My-eoffice - Mutual fund software | mutual fund software for distributors


Wealth e-Office Key Features

Freedom from Manual Work !

Freedom from Time Killing Work !

Auto uploading of Data from MF RTAs (Sundaram, Karvy, FT & Cams), we are the first Mutual Fund software in India

All in One Software

All in One Software

It's all about cost cutting !!! No need to buy Different software for MFD Business, All Asset classes, Goal Tracking, CRM, Financial Planning in one Mutual Fund software for Distributors.

Comprehensive Financial Planning

Advanced Financial Planning Software

Wealth eOffice have inbuild Financial Planning Software!!! Global Standard Financial Planning Software helps you to Increase Revenues, generate 30+ pages Financial Plan.

Goal Tracker

Goal Tracker

It's GOAL GPS, a new concept to tracking client's Financial Goals with live mutual fund market value, It helps in reducing redemptions & acquire more clients.

Auto Lead Generator

Automatic Lead Generator

Wealth Eoffice generate leads from clients on behalf of IFA, it's all happen automatically.

Automatic SMS & Email Alerts

Automatic SMS & Email Alerts

This Software is integrate with SMS & Email channels, once you schedule it, the system will automatically sends SMS/Email to MFD's Clients.

It's Online

It's Online

Online = Anytime !!! Mutual Fund Distributors & Investor can use Wealth Eoffice anytime anywhere 24X7 by any PC, Laptop, ipad, Smart Phone.

It's Online

BSE/NSE Integration

Now Buy, Sell & SIP is simple & easy with India's leading Exchange platform integration, get integration done in less than 30 minutes.

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