Ticker Wealth

Ticker Wealth

Ticker Wealth® is a comprehensive & automated end-to end Mutual Fund business solution for IFA s and corporate level MF distributors. It is completely outfitted with cutting edge reporting tools and advanced level of analysis to empower a distributor to grow their business and reach. It provides real time reports like AUM, SIP, Transaction, Capital Gain, CRM, MIS report and many more. TickerWealth is mobile compatible and supports all browsers with 100% data security.

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1. Real Time Report

  • AUM Report
  • SIP Report
  • Transaction Report
  • Dividend Report
  • Capital Gain Report
  • Brokerage Report - upfront, trail, B-15, incentive and claw back

2. Client Wise Report

  • Advanced and detailed Portfolio/Holding Report
  • Allocation Report Sector wise, Scheme wise, Stock wise, Asset category wise
  • Transaction Report
  • Capital Gain Report

3. Comprehensive Scope

  • CRM
  • Online transaction with integration of NSE and BSE MF Platform
  • MIS Report
  • Email and SMS integration
  • Pre-Filled Transaction Form

4. Mutual Fund Report

  • Top Performing scheme
  • Easy to use filter and sort option
  • Performance analysis
  • Scheme wise allocation report
  • Peer Comparison

5. Client Login through Web page/ Mobile (Android & IOS)