Mutual Fund Houses

Ticker Wealth

Ticker Wealth TM is a comprehensive & automated end-to end business solution for IFA’s and corporate level MF distributors. It is completely outfitted with cutting edge reporting tools and advanced level of analysis to empower a distributor to grow their business and reach.

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Features

1. Real Time Report

  • AUM Report
  • SIP Report
  • Transaction report
  • Dividend Report
  • Capital Gain Report
  • Brokerage Report

2. Client Wise Report

  • Advanced and detailed portfolio/Holding Report
  • Allocation Report sector, schemewise,Stock wise,assest category wise
  • Transaction report
  • Capital Gain Report

3. Comprehensive Scope

  • CRM
  • Online transaction with integration of NSE and BSE MF Platform
  • MIS Report
  • Email and SMS integration
  • Pre-Filled Transaction Form

4. Mutual Fund Report

  • Top Performing scheme
  • Easy to use filter and sort option
  • Performanance analysis
  • Scheme wise allocation report
  • Peer Comparision

5. Client Login through web page/ mobile (Android & IOS)