TICKER WEALTH
Comprehensive and automated end-to end mutual fund business solution for IFA’s and corporate level mutual fund distributors.
Ticker Wealth
Ticker Wealth is a comprehensive and automated end-to end mutual fund business solution for IFA's and corporate level mutual fund distributors. It is completely outfitted with cutting-edge reporting tools and advanced level of analysis to empower a distributor to grow business and reach. It provides real-time reports like AUM, SIP, Transaction, Capital Gain, CRM, MIS report and much more. TickerWealth is mobile compatible and supports all browsers with 100% data security.
Highlights
Real Time Reports
- AUM Report
- SIP Report
- Transaction Report
- Dividend Report
- Capital Gain Report
- Brokerage Report - upfront, trail, B-15, incentive and claw back
Client Wise Reports
- Advanced and detailed Portfolio/Holding Report
- Transaction Report
- Capital Gain Report
- Allocation Report Sector wise, Scheme wise, Stock wise, Asset category wise
Comprehensive Scope
- CRM
- MIS Report
- Online transaction with integration of NSE and BSE mutual fund Platform
- Email and SMS integration
- Pre-Filled Transaction Form
Mutual Fund Report
- Top Performing scheme
- Easy to use filter and sort option
- Performance analysis
- Scheme wise allocation report
- Peer Comparison
Client Login through Web page/ Mobile (Android and IOS)