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WealthEnvoy Solution Highlights
Sales:   +91-79-40200909 (India) ,  +1-201-203-4381 (USA)
Support: +91-79-40200911
WealthEnvoy Solution Highlights
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 Archicture Solution Highlites
Organized Business Process System Integration
Solution Highlights
Self Care Portal for Subscribers
  • A link on your website were customers/prospects can visit
  • Subscribe or Unsubscribe for Services
  • View Past Performances
  • View Past Research Calls sent to them
Subscriber Management
  • Subscribe / Unsubscribe Clients
  • Manage Client details like Client ID, Name, Mobile No., Email and Some Remarks
  • Map Subscriber with his subscribed Scheme
  • Manage Client Validity & Renewal (with Auto Reminders via SMS & Email)
  • Restrict Clients from receiving Research Calls even after their Subscription is over
  • Subscriber Activation only on Payment Receipt – Auto (Integration with Finance/Accounting System and Client Master)
Research Call Management
  • Send standardized calls with call type, buy/sell, scrip, CMP (current market price), S/L, Tgt1, Tgt2, Tgt3
  • Send standardized SMS with just a click on the related targets through the same window
  • Option to append time in every call
  • Call close option with current market price field to record the success ratio
  • Set 'Call Close' by Auto Trigerring Closing SMS as the the Scrip reaches the target Price (Integration with Real Time Quote System)
Scheme Management
  • Create & Manage Research Call type Schemes By name, price and validity days
  • Set single/multiple call type for each Scheme
  • Allot different Sender ID for each scheme
Call Type Management
  • Define different call types like Intraday, F&O, BTST, STBT, etc. against different Schemes 
  • Set standardized templates for every call i.e., buy, sell, target hit, stop loss hit and close call
Scrip Management
  • Manage scrips by call type 
  • Auto save facility of scrips as per your identity of the same
 Performance Reports
  • Publishable reports
    • Scheme wise
    • Profit/Loss wise
    • Scrip wise
    • Date wise
    • Week wise
    • Month wise
    • Call type wise 
  • Publishable performance Charts and Tabular Reports
Business Intelligence Reports
  • Revenue/Brokerage earned against Research Calls (Integration with Back Office & Client Master)
  • Advisor/Chartist wise Performance Reports
  • Subscriber Renewal Reports
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