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WealthTech Modules - Coggle Diagram
WealthTech Modules
Reports
Performance Reports
Tax Reports
Analytical Reports
Multi Assets
Advisory
Goal Planning
Risk Profiling
Portfolio Recommendations
DIY
Fund Explorer
Fund Comparison
Fund Details
Client On-Boarding
MF KYC
Investment Account
Review & Rebalance
Goal Tracking
Re-balancing Triggers
Data Processing
RTA Files
CAS Statements
Transactions
Mutual Fund