Wealth Elite

Wealth Elite

REDVision Tech
+
+

Related Products

  • Sharesight
    541 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • eToro
    30,846 Ratings
    Visit Website
  • Sage Intacct
    8,095 Ratings
    Visit Website
  • CoinStats
    101,067 Ratings
    Visit Website
  • Project Insight
    101 Ratings
    Visit Website
  • Planview Portfolios
    202 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Planview ProjectAdvantage
    121 Ratings
    Visit Website
  • Descartes Sellercloud
    98 Ratings
    Visit Website

About

Limina's investment management software helps everyone on your team, from portfolio managers to investment operations, save valuable time with smooth workflows & smart automation. Smooth workflows and strong automation capabilities help you get your work done quickly. Flexible dashboard & portfolio views with 300+ measures, look-through, and benchmark comparison. Smooth order raising & rebalance workflows for one or multiple portfolios at once. Accessible anywhere via web and mobile with minimal IT footprint, frequent managed upgrades, and dedicated client support, Limina is designed to reduce manual work, improve data trust, and scale investment operations efficiently. Limina offers exception-based workflows and strong automation that eliminate routine tasks and notify users only when issues occur. It supports flexible multi‑asset portfolios and order management with dashboard views, order-raising, and rebalancing across multiple portfolios.

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

Investment managers, hedge funds, and asset owners looking for a tool to ensure data trust and manage their multi-asset portfolio

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

$3,250 per month
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

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

Review this Software

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

Limina
Founded: 2014
Sweden
www.limina.com

Company Information

REDVision Tech
Founded: 2007
India
www.redvisiontech.com

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems
ETNA Trader

ETNA Trader

ETNA Software
Fusion Invest

Fusion Invest

Finastra
MoneyGuide

MoneyGuide

Envestnet

Categories

Categories

Integrations

Microsoft Excel

Integrations

Microsoft Excel
Claim Limina and update features and information
Claim Limina and update features and information
Claim Wealth Elite and update features and information
Claim Wealth Elite and update features and information