This mutual fund software for distributors an advisor can reduce manual efforts and run automated investment

We are always pivot to new implementation in existing software as well to make new inventions as it may be SOA feature, Robo advisory or invest online. With this mutual fund software for distributors an advisor can reduce manual efforts and run automated investment.For more information visit @-https://www.redvisiontech.com/

This mutual fund software provides comprehensive current data on stocks

This mutual fund software provides comprehensive current data on stocks, Mutual funds, currencies, and other securities in a variety of useful formats that updates daily as per market closing.For more information visit @-https://www.redvisiontech.com/

The need for mutual fund software comes

Some investors choose to do technical analysis of mutual funds by hand, and they are very good at it. These people include mutual fund managers and expert day traders and doing technical analysis by hand can take a lot of time and is a lot of work so here the need for mutual fund software comes in a view.For more information visit @-https://www.redvisiontech.com/

Historical transaction records in mutual fund software

Mutual Fund software is used by distributor professionals to watch the risk and return characteristics of their client’s portfolios on historical data. Live NAV updates, sensex update for equity funds is also there.For more information visit @-https://www.redvisiontech.com/

Large number of distributors chooses this mutual fund software

Large number of distributors chooses this mutual fund software to help them do the technical analysis of their mutual fund scheme quickly, efficiently and can look at past mistakes investors may have made and avoid said mistakes in the future.For more information visit @- https://my-eoffice.com/

Mutual fund software name as “wealth e office” is slowly and steadily

Mutual fund software name as “wealth e office” is slowly and steadily becoming more popular among advisors to make money. The reason is that an investor becomes interested in buying mutual funds available online, because this is the only and most profitable legal gambling method ever thought of by the business world.For more information visit @-https://www.redvisiontech.com/ 

Asset allocation in mutual fund software in india

There is asset allocation for every investment it may be equity or debt there is also the sub categorization for this equity and debt category, this details are not provided by any other vendor on same page as we provides to you in this mutual fund software for IFA and then it reflect to your client. It can be check for all clients in a single shot as the category may be any type – DIVERSIFIED, INCOME, SECTOR, BALANCED and TAX SAVING FUNDS (ELSS).For more information visit @-https://www.redvisiontech.com/

New advancement in mutual fund software

For an IFA as a beginner this mutual fund software will be a boon as start up because if a single client will be happy with software reports then will do mouth publicity to his near ones and colleagues.For more information visit @-https://www.redvisiontech.com/

The mutual funds through a knowledgeable distributor is a great benefit

Whether you would be a house wife, want to supplement your saved money or put your money to be used, investing in the mutual funds through a knowledgeable distributor is a great benefit and if a distributor having this mutual fund software then it will be the icing on a cake.For more information visit @-https://www.redvisiontech.com/

Online mutual fund software named as “wealth e office”

All in one software - 70% cost cutting means no need to buy multiple software, all asset classes, CRM, Financial Planning, Goal Mapping, and Lead Generation available in one software.  Advisor may be having clients who are just starting with mutual fund investments purchase mutual funds. To make your mutual fund investing more efficient, distributor may have a good Mutual fund software package. This tracking NAV prices and trends can be much easier when you use your software to generate the information you need. Add your own personal notes for company information and analyze your data regularly. The cost of this software product is worth the investment.For more information visit @-https://www.redvisiontech.com/

A good Mutual Fund Software package

Advisor may be having clients who are just starting with mutual fund investments purchase mutual funds. To make your mutual fund investing more efficient, distributor may have a good Mutual Fund Software package.For more information visit @-https://my-eoffice.com/ 

This is fundamental mutual fund software for IFA

This is fundamental mutual fund software for IFA on the market that you can login online onto your device that will let you analyze stocks, ETFs or mutual funds in a manner that matches both your tolerance for risk or potential losses and the amount of time you have for management.For more information visit @-https://www.redvisiontech.com/

Robust mutual fund software for IFA

 

 Auto Lead Generator - Lead Generation Module!!! This mutual fund software for IFA is also having one more amazing feature called lead generator used for lead generation, it automatically shows you the leads from your existing clients if generated. To make a new client who is not a reference a very new person to you and to make him hang on in your side only is require your 100 percent efforts but in the same case if you focus on leads given by existing ones then only you make them ready to invest only because they are already your converted clients. Through the software only you have to check daily leads because it automatically send message and mail from client side if lead given message will be based on your advisory services and expertise.For more information visit @- https://www.redvisiontech.com/

This mutual funds software for IFA show you separate report for ELSS

 This mutual funds software for IFA show you separate report for ELSS and close ended schemes maturity with their start date and end date so that once required you can get data for all clients in an excel to check for the same.For more information visit @-https://www.redvisiontech.com/

This mutual fund software at that time as software will provide hum all facility in a single shot

When an investor having small investment that can be memorize or for which the data can maintain on excel sheet then we don’t require anyone to help but when comes to big/personal investments or goals achievement then at that time we go to an advisor for suggestions about investment and advisor will be happy to have this mutual fund software at that time as software will provide hum all facility in a single shot.For more information visit @-https://www.redvisiontech.com/

