WealthPlanned!
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Personal Information
Entreprise/Lieu de travail
Mumbai India
Profession
Financial Planning and Wealth Management software
Secteur d’activité
Finance / Banking / Insurance
À propos
WealthPlanned! is a complete wealth management solution that combines sophisticated financial planning functionality with execution management, accounting and reporting. It supports all kinds of wealth advisory business models: PMS and non-PMS, Discretionary and Non-Discretionary, Advisory and Executionary. WealthPlanned!’s workflow complies with the 6-steps of Financial Planning methodology recommended by the Financial Planning Standards Board. Wealthplanned! is part of CMC Ltd.’s solutions suite for the entire Capital Market’s requirements.
Mots-clés
wealth management
financial planning
cmc
depository
capital market
portfolio management
wealthplanned
brokerages
kra
sebi
cloud software
software
broker
capital market solutions
financial planning standards board
hni
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