Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

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 

Alternatives

Alternatives

PV Elite Reviews

PV Elite

Hexagon PPM
Elite X Auto Trader Reviews

Elite X Auto Trader

Elite Signals
ETNA Trader Reviews

ETNA Trader

ETNA Software