Wealth Elite Description

Wealth Elite is an Artificial Intelligence-based, WHITE LABELLED Multi-Assets SaaS platform for India’s top financial advisors. It includes powerful portfolio reporting & re-balancing, business intelligence, digital client lifecycle management (CLM), Powerful Portfolio Reporting, Powerful Portfolio Planning, Financial Planning, Research, Goal GPS, Video KYC and Financial Planning.

Pricing

Free Trial:
Yes

Integrations

No Integrations at this time

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Company Details

Company:
REDVision Tech
Year Founded:
2007
Headquarters:
India
Website:
www.redvisiontech.com

Media

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Product Details

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Chromebook
On-Premises
Type of Training
Documentation
Live Online
Webinars
In Person
Videos
Customer Support
Phone Support
24/7 Live Support
Online

Wealth Elite 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 Elite Lists