Wealth Management System (WTCorp)

Wealth Track Auto:(Corporate version)
• Fin-Soft Solutions has proposed Wealth Track Auto(Corp), a comprehensive web-based solution for managing distributor operations across MFs, Bonds, FDs and IPOs.

WT-Corp has 2-modules:

• The front end module which allows access of certain entry forms and reports on browser by RMs/ sub-brokers, etc. at branches
• The back end module at head office which allows back office functions like master maintenance, brokerage module maintenance, generation of various MIS, etc.
• Product Covers: MF+EQ+BONDS+Other instruments & Consolidated Report.(You can define any products require by you)
• Only for MF is also available.

Key features include:-
• Various forms to capture/ change contact data of all intermediaries in the distribution chain, create intermediary codes and record inter-se hierarchies and client  relationships
• An automated facility to register MF clients and transaction (By uploading files only available from MFs registered with CAMS, Karvy, Templeton , Sundaram etc ) and a manual capture of all other transactions.
• Reconciliation of transactions with daily log.
• Allows easy entry/ change of various brokerage and sub-brokerage structures
• Automated updating of historical MF NAVs, fact-sheets and select indices.
• Generates various client, sales performance, brokerage, sub-brokerage, MF performance reports, etc.
• Easy but fully secured access of the software available on the Web. Controlled by user rights from central location.
• 100% data secrecy & secured database.
• A complete web based solution for the Mid and Large sized Distributors/Advisors.
• WT CORP is available only for Mutual Funds or with consolidate products.
• Product cover: Mutual Funds, Bonds, Fixed Deposits, Equity -Share Market and Other custom defined asset class.
• Brokerage tracking, distribution network, MIS reports etc are easily available, almost at fingertips.



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