Elite Wealth Solutions
HQ Address
Boardwalk Office Park, Block 7, Unit 7, Eros Street, Faerie Glen, Pretoria, South Africa
Website Address
Business introduction
The software solution that enables financial advisors to manage their practice
Elite Wealth provides a software solution for medium to large financial advisory companies
Elite Wealth provides a software solution for medium to large financial advisory companies. Our web-based system enables advisers to manage their practice and includes client management, state-of-the-art financial planning tools as well as automated daily data feeds and client reporting.
In this changing industry, we are continuously adapting and improving our system to stay ahead of our clients’ needs.
We operate towards a unified, transparent and achievable goal. Our mission for the future is embedded in everything we do and helps our team to stay focused and efficient.
Elite Wealth Solutions Solutions
Elite Wealth Software Solution
The Elite Wealth Software Solution was designed to provide a comprehensive solution to financial advisors and wealth management practises. The generic design ensures that it caters for smaller business as well as large corporate groups. Elite Wealth can integrate with other solutions e.g. dedicated CRM systems, client zones etc. ...
