Peri® vs Sumex Private Wealth

Peri is a web and app-based expense management platform that can be used to punch in all official expenses, including expenses incurred for official trips. Peri enables users to quickly review their organization’s xpense policy and helps them stay within their allocated allowances thus helping businesses to optimize costs by bringing more visibility and control into corporate spending. Key Features: · EXPENSE MANAGEMENT: Enables users to submit expenses in different currencies and expense categories by uploading bills and receipts · EXPENSE POLICY MANAGEMENT: Aids in defining expense category-wise budgets, setting base currencies, and assign them to the appropriate user levels · APPROVAL WORKFLOW MANAGEMENT: Optimizes department wise workflows related to expense approval and reimbursement · TRIP REQUEST MANAGEMENT: Streamlines the process of raising travel requests, approval of such requests, and the disbursement of advances whenever necessary · INTELLIGENT BUSINESS DASHBOARDS: Creates user-friendly graphical and tabular reports status by month, Expense Summary by category, and Report summary by status · ACCESSIBLE ONLINE OR THROUGH APP: Employees can access PERI from anywhere and at any time using any internet-enabled device or by downloading the PERI app

Investment Portfolio App for customers of Sumex Private Wealth Sumex Private Wealth is a state-of-the-art investment & insurance portfolio management App for customers with Sumex Private Wealth App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss. Here are some of the many features of the Sumex Private Wealth App: A. Get a summary view of the current status of your investments across asset classes B. Get a summary view of the insurance cover of all members in your family C. Drill down to full detail D. View Upcoming portfolio events E. Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc. F. Buy / Redeem / Switch Mutual Funds online from any AMC G. Get best in the class MF advisory H. Raise a service ticket to your advisor I. Host of useful financial calculators to help you plan your short term and long-term financial goals. J. Digital Vault ñ access your important documents anytime from your Smartphone K. Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc. L. Track small saving investments like PPF, NSC, KVP, FD, RD etc. M. Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.