Digital Financial Adviser: TICKER Unveils “Ticker Wealth”, “Ticker EOD” in India

Tickerplant Limited (Ticker), has launched a mutual fund market back office cum investment, web based application, called “Ticker Wealth”.

The new application covers almost all features required by Individual Financial Advisers (IFA), Mutual Fund Distributors, as well as investors. Besides, Ticker has also announced the launch of “Ticker EOD” which is aimed at helping students, researchers, investors to understand the market behavior and trends.

Ticker Wealth has many innovative features like AUM report, SIP report (including SIP – expired, Bounced, expiring etc.), client portfolio (summary and detailed report), transaction report and dividend report etc. “With this product we intend to help IFAs and others to manage their businesses more effectively. Unlocking of savings through mutual funds investment is important for further financial inclusion and prosperity”, said Arindam Saha, Jt. CEO, Tickerplant. For brokerage calculation, the application will provide monthly brokerage report, upfront commission, trail commission, B30 and other brokerage incentive reports. All such reports will be displayed folio wise and scheme wise. For tracking portfolios and transactions web login facilities are provided for clients.

As an added benefit for distributors, hierarchy wise reports as well as region wise AUM reports are also made available. “I wish good luck for Ticker’s new venture into personal finance, and hope it bridges the information asymmetry for consumers”, said, N S Venkatesh, CEO, AMFI.

The advanced digital library of 3000+ Indian listed companies has been compiled in one product to provide accurate information using fundamentals and studies, with inbuilt ratio analysis.

Eminent personalities from organizations like Association of Mutual Funds in India, All Mutual Fund Distributors Welfare Association, Vista Wealth Consultants, SMC Global Securities Ltd., SREI Infrastructure Finance Ltd. , Share India Securities Ltd., Taurus Asset Management Co. Ltd., Adain Services LLP, Citrus Advisors, Delhi Financial Distributors Association, Sundaram Mutual Fund, Essel Finance AMC, NSE NMF & BSE Star MF spoke about various issues related to the industry.