Wealth EOffice Description
Clients can manage multiple assets and investments from one platform. Reduce your operational costs by letting technology handle all the paperwork and applications. You can create different reports to analyze the investments from every angle. This improves your strategy day-to-day. To serve your clients better and strengthen their relationships, get alerts about matured investments, due SIPPs, insurances, birthdays, and anniversaries. Numerous tools and facilities are available to meet every advisor's routine needs. It is easy to use the platform thanks to its attractive UI that keeps your clients interested.
Wealth EOffice Alternatives
StockMarketEye
StockMarketEye provides easy-to-use investment management software that is both for advisors and individual investors.
StockMarketEye allows you to track and manage all your investments in one place. You can also keep up to date with the markets and have quick access the information you need for informed investment decisions.
* Import your accounts from brokerages to get started quickly
* View prices, performance, allocations, and many other details.
* Track the change in value over time for your investment portfolios.
* Keep a watchful eye on securities that are on your buy list.
* Analyze historical price data.
* Companion apps available for Android and iOS.
* And many more...
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Choice
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ETNA Trader
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Agora
We help over 60 real estate firms increase deal commitments and automate back-office operations, allowing them to focus on what really matters - finding new deals and raising more capital.
Our investment management platform includes a robust CRM and a market-leading investor portal, which creates transparency with your investors, helps raise capital for new offerings, and makes reporting easy and on time, all from the same place.
Today, we empower real estate investment firms growth with over $25B in assets managed within our designated platform, in a collaboration between Proptech and Fintech elements
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Integrations
No Integrations at this time
Company Details
Company:
REDVision Technologies
Year Founded:
2007
Headquarters:
India
Website:
www.redvisiontech.com
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Product Details
Platforms
SaaS
Customer Support
Phone Support
Online
Wealth EOffice Features and Options
Investment Management Software
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
Wealth EOffice User Reviews
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