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Wealth Envoy Detail Information
 

Share market trading has always been uncertain to predict (impulsive) and requires a lot of knowledge. And hence a new generation of technical analysts and advisors has come up for the cause. They share their domain knowledge to people who have the enthusiasm to invest in Stock Market.

Recently there has been a trend of Share brokers & new entrepreneurs entering in this field of advisory services. They provide investment ideas or tips to customers during market hours. They register customers for their services, provide them multiple schemes to select from, maintain their renewals, send them tips and publish their performance records to make customers and prospective customers aware of their accuracy and expertise of the domain.

This requires plenty of man hours and resources to manage the backend business processes and front end customer management and call management.

On identifying the need of a system which simplifies their business process, Aruhat is proud to introduce Wealth Envoy.

Wealth Envoy is a web based secure access service. It has been developed and launched by keeping in mind the business processes of Financial Advisors. The vision behind the service is to enable financial advisors to communicate, track and analyze wealth related information, helping them to increase revenue and decrease costs in lesser efforts. The user of Wealth Envoy can single handedly take care of all his/her tips, without even going through the complications of remembering the tips that have to be closed or seeing the sent reports. (S)He can easily handle the communication, offered schemes and renewals of trial customers and paid customers. (S)He will take the time of just a single click to fetch the performance reports of his/her calls or tips. Thus Wealth Envoy offers a standard platform to Stock Market advisors to perform their business processes in the least possible time and with great accuracy.

Wealth Envoy is equipped with features like call type management, scheme management, subscriber management, scrip management, tips management & reports to ensure smooth functioning of your processes. Each of the features is loaded with many sub functions interlinked with other features for smart management of the work flow.
With Call type Management feature you can define different call types like Intraday, F&O, BTST, STBT, etc. against different Schemes. You can also set standardized message templates for every call i.e., buy, sell, target hit, stop loss hit and close call.
With Scheme Management feature you can manage different offered schemes to customers with their name, price and validity days, set single/multiple call type for each Scheme and allot different alpha numeric Sender ID to each scheme.
With Subscriber Management feature you can allot the scheme to the subscriber which (s)he has selected and thus restrict the customer’s validity as per the scheme. Thus restrict clients from receiving advices after their validity period is over. You can store subscribers name, mobile number, email, etc. You can import bulk list of subscribers and also maintain their validity and renewals.
With Scrip Management feature Wealth Envoy provides as list of scrips. You can also manage all the scrips by call types. Wealth Envoy also has the feature of auto saving the scrips, which can be utilized in storing the scrips as per your defined code.
With Tips Management feature, you can send standardized calls with call type, buy/sell, scrip, CMP (current market price), S/L, Tgt1, Tgt2 and Tgt3. You can also follow up on the given targets by sending standardized messages by just clicking on the targets through the same window. You can also append time of call in every message. All the open calls can be closed and a standard message can be sent for the same. All these records will be stored for further reporting purpose.
All the records of calls will be available in Reports. Ready to publish reports: Scheme wise, Profit/loss wise, Date wise, week wise, month wise, call type wise, etc. These reports are available in table and charts. They can be exported in excel or csv format and can be published as and when required.
   
While being an online service, Wealth Envoy doesn’t restrict you to a particular location and can be accessed from around the globe.

The communication of financial advices through Wealth Envoy is backed up by VIBGYOR. Every Wealth Envoy account is empowered with Gold SMS Service of VIBGYOR, which enables clients with instant delivery of SMS supported with multiple Gateway routing.

Thus with Wealth Envoy,
You can define Trial scheme with selective days validity, so that the free trial customers could not get free calls for more.
Define offered schemes, with their validity period.
Manage customers according to their selected schemes, to send specific calls to selected scheme members only.
Renew customer services as and when their scheme validity gets over, so as the customers can again start receiving the calls.
Allot different Sender IDs for different schemes.
Define standard SMS templates for each call type like Intraday, Delivery, F&O, BTST, etc.
Use standard format to send calls like “call type – Buy/Sell – Scrip – Scheme – CMP – SL – TGT1 – TGT2 – TGT3.
Define standard SMS templates for SL, TGT1, TGT2, TGT3 and Close Tip, so that they can be sent in minimum time when ever any of them is hit for each call.
Manage scrips with your defined codes with auto save facility of scrips.
Append time with each call.
Maintain records of each call along with their Profit/Loss amount wise and percentage wise.
Fetch performance reports daily, weekly, monthly, scheme wise, call type wise, etc. that can be published on your website or any other communication device.
Publish charts and tabular performance reports.