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About Wealth Elite
Wealth Elite is a comprehensive SaaS-based wealth management platform designed specifically for Mutual Fund Distributors (MFDs) in India.
Wealth Elite Details
Vendor
REDVision Global Technologies Pvt. Ltd.
Year Launched
2006
Location
101, 45 Hare Krishna Vihar, Behind Advanced Academy, Nipania, Indore, 452010 (MP)
Deployment
cloud, ios, android, web browser
Training Options
live online, demo, account manager
Countries Served
India
Languages
English
Users
Financial Advisors, Wealth Managers, Investment Analysts, Portfolio Managers
Industries Served
Wealth Management, Finance, Insurance, Banking, Wealth Planning, Consulting, Accountancy, Legal Services
Tags
Investment Management, Wealth Management, Financial Planning, Client Management, Portfolio Analysis, Reporting, Compliance, CRM Integration, Fintech Software
Wealth Elite's In-App Market Place
Does Wealth Elite have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($)
Pros & Cons
- Offers complete digital lifecycle management from onboarding to reporting seamlessly
- White-label solution enhances branding and professional presence for distributors
- Advanced analytics enable better decision-making and personalized advisory services
- Video KYC simplifies onboarding while ensuring regulatory compliance efficiently
- Multi-asset support allows diversified investment portfolio management easily
- Highly focused on Indian market limiting usability for international users
- Complex feature set may require training for new or non-technical users
- Absence of detailed onboarding guidance may slow initial adoption
- Dependency on third-party data feeds may affect reliability occasionally
- No clear multilingual support may restrict accessibility for diverse users
Wealth Elite's Support Options
Email Address
info@redvisionglobal.comContact
+919300910910