WealthEnvoy Solution Highlights
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Vision |
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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
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Track & Analyze your Research Performance
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Manage Subscribers & their Renewals
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Track Revenues generated by Research Calls
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Close Trade Calls automatically as the scrip reaches the closing price
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Organize your Business Process
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Increase Profit Margins
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Solution Highlights |
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Self Care Portal for Subscribers |
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A link on your website were customers/prospects can visit
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Subscribe or Unsubscribe for Services
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View Past Performances
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View Past Research Calls sent to them
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Subscriber Management |
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Subscribe / Unsubscribe Clients
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Manage Client details like Client ID, Name, Mobile No., Email and Some Remarks
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Map Subscriber with his subscribed Scheme
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Manage Client Validity & Renewal (with Auto Reminders via SMS & Email)
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Restrict Clients from receiving Research Calls even after their Subscription is over
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Subscriber Activation only on Payment Receipt – Auto (Integration with Finance/Accounting System and Client Master)
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Research Call Management |
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Send standardized calls with call type, buy/sell, scrip, CMP (current market price), S/L, Tgt1, Tgt2, Tgt3
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Send standardized SMS with just a click on the related targets through the same window
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Option to append time in every call
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Call close option with current market price field to record the success ratio
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Set 'Call Close' by Auto Trigerring Closing SMS as the the Scrip reaches the target Price (Integration with Real Time Quote System)
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Scheme Management |
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Create & Manage Research Call type Schemes By name, price and validity days
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Set single/multiple call type for each Scheme
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Allot different Sender ID for each scheme
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Call Type Management |
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Define different call types like Intraday, F&O, BTST, STBT, etc. against different Schemes
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Set standardized templates for every call i.e., buy, sell, target hit, stop loss hit and close call
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Scrip Management |
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Performance Reports |
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Business Intelligence Reports |
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Revenue/Brokerage earned against Research Calls (Integration with Back Office & Client Master)
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Advisor/Chartist wise Performance Reports
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Subscriber Renewal Reports
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