Best Elevay Wealth alternatives: apps like Elevay Wealth

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Free

Vete Associates Advisor Desk by VETE ASSOCIATES MFD PRIVATE LIMITED

Strong Contender

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Free

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JAIN CAPITAL INVESTMENT by Excel Net Solutions Private Limited

Worth Considering

by Excel Net Solutions Private Limited

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Free

More apps like Elevay Wealth

Staywealthy

by Vijya Fintech Private Limited

MIDASX ADMIN

by INCRED CAPITAL INCLUSION ADVISORY SERVICES PRIVATE LIMITED

InCred Wealth

View portfolio holdings by asset classAnalyze portfolio performance vs. benchmarksAccess group/owner/account level details

Manage your investment portfolio on the go with this app. Easily view holdings, analyze performance against benchmarks, and access transaction details and reports. Secure login options are available for quick access.

Enrichwise Premium Wealth App

by Enrichwise Consultancy Services Private Ltd

Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds

Manage your entire investment portfolio from mutual funds to equity shares and insurance. Track performance, download reports, and invest online. Includes helpful financial calculators for retirement, SIPs, and EMIs.

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by Flourish Wealth Management Inc.

Flourish Wealth

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

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edge360- CAMS MFD/RIA App

by Computer Age Management Services Private Limited.

Investor onboarding with Online KYCManage investor portfolios and investmentsInitiate financial and non-financial transactions

This app helps mutual fund distributors manage investor portfolios, process transactions, and track earnings. It offers features like online KYC, statement generation, and transaction status tracking for CAMS-serviced mutual funds.

For Mutual Fund Distributors

Kotak Business Hub

Monthly business performance snapshotInsightful opportunity reports for cross-sellingExpert-led ProStart videos for skill enhancement

This app helps mutual fund distributors manage their business operations efficiently. It provides access to business analytics, client data, and marketing resources to boost productivity and client servicing.