WealthWraps

WealthWraps is a one-stop solution for investment management. It has been designed keeping in mind the requirements of an individual investor as well as a portfolio manager. It allows users to track their fixed-income/tenure and non-fixed income/tenure investments. It is solution that can be combined to create leading business solutions for Client Management, Portfolio ManĀ­agement, Back office and middle office management.

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Features
  • Provide holistic view of client's assets with convenient filter facilities and efficient asset handling
  • WealthWraps facilitates to manage to auto calculate various complex entities and activities such as tracking long term short term capital gain loss, Investment Gain/loss, Historical Holdings, Automated Corporate actions adjustment
  • Empower intuitive information management via extensive reports which is useful for Business heads, Relational Managers, Branch Head and other hierarchy level
  • Admin based hierarchy level change allows to introduce flow
  • Highly scalable to increase client or asset class within the same framework, which reduces technology and infrastructure cost
  • Provide high level data integrity through a controlled operational workflow
  • Modern and flexible design with seamless integration feature helps in minimizing error's, increasing efficiency and ultimately accelerating business operations
  • Alerts on stocks (high-low price), funds (high-low NAV), bullion, due dates for insurance premiums, maturity of FDs, NSEs, deposits and insurance policies, and for other investments can be set
  • Custom API Package
  • Maker Checker
  • Generic file upload for processing feeds files with specific format
  • Downloadable reports considering branding pattern
  • Extensive security feature for monitoring and control
  • User access rights based dynamic menu generation
  • Audit trail report for every maintainable unit
  • User friendly GUI that is customizable
Registered Office:C-MOTS Internet Technologies Pvt. Ltd.,101, Swastik Chambers, Sion - Trombay Road, Chembur Mumbai-400 071,Maharashtra, India | Tel:91-22-25229720 | Fax No.+91-22-25230011 |Email : info@cmots.com
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