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Welcome | Elite Wealth

Elite Wealth is a software solutions company and provides a service to Financial Advisors. The web-based software enables an advisor to manage their practice and includes Client Management, consolidated Portfolio views, Business Process Management and integrated Financial Planning modules. Investment and Risk product data from various product providers are consolidated onto one platform, providing a consolidated view and state of the art client reporting as well as valuable Management Informatio

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Hayme●●●●● Str.

Faer●●●●Glen

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South Africa ZA

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Ki●●●●●@MyPrivacy.ca

View this contact

Elite Wealth

Kirill Peslyak

Boardwalk Off●●●●●●●●●●●●●ock 7, Unit 7

Hayme●●●●● Str.

Faer●●●●Glen

Pre●●●ria , Gauteng, 0043

South Africa ZA

27.7●●●●0851
27.1●●●●5054
Ki●●●●●@MyPrivacy.ca

View this contact

Elite Wealth

Kirill Peslyak

Boardwalk Off●●●●●●●●●●●●●ock 7, Unit 7

Hayme●●●●● Str.

Faer●●●●Glen

Pre●●●ria , Gauteng, 0043

South Africa ZA

27.7●●●●0851
27.1●●●●5054
Ki●●●●●@MyPrivacy.ca

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Welcome | Elite Wealth | elitewealth.biz Reviews

https://elitewealth.biz

Elite Wealth is a software solutions company and provides a service to Financial Advisors. The web-based software enables an advisor to manage their practice and includes Client Management, consolidated Portfolio views, Business Process Management and integrated Financial Planning modules. Investment and Risk product data from various product providers are consolidated onto one platform, providing a consolidated view and state of the art client reporting as well as valuable Management Informatio

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Welcome | Elite Wealth

http://www.elitewealth.biz/index.html

Why Elite Wealth Solutions? Be unique with customized client reporting. Let us help you to consolidate your data. Become part of an integrated financial planning world. What is Elite Wealth solutions? Sophisticated easy to use Financial Planning software - Client Management - Financial Planning Tools - Document Storage and Workflow - Consolidated Client Reporting - Management Information. Build a relationship with your software provider! Contact us / Request a demonstration. Should you wish to be unsubsc...

2

Team | Elite Wealth

http://www.elitewealth.biz/team-elite-wealth.html

Director and Software Engineer). Margo studied B.Com (Financial Management) at the University of Pretoria. She started her career as a Financial Assistant at Citadel Investment Services and later became a business analyst in their Wealth Management software team. After eight years at Citadel, Margo joined RMB Private Bank as a Business analyst for the First Rand Wealth Segment. She then joined Elite Wealth in 2011. Business Analyst and Project Manager). Business Analyst and Project Manager).

3

Clients | Elite Wealth

http://www.elitewealth.biz/clients-elite-wealth.html

At Elite Wealth we focus on the top-end of the financial planning market. Our clients range from the top segments in banks to well known service providers as well as smaller sophisticated financial advisors. Your mobile number (for SMS campaigns). Your email address (for email campaigns).

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Partners & Links | Elite Wealth

http://www.elitewealth.biz/partners-links-elite-wealth.html

Partners and Links Elite Wealth. Allan Gray Advisory Services. To help you meet the challenges of managing an independent advisory practice in a constantly evolving environment, Allan Gray has established specialised support structures and services, including objectively researched third party service providers and a bespoke Practice Development Initiative. Fina Metrica (The Risk Tolerance Experts). FinaMetrica offers a special 20% discount to all Elite Wealth advisers, click here.

5

Products & Services | Elite Wealth

http://www.elitewealth.biz/products-services-elite-wealth.html

Products and Services Elite Wealth. The Elite Wealth Software Solution was designed to provide a comprehensive solution to Financial Advisors and Wealth Management practises. The generic design ensures that it caters for smaller business as well as large corporate groups. Elite Wealth can integrate with other solutions e.g. dedicated CRM systems, client zones etc. Consolidated and customized client reporting. Money weighted IRR calculations. Value and transaction bulk import tools. Position of Estate and...

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Why Elite Wealth Solutions? Be unique with customized client reporting. Let us help you to consolidate your data. Become part of an integrated financial planning world. What is Elite Wealth solutions? Sophisticated easy to use Financial Planning software - Client Management - Financial Planning Tools - Document Storage and Workflow - Consolidated Client Reporting - Management Information. Build a relationship with your software provider! Contact us / Request a demonstration. Should you wish to be unsubsc...

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