ace wealth manager
ace wealth manager
The Investments Monitor

ACE Wealth Manager is a web based multi asset back office solution with Transaction, Revenue Management, MIS and Client Portfolio. It is best suited for Mutual Fund Distributor, IFA, Stock Brokers and Wealth Managers. It can also be extended to Branch, Employee (RM) and Sub-broker/Franchisees.

Key Features

  • Registrar import for transaction, SIP, Investor static information, AUM and brokerage files.
  • Manual Entry / Upload Module.
  • Calculation and Reconciliation of different kinds of brokerages.
  • Market Data(Raw Data)/I Frames(Dynamic Web content information update live)
  • Comprehensive pick and choose MIS reporting
  • A consolidated Wealth Report: Up-to date and in depth overview of all assets.
  • Web Login ID creation fro Branch, Branch, Employee (RM) and Sub broker/Franchisees.

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ACE Wealth Manager Clientele

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