The Elite Wealth Software Solution was designed to provide a comprehensive solution to Financial Advisors and Wealth Management practises. The generic design ensures that it caters for smaller business as well as large corporate groups. Elite Wealth can integrate with other solutions e.g. dedicated CRM systems, client zones etc.
Record keeping of a of client’s personal information, contact details, relationships with other entities etc. By setting up the client’s family and business relationships combined reporting and financial planning can be done.
Keeping record of a client’s products and services at different product providers and therefore providing a consolidated view for a group of entities. The main focus of this module is to keep record of Investments and Life/Risk Products. We do however cater for higher level record keeping on Medical Aid, Short Term Insurance and Fiduciary products and services.
A business intelligence tool is available to view Assets under Management, Transactional flows, Fees raised and received etc.