WealthNET PT is the product that offers versatile and user friendly WEB based front end, to enable Investors to access information on the portfolio holdings, analyse returns, benchmark returns, obtain scheme information etc., through the Internet. The customer access will be through the Distributor’s Web Site and is controlled through a customer ID/password. Access is restricted to the Customer’s own Portfolio and general analytical information.
This product is integrated with other products of WealthNET like MFD, HNI, INS, FDS and IPO to enable report & analysis on investor's investment in these areas with the distributor.

Salient features:

Ability to create Model Portfolios for simulation

NAV Analyser

Scheme factsheet

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