'Wealth manager' presentation slideshows

Wealth Management Software / mutual fund software

About Wealth E-Office 2.0.1.1/n Wealth E-Office 2.0.1.1 is a well known software tool among Wealth Management Firm and IFAs. It is a complete Wealth Management support system integrating all Products like Mutual Fund, Life Insurance, General Insurance, Post Office, Fixed Deposit, KVP, RBI Bond in a single portfolio, the good part in the software is every client based report is connected to SMS gateway which keep the client up to date by regular alerts. The Software is 100% web based, it give you and your client the freedom to access the system from any part of the world. To provide a paperless and fully centrally investment management environment for IFA and his/her clients is the vision with which Wealth E-Office 2.0.1.1 is been made/n /nSpecialty of the software./n 1. Only Software in India builds according to current No Entry Load scenario./n2. Fee based model increase your earnings & technology keeps you ahead of competition./n3. All financial products in a single portfolio, helps you to become a true "Wealth Manager"./n4. This software has capacity to handle your AUM of Rs.3000 Cr & 1 Lakh plus Clients./n5. Each client gets separate account login to check net worth online./n6. Automatic SMS Alerts to client, it can be set by you and Clients./n7. 100% online, you can access from anywhere, any time.

2.28k views • 42 slides

The first online Mutual Fund Software in India

The first online Mutual Fund Software in India composed of multi asset consolidation and automation through artificial intelligence technologies.For more information visit @-http://www.redvisiontech.com/

510 views • 42 slides

European Experiences and the Challenges of Integrating Ethical Finance Prof. Dr. Volker Nienhaus

3 rd COFISS Annual Conference, Paris, 6 February 2012. European Experiences and the Challenges of Integrating Ethical Finance Prof. Dr. Volker Nienhaus. 0. Outline. European Experiences (Selected Countries) European Economic Area Non-EEA Europe Islamic and Ethical Finance.

457 views • 34 slides

Mistakes Wealth Management Advisors Make When Moving

Willis Consulting is a financial services recruiting firm. Our finance job recruiters are experienced and know where all the job opportunities are. If you are seeking a financial advisor, broker, or banking job, call us at 310-373-7400 or submit your resume: http://www.willis-consulting.com/apply-financial-services-jo?b. Visit the website: www.willis-consulting.com/ Willis Consulting, Inc. Los Angeles Office: Corporate Headquarters 719 Yarmouth Road, Suite 203 Palos Verdes Estates, CA 90274 310-373-7400 PST Scottsdale Office 8970 E Raintree Drive Suite #300 Scottsdale AZ 85260 New York Office 244 5th Avenue, Suite 1855 New York NY 10001 212-726-2041 PST

297 views • 20 slides

Investment portfolio Analysis

Paul Comstock Partners - Houston Wealth Management & Financial Services 2 Riverway # 1000, Houston, TX 77056-1949 (713) 977-2694 http://www.paulcomstockpartners.com//nWealth Manager For over 25 years, Paul Comstock Partners has been providing independent, fee-only financial advice and investment services to individuals, families, foundations, and institutions. The company was listed in the Top 50 Financial Advisors at Forbes in 2008 and 2009.

583 views • 10 slides

Who Needs Wealth Management in Brisbane?

Many people in Brisbane think of Wealth Management as just picking stocks and bonds for clients. This is actually only a small part of what wealth managers do for their clients.

231 views • 8 slides

Wealth management can be referred to as an advanced discipline relating to advice in terms of investment which incorporates specialist monetary services and financial planning. Wealth Manager in Dubai, UAE - https://www.linkedin.com/in/abhishek-datta

116 views • 8 slides

The Perks of Investing Early in Business

If you find yourself lost when it comes to taking decisions regarding this investment, you can always consult with any of the wealth management firms that are well-known.

94 views • 7 slides

Things To Know About Wealth Advisory Services

The wealth advisory services are gaining limelight across the world for a number of reasons and are the new norm to be financially independent.

76 views • 5 slides

LATEST ON FINANCE COURSES

Latest on Finance courses : You have done your MBA in Finance from one of the best MBA colleges. While, donu2019t be under a dilemma that you are done, instead you need to constantly keep an eye on the short term latest on Finance courses. Because learning is an ongoing process and if you want to build your market position and power fuel your CV, rather then looking up to short term latest on Finance courses is one of the nicest ideas. Consequently with powerful certification on your CV gives you an unmatched advantage over your competitors.

48 views • 4 slides

Top 4 Wealth Management Mistakes to Avoid

Thinking of planning your wealth? Here are some pitfalls to avoid. Read @ http://bit.ly/2eKiLsS

60 views • 3 slides

How Wealth Advisory Play Important Role For Business Improvement?

The below-mentioned graph illustrates how a wealth manager can enhance his client's financial standing and improve businesses using high-end and systematic wealth advisory services. - https://apbmason.blogspot.com/2018/07/how-wealth-advisory-play-important-role.html

61 views • 3 slides

The Right Wealth Manager for Yourself

Always keep this thing in mind that your wealth manager is something more than that for you. He is the one who guided you in the perfect way. After that entire person is going to manage the most important aspect of your life. Always consult a certified wealth management specialist for a great progress in life.

91 views • 2 slides

186 views • 1 slides

How this mutual fund software for distributors will benefit mass affluent and HNI clients ?

The pre-integrated solutions included within this mutual fund software for distributors provides a seamless front-to-back wealth solutions which are applicable for any wealth manager or firms with scalable innovative technology that will benefit mass affluent and HNI investors and clients .

22 views • 1 slides

The Main Goals of Starting A Business - Expansion of Wealth

This would give you an estimate as to how much well off your business if financially and how much more you can invest in expansion. Proper wealth management in this case becomes very important. For this, you could also hire a wealth management company.

21 views • 1 slides