Online access to mutual fund software for IFA

This mutual fund software for IFA helps them to understand different types of funds in various manners as it is crucial to persuade investor with a single page PDF of data. Investor wants information from distributor about already acquired portfolios report to understand in which scheme to invest and in which not to.For more information visit @-https://my-eoffice.com/

Best Choice is mutual fund software

                                                                          

There are literally hundreds of different scheme categories available as per data records in this mutual fund software so you are bound to find one that interests you.For more information visit @-https://www.redvisiontech.com/

Best Performance Provide By mutual fund software for ifa

         

When considering scheme performance through this mutual fund software for IFA in which to invest in, through software you can consider any past negative surprises if happened in searched scheme as for client satisfaction and his power to tolerate the market imbalance.For more information visit @-https://my-eoffice.com/ 

why Redvision known as the best for customer support and services it offers to mutual fund distributors

                                      

Being an advisor you know how onerous it is to make your customer happy with services so in the same manner it’s our duty to make our distributor happy with our wealth reports. To think about the good online mutual fund software is become very affordable over the past few years; however, it is still important for you to go with best one and to choose it. When deciding which software to use, you should compare the reports tools tickers and capital gain reports that are assessed for taxation, along with other features such as financial planning and goal report. You should also take into account the research tools that are available, the convenience of using their interface, and the level of customer support offered.

The aim for distributor is to take investment with big companies or to work with individual families that have earning growth that is above the average. There are over 2500+ financial distributors who are with Redvision Computer Technologies Pvt Ltd using our software “wealth e office” who are very happy with services and their AUM started to increase after few days from software analysis and its purchase.

As a distributor you know how mutual funds are usually low risk investments due to their diversification. The beauty of this mutual fund software is that you obtain a nice range of reports, and you have a professionals who are ready to help you at any point of time in name of technical support or After sales service manager and also there is back end tem who conducting all the research on the different companies in your investment portfolio.

Service Part – Due to the service part any company can grow or can destroy. If you are thinking about AUM growth business growth then this software will be a great boon for you because service team will be there to help you on call, mail as well to reply you for tickets generated. For any query there will be a resolution within 24 hours if still not soled then senior team members will be involved to take responsibility.For more information visit @- https://www.redvisiontech.com/

Mutual fund software data management process and its analysis methods

                                                                        

To analyze the performance of mutual funds by generating factsheets through software and its representation on reports is executed perfectly and this type of analysis helps investors in deciding that which Mutual fund software  offer the best possibility. In conducting this type of analysis, most advisors make use of comparisons in different variations and represent the same to investor.For more information visit @-https://my-eoffice.com/

We are perfect prospect for mutual fund software for distributors

                                                                 

We are perfect prospect for mutual fund software for distributors as in software the investor investments is having diversification and professional management.For more information visit @-https://www.redvisiontech.com/

Why software a perfect solution to track record for mutual fund investment

 

 

If you are a beginner as a distributor then you can go through it and want to know that why this mutual fund software for distributors is really required only to handle your client’s data then a good fit for your data management need is this software only.For more information visit @-https://www.redvisiontech.com/

Mutual fund software for IFA is a great help for Investors

When an advisor having so many prestigious clients then it will be very tough for him to generate data sheets of investment for managing corporate accounts, and tracking investment of dozens of clients, this mutual fund software for IFA is a great help, at this point that most financial professionals turn to advanced portfolio management software.For more information visit @- https://my-eoffice.com/

The mutual fund software benefits

                                                                             

The mutual fund software benefits include that it can show holdings into multiple companies as your funds will be allocated towards different assets which can range from aggressive to passive.For more information visit @- https://my-eoffice.com/

The Mutual Fund software best software in india

                                                        

 

With this mutual fund software advisor can give an idea about selection for Return percentage, CAGR/XIRR, fund manager profile, dividends and Net Asset Value because these are the important details that need to be conveyed to investor for future investment.For more information visit @-https://www.redvisiontech.com/

Mutual fund software by custom built report

                                                 

It is also easy to keep track of the market movement by advisor who using this mutual fund software by custom built report.For more information visit @-https://my-eoffice.com/

Mutual fund software for IFA helps by providing data sheets about mutual funds schemes

                                                   

The only technique that an advisor has to know when it comes to Mutual Funds Investment is to invest in which fund and in this matter this mutual fund software for IFA helps by providing data sheets about mutual funds schemes.For more information visit @- https://www.redvisiontech.com/

Why REDVision – Its Utility reports, software perks and merits

                                  

Online access to Wealth e office makes it amiable to use –

This sophisticated data management tool can be used as everything from a corporate pension management solution to a comprehensive hedge fund system. It provides real-time valuations and because of this the analysis of various funds can be possible at the same time, as well as in depth statistics and reporting on each individual investment scheme is there. This mutual fund software becomes a key when dealing with clients having high net-worth or dealing with large AUM, having highly-diversified corporate accounts.

