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Products & Services | Elite Wealth

 

The Elite Wealth Software Solution was designed to provide a comprehensive solution to Financial Advisors and Wealth Management practises. The generic design ensures that it caters for smaller business as well as large corporate groups. Elite Wealth can integrate with other solutions e.g. dedicated CRM systems, client zones etc.

Client Management

Record keeping of a of client’s personal information, contact details, relationships with other entities etc. By setting up the client’s family and business relationships combined reporting and financial planning can be done.

Portfolio

Keeping record of a client’s products and services at different product providers and therefore providing a consolidated view for a group of entities. The main focus of this module is to keep record of Investments and Life/Risk Products. We do however cater for higher level record keeping on Medical Aid, Short Term Insurance and Fiduciary products and services.

Reporting

  • Consolidated and customized client reporting
  • Asset class exposure
  • Multi-currency
  • Money weighted IRR calculations
  • Value and transaction bulk import tools
  • Fee management
  • Data available from major investment companies

    • Business Intelligence

    A business intelligence tool is available to view Assets under Management, Transactional flows, Fees raised and received etc.

    Practice Management

  • Workflow and task management
  • Electronic document storage
  • Record keeping of interactions with clients
  • Office template management


    • Financial Planning

  • Investment Planning
  • A comprehensive cash flow analysis is done and your unique houseview is applied to create your personalised Investment proposal
  • FNA (Financial Needs Analysis)
  • Wealth Creation
  • Position of Estate and Dependants at death
  • Sickness and permanent disability




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