Software for Mutual Funds Management
Clarity. Compliance. Confidence. WealthServ software for mutual funds management helps mutual fund dealers across Canada do better business by offering a complete solution for keeping reps and regulators happy. Reps can confidently sell more with access to performance reporting and data analysis tools, and their commissions are automatically tracked and paid. With WealthSErv's thorough compliance tracking and management tools, you save time and keep regulators at bay.
Other benefits of WealthServ software for mutual funds management:
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Reduced Costs
- Free software upgrades
- Lower POS costs
- Reduced fax, printing and courier costs
- Complete order generation reduces re-work costs
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Increased Revenues
- Improved productivity means greater business volumes
- Higher quality information and better services attracts new business
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Increased Client Satisfaction
- Consolidated information and tools allow for better analysis and advice
- Less time spent organizing data means quicker client service
- Clients are empowered with self-serve access to their portfolio information
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Simplified Training
- User-friendly forms and interfaces
- Streamlined integration with your existing processes
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Improved Communication
- Encrypted, fully audited messaging tagged to specific business
- Accommodation of all data formats so you can open and read documents your way
- Fully integrated fax, image, e-mail and message management
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Assured Security
- Business conducted through secure, compliant hosting
- Protect your own data with a comprehensive audit trail
- Complete compliance management and control