Smart Solution For Financial Advisors Solution

  • Separate yourself from the competition and promote your brand digitally

  • Interact with your clients and prospects and maximize your website ROI

  • Expand your business through upselling and cross selling opportunities

Why ECRWealth for Financial Advisors eCRWEALTH

  • Support to various market segments like Life and Non-Life Insurance, Mutual Funds, Bonds, Small Savings etc.
  • Profit multiplying tool.
  • Reduces the cost per transaction with your customer.
  • Be constantly in touch with your customers - 24 hours of the day, 7 days a week and 365 days a year.
  • Expand your marketing reach internationally. Easily upgrade as per your requirements.
  • Branding your organization.

View Templates RESPONSIVE

ECRWealth gives you a professional edge to enhance your brand.
Select your template from the variety of modern and mobile friendly designs.

Our Features FEATURES

Launch your highly customised website

Multi Asset Class Management 01

Manage your multiple asset classes, be it insurance, mutual funds, bonds, fixed deposits etc. in one system.

Sales and Marketing 02

Build and strengthen your customer relationships using various channels (eGreeting and SMS messages). Excellent opportunity to do cross selling and increase your business.

Customer Portal03

Customers can now see online portfolio of all their investments across assets anytime.

Get in Touch Contact

We have customised pricing based on your requirements. Share your details with us and our experts
will contact you to understand how we can best support you.

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