Wealth EOffice

Wealth EOffice is a multi-asset transaction and management platform designed specifically for mutual fund distributors (MFDs) and independent financial advisors (IFAs) in India. This solution caters to businesses of various sizes in the mutual fund distribution and financial advisory industry. According to the vendor, mutual fund distributors, independent financial advisors, wealth management firms, financial planning firms, and investment advisory firms can all benefit from the features and tools offered by Wealth EOffice.

Key Features

Multi-Asset - Birds Eye View for 20+ Assets: According to the vendor, this feature provides a comprehensive view of clients' entire portfolios across different asset classes, allowing for better decision-making and efficient financial planning.

Financial Goal Simulator - Plan Today, Secure Tomorrow: The vendor claims that this feature helps maximize clients' financial resources through a systematic approach by simulating their goals, objectives, existing assets, and financial problems and liabilities.

Goal GPS - Give your investors a vision for their future: According to the vendor, this feature simulates and places future orders of mutual fund investments based on clients' future goals, while sending auto alerts to help slow down client redemptions.

Video KYC - Instant KYC from Anywhere: The vendor states that this feature enables instant full video KYC for clients located anywhere in the world through an invitation link.

Research Tools - Wide-Ranging Research Tools for Better Financial Management: According to the vendor, users can access a variety of research tools, including model portfolios, fund factsheets, and various financial and investing calculators.

White Labeling Solution - Generate Trust and Confidence amongst Customers: The vendor claims that this feature provides a consistent and branded experience across all platforms, including software, mobile apps, and websites, with a white labeling solution.

Powerful Portfolio Analysis - Simplified & Automated Reporting: According to the vendor, this feature allows users to track investors and their portfolios with in-depth reports, offering clear and accurate data about their investments to enhance the level of service.

Online Transactions - Saves Time: Time is Money: The vendor states that this feature enables users to conduct instant transactions securely from anywhere, anytime through a reliable online transaction portal such as NSE NMFII or BSE StarMF, with features like bulk client onboarding and AMC sorting.

Online ATM - Liquidity of Savings - Returns of FDs!: According to the vendor, this feature allows users to channelize investors' idle money into liquid funds, enabling them to withdraw a portion of their invested amount within 30 minutes to their bank account through the Insta Redemption Feature.

Portfolio Rebalancing - Product Engineering Solution: The vendor claims that this feature helps optimize returns and reduce risk by investing proportionately in equity and debt, with auto email alerts and easy adjustments in case of target fluctuations.