Provide digital experience to your cutomers DIGITAl

Thousands of prospects are searching online for new advisors every day. Without a proper website, you may be missing out on those leads.



Get a modern, mobile responsive website up and running in simple steps.

Why ECRWealth For Mutual Fund Advisors eCRWEALTH

  • Our goal is to build websites for financial advisors that create “wow” reactions from the first page to the last. We have a team of talented professionals who have passion for building great sites.


  • We build our financial advisor websites with technology that is fast, dynamic, and has all the latest features.

View Templates RESPONSIVE

Engage new prospects and enrich existing relationships with a professional website that reflects your brand. Now you cancreate and easily maintain a high-quality advisor website to boost your digital marketing strategy. Select your template from the variety of modern and mobile friendly designs.

MF Advisors-Features FEATURES

Banners01

Comprehensive content rich website to enhance your professional image at par with the best in the class distributors. Enable your customers with rich online goal based financial planning.


Your site visitors can register and open an online account instantly with BSE Star MF / NSE NMF II

Start SIP Instantly02

Your customers / site visitors can start SIP instantly. After complete registration, investor can do quick lumpsum transaction and start SIP instantly with ease of GUI (Graphical User Interface).

About Mutual Fund03

Detailed information on all MF schemes with performance, allocation, exposure etc.

Online Investment04

Provides innovative investment solutions for important life goals

Investment Calculators05

Tools to help you take the right investment decisions

Service Offerings06

Multi asset class portfolio management. Your customer can see their marked-to-market wealth portfolio online on your website.

Knowledge Center07

Investor awareness videos and articles to educate the customers about investment benefits in mutual funds.

Quick Investor Registration08

Through registration, your website collects prospect / investors data in two phases i.e. 1)- Name with Contact Details, 2)-remaining details required for customer and mandate registration. So even though prospects provide name with basic details, IFA can approach and take it to completion.

KYC Provision!09

While registration, system check about KYC on the basis of PAN, and populate two options, Physical and Video KYC, as per customer preference, KYC is processed. For Physical KYC, system provides prefilled KYC Form and for Video KYC, system complete within 4-5 mins with minimal customer input.

Maximum Reach Towards Prospects and customers10

Your white labeled website is developed with your brand, to provide the maximum push in the market (using SEO, SEM, Social Media, Digital marketing…. and so on), maximum you will get prospect customer. You can conduct IAP (Investor Awareness Program) and reach out as many customers as possible.

No Intervention of Advisor!11

From Investors registration >> Document Upload >> Mandate Registration >> Lumpsum and SIP >> Portfolio Access, all can be done from investor’s end with easy experience without intervention of Advisor.

Sales And Analysis Tools For Prospect Customer12

Various tools are available for visitors to understand benefits of investing.

MF Advisors-Features FEATURES

Get in Touch Contact

Our pricing is customized in various packages depending on your requirements and set up.
Share your details with us and our representative will call you to discuss further

Have a Query ? Ask Us ASK US

For more information on our other financial products, do visit our website

What our Clients Say TESTIMONIALS

About

ECR Wealth is a product by Datacomp Web Technologies, a well-known player in the Insurance & Financial Services automation software sector. Since the last three decades, Datacomp has been developing software solutions for the intermediaries in the finance and insurance sectors.

Contact Info

+91 (022) 6148 6000

+91 (022) 6183 8000

2nd Floor, Techniplex II,
Jn. Veer Savarkar Flyover & S.V. Road, Goregaon (West), Mumbai – 400062.

@Copyright 2019 Datacomp Pvt Ltd.| All Rights Reserved