On-the-go access to your financial portfolio anywhere, anytime.
Demanding clients and volatile markets necessitate the need to act with speed and agility. It also means having easy access to pertinent information anywhere, anytime, enabling you to make impactful decisions for your customer. With MoneyWare’s Mobile Solution, portfolio managers have a 24/7 open line of action and communication with their colleagues and clients, creating a more transparent and trusted relationship with clients, by delivering value that is more tangible and relevant to the customer.
Engaging user experience with intuitive interactions can lead to greater trust and build the foundation of a more consultative relationship with your clients.
MoneyWare Mobile Solution is an essential tool to have to improve efficiency and effectiveness
Get a 360 degree portfolio review and presentation on-the-go
Provide real-time information with multi-media content
Easy, scalable and flexible platform with zero lead time to deploy
Enjoy an intuitive user experience running seamlessly on Windows platform
ENHANCE CUSTOMER EXPERIENCE WITH MONEYWARE’S REPORTING SERVICES.
Get a Portfolio Summary with a snapshot of:
Consolidated investments across asset classes, clients’ net income, category-wise breakup of holdings, comparison of portfolio and benchmark performance
Performance overview : asset-wise XIRR returns and comparison with benchmark returns, sector allocation overview
Place order for mutual funds online
View order and transaction history
Get alerts on SIP, insurance premium, dividend, interest due and FMPs
Giving Relationship Managers and Financial Advisors a clear advantage
Grow your client portfolio, increase your client base and show tangible results that are clearly profiting your customers. Let your clients enjoy the full power of your expertise and spend only the required time on chores with MoneyWare in your pocket.
Gain 360 degree view of clients and prospects and corresponding data
Add new prospects and update profile of existing prospects easily
Don’t rely on memory or carry additional stationery. Just fix appointments with clients/prospects and capture corresponding meeting notes
Check portfolio and performance details to support financial planning such as asset allocation, risk profiling and performance benchmark
Compare actual NAV with simulated NAV
Miles Software Leader in IBS Intelligence Sales League Table 2018
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Or write to us at firstname.lastname@example.org
Call us on +91-22-66518464 (Sales & Marketing)
Or just get a demo and assess the advantage!