PRODUCTS OVERVIEW
Wealth Xchange
iERP

Wealth Xchange

PRODUCTS
iWealth Manager

01. iWealth Manager
iWealth Manager is the flagship product from the basket of Wealth Xchange. It` offers to deliver following;

  • Comprehensive platform which removes dependencies on multiple asset based technology solution
  • Centralized client and asset management
  • Reduces back office cost
  • Cloud based solution offers to bring down IT cost
  • Easy integration with critical system

This platform is available in enterprise and cloud based version and is suitable for;
  • Small, Medium and Large SMEs
  • Third Party Product Distributors like Mufual Fund, Insurance and Debt instrument agents
  • Independent Financial Advisors, Financial Planners and Advisory Firms

Following are broad feature list of iWealth Manager;
  • Lead Management System - Prospect and lead management, conversation, client on-boarding and account opening processes
  • CRM - Interaction, opportunity and pipeline management. Task tracking, client servicing and lot more.
  • Product Management - Training, knowledge, product offerings, risk profiling, models, research and content management
  • Client Management - Family, Client, Account, Goals, Objective tracking and monitoring
  • Services - Advisory, portfolio restructuring, portfolio rebalancing, financial planning, retirement planning, goal planning, insurance planning and cash flow management
  • Execution - Order and trade processing
  • Client Website - Online portal for client login with portfolio view
  • Revenue Management- Revenue receivable and payable computation and reconciliation
  • Fund Management - Advance portfolio monitoring and tracking tools
If you are interested in knowing more about this product - write to us at feedback@itmines.com

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