Wealth e-Office - A Complete Mutual Fund Software For Distributors

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.

Wealth e Office
mobile app

Mobile Application

Our mutual fund software for IFA is incorporated with state of the art mobile app that amplifies advisor’s job through its quick invest online feature. It makes his business portable and also opens thousands of opportunities.

  • Buy, Sell, SIP, switch mutual funds within few clicks.
  • Track investment portfolio with daily autoupdate of NAV and dividends.
  • Embadded GOAL GPS modules to link your investments with your life's goal to give a real time picture of achievement.
  • Easy update and tracking of Wealth portfolio including insurance and FD.
  • Get research & calculators to estimate your investments.
  • Get update of previous transactions and upcoming transactions.
  • And many more exciting features which are need of every investor.

BSE/NSE Online integration

  • Get Integrated with prominent online transaction portal such as NSE NMFII or BSE StarMF.
  • Online transaction facility for Purchase/Switch/Redemption
  • Multiple transactions through single fund transfer.
  • Multiple modes to make payment i.e. cheque, net banking, RTGS/NEFT, debit card.
  • Demat as well as non demat transactions facilitated through the platform.
  • Real time tracking of order status.
  • Facility of SIP/SWP/STP available on the platform.

Exclusive Product

Robo Advisory Platform

  • 100% Paperless Investor Onboarding!
  • Video KYC Integrated Process!
  • Start SIP in 5 Minutes!
  • Investment Tracking & Goal Mapping!
  • Transform your business to a FinTech!

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