WealthWiz

Description

WealthWiz is an on-demand platform for wealth management and financial services, providing customers with comprehensive insights into their investment data and performance. Users can view detailed information on their investments, including Absolute Returns (ABS) and Extended Internal Rate of Return (XIRR). The platform also allows users to generate various reports such as Holding Reports, Transaction Reports, Capital Gain Reports, Eligible Capital Gain Reports, and Multi-Asset Reports, ensuring they have all the necessary tools to manage their wealth effectively