Wealth_elite22 Nov, 2022Finance
After its introduction, the investment market attained pace in the economy and also received a great responses from the customers. The Mutual fund software for IFA boosts the transaction speed and quantity as a result of which more funds are circulating within a day. 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.
Stougaard Lindholm
Mckay Loomis
Mcdaniel Mcbride
Magnusson Young
Lacroix Wagner
Kjc
Cortez Delaney
Yilmaz Markussen
Business Manager
Juarez Finch