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/
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