Mutual Fund Software

How Mutual Fund Software for Distributor Strengthen Advisory Business?

Wealth Elite is India's top Mutual Fund Software for Distributors and IFA, Integration with BSE & NSE, Multiple Assets, and inbuilt Video KYC & Online ATM.

The advisors in previous times use to operate business without any technological assistance that lacks the capacity to do more with fewer efforts. Since the birth of software and technologies the scenario has been completely changed for advisors as many of them are able to conduct business operations smoothly without facing any interventions. The Wealth Elite is assisting advisors business through Mutual Fund Software for Distributors increase the potential of advisors and to deal with multiple investors and turned the challenges of business into a reliable opportunity that derived revenue sources for the business. Even many businesses losing market share has recaptured the previous position with the help of technology.

Advantages to advisors in business:

  • Sales maximization with effective investment strategy.
  • High tech features of Goal GPS, Financial Planning and many more.
  • Convenient to handle multiple clients.
  • Ensures business growth with client retention.

Issues due to absence of software:

  • High risk of loss with less utilization of funds.
  • Improper strategy for investment of funds.
  • Lack of systematic reports revealing status of investment.
  • Typical to manage multiple clients at a glance.

Many of the advisors whether be fresher’s or experience holders all are in favor to have a software in the business that solves entire issues at the initial levels. Also the business itself demands for the updated technology in order to deliver desire results and to stay competitive and top in the market.

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.

Goal GPS/Goal Tracker

Track Goal achievements of the client with required return and current return via Mutual Fund Software for IFA comparison mapped and additional required investments!
Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.


Searching for best SIP or top ELSS funds was never so easy, get various NAV Based calculators and income tax estimator only on Advisor X! Invest in well researched cherry-picked perfectly balanced portfolio.

Portfolio Analysis!

Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns, Profitability of portfolio on go, send portfolio report to clients on Whatsapp!
We made the investment reports very easy through Mutual fund software for distributors, all the key data you can view in a glance. We provide best financial management platform in India to advisors.

Reports on Whatsapp!

Advisor gets the capability of sending various reports like Valuation, Capital Gain, Transactions & FY wise transaction on whatsapp in a few clicks!

Online ATM

Exclusively designed feature to earn extra returns on idle money you kept in saving account, Instant invest & Instant withdrawn.

Productive Dashboard!

Get AUM & SIP trends of the last 4 months on your dashboard with a recent purchase, redemption, rejected transactions, new SIPs, and upcoming business reports.

Place MF Transactions!

Advisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor.

100% White Labeled Solution!

URL based white labeling:

If Financial advisor’s website URL is, the software will be operating on the same URL the inside report URL will be look like

Color Theme Based White Labeling:

The color theme of software can be exactly matched with the color theme of Financial Advisor’s website. So that when the Investor navigates from website to backend software it will be smooths transition and enjoy the same branding.

Invest Online

We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.

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