Additional Details
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
