Wealth Elite

Wealth Elite

REDVision Tech
+
+

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About

Delivering the gold standard of Enterprise Data Management — fast, accurate and ready. We understand the value of a good decision…and the cost of a bad one. To our clients, data is more than an operational necessity – it is a strategic asset. We see to it that you get accurate, consistent, usable data to make smarter decisions that support your business growth and regulatory compliance. GoldenSource has been delivering the gold standard of enterprise data management to the financial industry longer than any other firm. Validated, enriched and properly curated reference, risk and market data, delivered seamlessly to downstream systems, is a huge asset to your business growth and data governance. Industry best practices are an additional benefit when you work with GoldenSource – we are one of the founders of the EDM Council, proactively working towards a standardized system for data governance for our industry.

About

Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial industry companies seeking a solution to manage their data and compliance operations

Audience

Financial Advisors, Mutual Fund Software, Mutual Fund Software For Distributors, Mutual Fund Advisors

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

GoldenSource
Founded: 1984
United States
www.thegoldensource.com

Company Information

REDVision Tech
Founded: 2007
India
www.redvisiontech.com

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Categories

Categories

Integrations

No info available.

Integrations

No info available.
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