Ticker wealth

Ticker Wealth^® is a comprehensive & automated end-to end Mutual Fund 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. It provides real time reports like AUM, SIP, Transaction, Capital Gain, CRM, MIS report and many more. TickerWealth is mobile compatible and supports all browsers with 100% data security.

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Features

1. Real Time Report

AUM Report
SIP Report
Transaction Report
Dividend Report
Capital Gain Report
Brokerage Report - upfront, trail, B-15, incentive and claw back

2. Client Wise Report

Advanced and detailed Portfolio/Holding Report
Allocation Report Sector wise, Scheme wise, Stock wise, Asset 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
Performance analysis
Scheme wise allocation report
Peer Comparison

Ticker Wealth