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.

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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.

Solution Intended For

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Products

ACE EQUITY Nxt ACE MF Nxt ACE DATAFEED ACE TP ACE WEALTH MANAGER ACE TRANSCONNECT ACE REPORT ACE WEB

Accord Fintech Pvt. Ltd

Key Features

Solution Intended For

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ACE Wealth Manager Clientele

Accord Fintech Pvt. Ltd

OUR PRODUCTS