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WealthNET

The WealthNET family of products and services is a flexible, customizable modular software solution that helps financial institutions maximize their competitive advantage and successfully meet the needs of their customers.

Built on a three tier architecture, the core incorporates the features and components that are common across the suite of products such as the central Customer Information (CIF), Security, System Administration, System and Application linked Parameters, etc..The branch module automates the branch functions and the WEB module gives access to clients of our customers.

Every module that forms a part of the system is built to incorporate the fundamental principles of Financial Transaction Management, Security and Audit. If all modules are selected the result is an integrated Wealth Management product.

 

WealthNET - CORE
WealthNET CORE is the central part of our product-suite that offers functions that are common accross all products, like customer data, users data & user security, Parameterization etc.

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WealthNET - PT
WealthNET PT is the product that offers versatile and user friendly WEB based front end, to enable Investors to access information on their portfolio holdings, analyse returns, benchmark returns, obtain scheme information etc., through the Internet. The customer access will be through the Distributorís Web Site and is controlled through a customer ID/password. Access is restricted to the Customerís own Portfolio and general analytical information.
This product is integrated with other products of WealthNET like MFD, HNI, INS, FDS and IPO to enable report & analysis on investor's investment in these areas with the distributor.

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WealthNET - MFD
WealthNET-MFD is the Central Back office module that offers a comprehensive automation solution for effective and efficient Management of the Mutual Fund Distribution Business, allowing the Mutual Fund Distributor (MFD) to stay focused on the Marketing effort and Market Share. This module caters to the centralised back office functions of the Distribution business.

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WealthNET - INS
WealthNET-INS is a Central Back-office & Front office (Branch) module that offers a comprehensive automation solution for effective and efficient Management of the Distribution of Life and General Insurance products.

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WealthNET - HNI
WealthNET-HNI is a Central Back-Office module that offers automation solution for Portfolio Management and Advisory Services. Currently it enables the management of a portfolio that includes equity and mutual funds. The module is integrated to WealthNET-MFD for the mutual fund element of the portfolio. It takes a feed of equity transactions and equity scrip prices from the distributor's Online Share Trading System to reflect the portfolio movement in shares.

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WealthNET - FDS
WealthNET-FDS is the Central Back office module that offers a comprehensive automation solution for effective and efficient Management of the Fixed Deposits/Term Deals Distribution Business. The System offers flexible Product Structures, Interest Rate Structure, Deposit Capture Functions, Interest Calculation and Commission Calculation Functions

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WealthNET - BRN
WealthNET-BRN is the Branch module that offers a comprehensive Front Office solution for the Distribution of Wealth Management products at the branches. System offers functions to capture transaction at point of sale. extensive reports are available to users at branches to get information about the business done by them/their branches based on the user's reporting access.

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