WealthNET

by eFINSERVE

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Suite of wealth management products such as MFs, Insurance, IPOs, HNI, portfolio management services, Portfolio Tracker.

  • Account Management
  • Accounting Integration
  • Bonds
  • Commission / Incentive Management
  • CRM Integration
  • Custom User Interface
  • Customizable Fields
  • Customizable Functionality
  • Customizable Reporting
  • Data Import/Export
  • Fund Management
  • Internal Controls Management
  • IPO
  • Legacy System Integration
  • Multi-Currency
  • Multi-Portfolio Management
  • Mutual Funds
  • Performance Metrics
  • Real Estate Management
  • Reporting

Available on the following platforms: Windows, Web Based, Linux/Unix
Support available: 24/7, Regular Business Hours

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