WealthEnvoy System Integrations
|
Vision |
|
To enable Financial Advisors to communicate wealth related information in an organized way along with the mechanism to Track & Analyze such communications; which will help them in improving quality, reaching to higher number of Subscribers with lesser efforts, increasing revenue and decreasing costs
|
-
Track & Analyze your Research Performance
-
Manage Subscribers & their Renewals
-
Track Revenues generated by Research Calls
-
Close Trade Calls automatically as the scrip reaches the closing price
-
Organize your Business Process
-
Increase Profit Margins
|
|
|
|
System Integrations |
|
Wealth Envoy can be Integrated with the following Systems as per the required Modules / Features / Customizations: |
-
Trading Back Office
-
Live Trading Terminal – to be removed after thinking
-
Real Time Quote System
-
Client Master
-
Finance / Accounting System
-
Organization Website
|