Best Choice is Redvision when thinking about a Portfolio Management Software

We have introduced the new advancement in software through which an SOA can be generated easily for a single folio as well for multiple folios. No other software will provide you a direct link to your funds net login as we are providing here. At this moment if a distributor is having an online platform to check running investment then there may be the chances of inaccuracy in reports as it happens so many times then what a distributor will do? He will visit funds net finnnet or karvy logins or else will demand a statement from Asset management companies or will ask about the same to client to match the data as per company records to the software. All time this work will go on? Then to get the rid of all this we have taken up an initiative as per requirement given by number of distributor that investment statement should come from software only. We have linked up your funds net login to software so that at a one click you may get statement from since inception.

Summary – As a distributor if you have hunger for new client’s new investment or additional investment from an existing one then in the same manner we have hunger for new features development in an existing software.For more information visit @- https://www.redvisiontech.com/

This mutual fund software for distributors having this provision in terms of reference generator

References are must for a distributor that given by his clients because if exiting client is satisfied then he will approach to some more of his colleagues to make investment with his existing distributor and this mutual fund software for distributors having this provision in terms of reference generator.For more information visit @- https://my-eoffice.com/

                                                               

Mutual fund software there will be automatic alert generated

Every IFA has to take care for his HNI clients and it’s his responsibility to take care for investor important moments of life and with help of Bouquet manager option available in this mutual fund software there will be automatic alert generated so that he can present anything to them accordingly.For more information visit @- https://my-eoffice.com/

Why REDVision the best Mutual Fund Software Company!!!

As the advisor research on high return schemes and suggests the same to his investors for high growth and high returns in the same manner our wealth management software methodology works "Distributor Capital growth, large AUM and AUM growth.

                                                      

A proficient MutualFund Software is a software that imperatives the distributor and a client too in any matter, that can be a clients goal planning, Financial planning and tools and tickers used for Tax planning. With this wealth management software, a distributor can complete all the needs of a client asked for a Capital gain report (Notional/Realized), Research desk, Fund Comparison, and Factsheets.

We at REDVision competent in financial websites source of information's for Mutual fund investments and market risk; we have completed so many financial websites for distributors and financial firms. Through this wealth management software, a distributor can set a link between Clients Goal TAG on reports section of the software and to his goal planning. If an advisor has set the tagging for funds in which he or she has invested reflecting on report section that directly links up to Goal GPS report with the same name and Goal GPS calculation is same as per the name of that tag so that a distributor can be free from putting extra efforts. With the help of this Redvision's wealth management software, a distributor and an investor can check so many utility reports.

If a distributor wants to pull out high AUM HNI clients and want to compare their high AUM to low AUM clients then there is the option available in this wealth management software "AUM reports by clients" where he can check total AUM on individual basis and with the help of an option called grow your business report distributor can focus on clients having low AUM NON sip investments and can persuade them to invest more.For More Information Visit @-https://www.redvisiontech.com/

Using this best Mutual Fund software in India

With industry knowledge and effective solution providing technical team, stand there for the distributors using this best Mutual Fund software in India, we take care of the data collection and analytical aspects so an advisor can focus only on growing his business.For more information visit @-https://www.redvisiontech.com/

This mutual fund software for IFA, advisor can perform the bulk emailing and messaging

With the help of this mutual fund software for IFA, advisor can perform the bulk emailing and messaging activity about mutual fund valuations reports each and every day as well periodically depends on alert setting done single time.For more information visit @-https://www.redvisiontech.com/

                                                                    

Why Redvision Better than Any Other Online Investment Platform in India?

There are plenty of reasons for any advisor to choose this mutual fund software over any other online mutual fund investment platform. We have our well developed strong portfolio strategy for the investors that are meant for the Indian Market. There is already existing investment portfolios representation based on the goals and risk tolerance of the investors which an advisor can use to represent to a new client. As a distributor so many obligations are there, investor may ask any type of report at any time so a distributor should have well stack in the form of this software solution, whether it may be a FY wise report, P&L report or goal GPS report, all information available in a single click.

As an advisor you have to help investors in selection of schemes based on their risk profile and time to reach goals. There is the specific setting section for the same in the software where you can alter percentage as per the risk profile such as generally, aggressive investors should invest in multi-cap and mid-cap funds, while moderate investors should invest in the large-cap fund and balanced funds. For conservative investors, it is prudent to invest on debt fund and balanced funds, all these informative notes available in the software by Redvisionto help distributor and to give it as examples.

There are two ways by which an investor can make money either to invest in stocks or else to invest on safer side that is mutual funds to make money. After a certain age no one has ability to work or to earn money. Once you retire. Retirement limits the income of a person. Everyone has to plan everything for a better and secure future. By using this software advisor will help his client to invest in such a manner that retirement end with pension not with tension.For more information visit @-https://www.redvisiontech.com/

A Mutual Fund Software advisor can help to an investor in the matter of investment

                                        

A Mutual Fund Software  advisor can help to an investor in the matter of investment in any respective fund houses by his past and present experiences can give creative ideas to tackle difficult situation.For more information visit @-https://my-eoffice.com/