Aruhat Technologies Pvt. Ltd

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Wealth Envoy Wealth Envoy will enable Financial Advisors to communicate wealth related information in an organized way along with the mechanism to Track & Analyze such communications; which will help them in improving quality, reaching to higher number of Subscribers with lesser efforts, increasing revenue and decreasing costs. With Wealth Envoy you can: Track & Analyze your Research Performance Track Revenues generated by Research Calls Manage Subscribers & their Renewals Close Trade Calls automatically as the scrip reaches the closing price Organize your Business Process Increase Profit Margins Wealth Envoy in your Business Process – Revise and make precise: Subscriber can register online for various schemes through Self Care portal Define Free Trial Scheme with validity days to restrict free services Define offered schemes, with their validity period. Manage customers according to their selected schemes. Renew customer services Allot different Sender IDs for different schemes. Define standard SMS templates for each call type like Intraday, Delivery, F&O, BTST, Buy Above, Sell Below, etc. Use standard format to send calls like call type - Buy/Sell - Scrip - Scheme - CMP – SL- TGT1- TGT2 - TGT3 Define standard SMS templates for SL, TGT1, TGT2, TGT3 and Close Tip, so that they can be sent in minimum time. Manage scrips with your defined codes with auto save facility of scrips Append time with each call Maintain records of each call along with their Profit/Loss amount wise and percentage wise. Fetch performance reports publishable on your website Publish charts and tabular performance reports Wealth Envoy can be Integrated with the following Systems as per the required Modules / Features / Customizations: Trading Back Office Live Trading Terminal – to be removed after thinking Real Time Quote System Client Master Finance / Accounting System Organization Website