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Average Ratings 0 Ratings
Description
The Elite System stands out as the most comprehensive and leading solution for workflow and marketing in the industry. It is designed with all the necessary tools to effectively promote yourself as an appraisal expert within your community while also attracting clients outside of the lending sphere. When used alongside TOTAL and Titan Reports, the Elite System creates an optimal working environment for appraisers. From the instant you obtain an order to its final delivery, the resources included in Elite support you throughout the entire process. Additionally, you will gain exclusive access to specialized workflow and marketing webinars, along with live training sessions, equipping you with a competitive advantage in the marketplace. This combination of features ensures that appraisers can thrive and excel in their profession.
Description
Wealth Elite is a cutting-edge, white-labeled SaaS platform powered by Artificial Intelligence, designed specifically for India's leading financial advisors. This comprehensive solution includes features such as digital client lifecycle management, robust portfolio reporting and rebalancing tools, business intelligence capabilities, online transaction processing, goal tracking, video KYC, financial planning assistance, and in-depth research resources, all aimed at enhancing the advisory experience. Additionally, it streamlines operations and improves client interactions, making it an invaluable asset for financial professionals.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
a la mode
Website
www.alamode.com
Vendor Details
Company Name
REDVision Tech
Founded
2007
Country
India
Website
www.redvisiontech.com
Product Features
Real Estate Agency
Calendar Management
No
Client / Property Matching
No
Client Database
Yes
Commission Management
No
Contact Management
No
Contract Management
No
Email Marketing
No
Flyer / Catalog Printing
No
Lead Management
No
Listing Management
No
Property Database
Yes
Website Management
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No