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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The Elite System stands out as the most comprehensive and leading solution for workflow and marketing in the industry. It is designed with all the necessary tools to effectively promote yourself as an appraisal expert within your community while also attracting clients outside of the lending sphere. When used alongside TOTAL and Titan Reports, the Elite System creates an optimal working environment for appraisers. From the instant you obtain an order to its final delivery, the resources included in Elite support you throughout the entire process. Additionally, you will gain exclusive access to specialized workflow and marketing webinars, along with live training sessions, equipping you with a competitive advantage in the marketplace. This combination of features ensures that appraisers can thrive and excel in their profession.

Description

Wealth Elite is a cutting-edge, white-labeled SaaS platform powered by Artificial Intelligence, designed specifically for India's leading financial advisors. This comprehensive solution includes features such as digital client lifecycle management, robust portfolio reporting and rebalancing tools, business intelligence capabilities, online transaction processing, goal tracking, video KYC, financial planning assistance, and in-depth research resources, all aimed at enhancing the advisory experience. Additionally, it streamlines operations and improves client interactions, making it an invaluable asset for financial professionals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

a la mode

Website

www.alamode.com

Vendor Details

Company Name

REDVision Tech

Founded

2007

Country

India

Website

www.redvisiontech.com

Product Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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Alternatives

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