Expert Profile

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. 100% White Labeled Solution! URL based white labeling: If Financial advisor’s website URL is www.yourdomain.com, the software will be operating on the same URL the inside report URL will be look like www.yourdomain.com/MFPortfolio. Color Theme Based White Labeling: The color theme of software can be exactly matched with the color theme of Financial Advisor’s website. So that when the Investor navigates from website to backend software it will be smooths transition and enjoy the same branding. Bird Eye View for 20+ Assets! Advisor can take better decisions when he have the information of complete portfolio, wealth elite 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. Powerful Portfolio Analysis! Reporting the complicated data in most simple way is our expertise, get equity holding, sector exposure, debt paper qualities, fund type wise pie chart, goal allocations, family member wise exposure, SIPs, Capital Gain, What If Scenario of your investor in few clicks.