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WealthNet PT -
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WealthNET PT is the product that offers versatile and user friendly WEB based front end, to enable Investors to access information on the 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.

Salient features:

Ability to create Model Portfolios for simulation

comparion of portfolios performances

Customer Portfolio Statement

NAV Analyser

Scheme factsheet

Download application forms

Allows posting of Advisory data

Allows posting of top 10 funds as rated by any rating agency