FundExpert: Scaling up Financial Advisors via Modern Digital Platform
Financial technology is the intersection between financial services and new technologies to improve existing products and services. FinTech is widely perceived as a driver of innovation, and in the wealth management industry, the adaptation of financial technology has led to the development of digital wealth management services and platforms. The user-growth of digital platforms are superior customer experience and low-to-zero cost for trading in equities coupled with enhanced features like Algotrading, backtesting, and free access to research reports. Wealth management in India has witnessed a significant shift towards 'digital investing', which is an investment through mobile or web applications.FundExpert is a completely automated digital multi-asset wealth management platform that allows financial advisors to offer intelligent automated advisory using next-generation technology and overcome challenges like customer acquisition cost, retaining clients, and servicing cost. It comes with highly advanced features like paperless customer onboarding, RTA sync up, portfolio tracking, advanced insight & reports, goals tracking & custom investment baskets, and covers the entire spectrum of wealth management such as MF, Stocks to Gold, Insurance, Bonds, and many more.
The platform provides the digital identity for the advisors, real-time access to their client, automates managing, monitoring, and reporting of client portfolios. Also, it increases the advisors’ earnings multifold through new financial Products and Services offered to their clients. The platform comes with the highest quality support through specially assigned RMs and auto-ticketing Systems.
Furnishing Digital Identity to Advisors across the Country
Moreover, Small Financial Advisors do not have access to quality digital platforms to bring down customer acquisition and operation costs unlike larger institutional advisors, which means most of the small financial advisors do not have their own digital identity. Without such access, the small advisors are losing out on the massive growth opportunities offered by the fast-growing sector of financial services and are unable to get a complete wallet share of the clients' investments across a plethora of investment choices being available.
Significantly, FundExpert Platform is India's first Zero cost advanced hightech wealth management solution for financial advisors, which allows them to manage and automate their entire business operations at Zero cost. "We have been working on this idea for the last 2 years and the platform went completely live and fully operational 6 months back, around 1000 Advisors have signed up to use FundExpert Platform and they have used the platform to connect to 150000 clients portfolios for managing and monitoring them. Financial advisors from all remote corners of India have got their own digital identity and have greatly increased the size and scale of their advisory business.
These advisors simply love us for the technological innovations in our product that we have added, making us highly irresistible and incomparable with any other platforms which they were using. Thanks to the raving reviews posted by our advisor users, we have become India's highest-rated Advisor Software APP of 4.7+ in Google Play Store” signifies Anuraag Saboo, CoFounder at FundExpert.
FundExpert is building India’s largest financial products distribution platform by empowering the existing trusted network of financial distributors & advisors to ensure innovative financial products & services reach all parts of India. Currently, FundExpert is in the process of scaling the reach multifold, and in the coming financial year 2021-22, the company is targeting 300% growth in the advisors and client portfolio management through the platform. Also, the company is looking forward to adding new solutions for personal financial advisory engines powered with AI and machine learning capabilities as well as new-age financial products in Equity, Insurance, Loans, and eGold investments.
Moreover, Small Financial Advisors do not have access to quality digital platforms to bring down customer acquisition and operation costs unlike larger institutional advisors, which means most of the small financial advisors do not have their own digital identity. Without such access, the small advisors are losing out on the massive growth opportunities offered by the fast-growing sector of financial services and are unable to get a complete wallet share of the clients' investments across a plethora of investment choices being available.
Significantly, FundExpert Platform is India's first Zero cost advanced hightech wealth management solution for financial advisors, which allows them to manage and automate their entire business operations at Zero cost. "We have been working on this idea for the last 2 years and the platform went completely live and fully operational 6 months back, around 1000 Advisors have signed up to use FundExpert Platform and they have used the platform to connect to 150000 clients portfolios for managing and monitoring them. Financial advisors from all remote corners of India have got their own digital identity and have greatly increased the size and scale of their advisory business.
These advisors simply love us for the technological innovations in our product that we have added, making us highly irresistible and incomparable with any other platforms which they were using. Thanks to the raving reviews posted by our advisor users, we have become India's highest-rated Advisor Software APP of 4.7+ in Google Play Store” signifies Anuraag Saboo, CoFounder at FundExpert.
FundExpert is building India’s largest financial products distribution platform by empowering the existing trusted network of financial distributors & advisors to ensure innovative financial products & services reach all parts of India. Currently, FundExpert is in the process of scaling the reach multifold, and in the coming financial year 2021-22, the company is targeting 300% growth in the advisors and client portfolio management through the platform. Also, the company is looking forward to adding new solutions for personal financial advisory engines powered with AI and machine learning capabilities as well as new-age financial products in Equity, Insurance, Loans, and eGold investments.
