Advertisement Section to generate revenue

Insurance Features

LIC ULIP NAV
Pay Life Insurance Premium Online page

Customer Service

Greeting cards sending panel
Video section
Schedule a meeting with us form
Check Your KYC

Technical Features

Domain Name Registration
Web Space ( 1GB)
Home Page
Server Setup
Corporate Mail IDs
Maintenance (One Year)
Quick Setup
5GB Bandwidth
POP3 Emails & Web mail Anywhere Access
FrontPage, PHP, CGI, Perl
Webalizer Stats
99.99% Uptime Guarantee

Request a call back

14504

Product Demo Video

Let's Connect