Software for banks, NBFCs and wealth firms, ready for your sandbox
Eight products in three suites, built by a senior team that has spent three decades each in technology, finance and trade. Each runs on your premises or your cloud, under your brand.
Product screens throughout these pages show synthetic demo data. Names, figures and institutions in them are fictional.
WealthTech Suite
Client-facing planning, a single view of every asset, and portfolio reviews your advisers sign off. Built to turn deposit holders into multi-asset clients, under your brand.
Goal Planner
Monte Carlo goal planning your customers use inside your app.
See Goal PlannerNet Worth 360
Every account and holding in one view, via Account Aggregator.
See Net Worth 360Rebalance Desk
Drift scans against your model portfolios, with adviser sign-off.
See Rebalance DeskCreditTech Suite
Read bank statements in minutes, apply your credit policy the same way every time, and see stress building in the book before it becomes an NPA.
Statement Analyzer
Statement parsing, red flags and your credit policy, applied in minutes.
See Statement AnalyzerEarly Warning System
Borrower and sector signals that flag stress before an account slips.
See Early Warning SystemOps & AI Suite
Reconcile lakhs of transactions overnight, prepare statutory returns with a full audit trail, and give every relationship manager a copilot that does the preparation work.
Recon Engine
Three-way matching of gateways, core banking and merchant ledgers.
See Recon EngineRM Copilot
One-page client briefs and answers from your own data.
See RM CopilotReg Reporting Assistant
Return calendars, validations and sign-off with full lineage.
See Reg Reporting AssistantEvaluate before you commit
Every product can be tested in a private sandbox with realistic synthetic data. Your team checks the calculations, the reports and the speed for itself.
Tell us what to test
Pick the products and the scenarios that matter to you: a loan policy, a model portfolio, a reconciliation file layout.
We set up your sandbox
A private demo tenant with synthetic data shaped like yours, and API keys for your developers.
Your team tries it
Run calculations, download sample PDF reports, test the APIs, and review security documentation with your IT team.
Ready for your IT, security and risk teams
Every product in every suite shares the same enterprise foundation, so a second product goes live faster than the first.
API-first
REST APIs and webhooks for every function, with sandbox keys, so your teams can build on top or embed in existing channels.
Role-based access
Roles, maker and checker steps, branch and team scopes, and field masking for personal data.
Deploy where you need
On your premises, in your private cloud, or hybrid, hosted in India to meet data localisation needs.
Security by design
Encryption in transit and at rest, keys held in your KMS or HSM, and support for your VAPT and vendor-risk review.
Complete audit trail
Every login, change, approval and export logged, read-only, and exportable for audit.
White-label
Your brand, your domain and your app. Customers see your institution, not ours.
A compact senior team, accountable for every line
Large vendors send a sales team and hand you to juniors. With us, a partner with thirty years of experience owns your project from the first workshop to go-live, and our engineers understand the finance behind every screen.
You own your data and your configuration, with full documentation and long-term support after go-live.
We build software. Your institution gives the advice.
Elite Wealth Tech Club is a software company. We are not registered with SEBI as an investment adviser or research analyst, and we do not give investment, credit or regulatory advice. Our products are licensed to regulated institutions, which configure model portfolios, credit policies and reporting templates and remain responsible for every recommendation, decision and filing.
See the products with your own scenarios
Tell us which suite interests you. A partner will reply personally, usually within two working days.