Mutual fund software for IFA named as Wealth e office is a Swiss-quality solutions

 Mutual fund software for IFA named as Wealth e office is a Swiss-quality solutions because of its modules and key features. This software suite precisely fitted to the needs of specific segments like MF Bonds and share market.For more information visit @-https://www.redvisiontech.com/

Our mutual fund software you have facility to start sip on same day

In case of SIP purchase till the time mandate not registered you will not be able to invest online but in our Mutual Fund software you have facility to start sip on same day till the time mandate not approved as you will find generate order today option in it.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

The feature of this mutual fund software

Being an advisor you want a control over the transaction done by investor maximum to redemption, with our invest online BSE you have a control over it so that he can put only redemption request with this feature of this mutual fund software.For more information visit @-https://www.redvisiontech.com/

The very useful feature of this BSE integrated mutual fund software

The very useful feature of this BSE integrated mutual fund software is that fund houses selection/de-selection. In this integrated API an advisor have the provision to select fund houses which should be avail in invest online on client login so that if he has targeted fund SIP completion then he will think about that AMC and want the investment through investor in that only because remaining will be hide.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

What is robo-advisory? Why is this beneficial to distributor and how we help you in this?

 

A mobile application in hand where we have to press a key and your investment is done. Whether is to take an advice from mouth or from a mobile app having large amount of a suggestions and data through a pre-programmed personal financial advice both are the same things for an investor that to work with. A robo advisory platform is used that gives you advice as your trustable distributor gives you on managing investments. From registration to execution of a new investor, little human intervention is needed the significant part done online.The basic premise of this robo application is same as for your long-term goals, of more than, say, 10 years, it works best to allocate to equity, and into fixed income investments for near-term needs that acquire time to achieve as goal limit decide portfolio assets allocation.

What do you get?
The interactions are digital with your distributor as new cohort have goals decided and around financial goals such as retirement, saving, tax planning and regular investment. With this mobile app or we can say with this cost effective robo app you have access to investment management and financial planning. Most of the distributors are now on boarding their clients to robo app-as you and your distributor founds primarily mutual funds as the solution for financial objectives presently.

For using this robo app what an advisor needs to know-
First of all to get started on a robo-advisory platform linked with wealth e office, you will have to create an account. It will ask you some details as, especially if allow transactions, will ask you to add bank details, Permanent Account Number (PAN) and on-boarding clients with online know-your-client (KYC) details, if buying a mutual fund simply.

Is it for you?
If you are well-skilled with investment products, robo-advisors can help you make quick, easy and cost-effective transactions as a little human involvement needed in it no need to get a call of advice from a distributor physically during market volatility a perfect mobile app there to send you the reminders to take wise decision at a time.

As a distributor your key role is to advice the best investment strategy to client as per market scenario but if a investor has understanding the nuances of investing then better is to give robo app access that going to be paperless and automation, there are robo advisory platforms that give you the required push in choosing goals where to fulfill them you can go with online start for a sip and lumpsum by facility of online KYC CKYC and BSE on board with E mandate AADHAR based mandate registration.If you are starting out with small investments like minimum Sip of 1000Rs and subsequently having large amount to invest, this app the robo platform will work well easy to use. Ultimately, your portfolio performance that is going to matter for you and its annual returns that going to show you on app. This might seem restrictive, but in terms of transparency, returns and accessibility, mutual funds are found to be most appropriate to address goal-based asset allocation in the same way this robo app ging to be best of use as mutual funds are safe for long term investment and strategic goal.For more information visit @- https://www.redvisiontech.com/robo-advisory-platform.php

This mutual fund software for distributors is simple to organize

This mutual fund software for distributors is simple to organize and apply in your work; easy application is vital when it comes to portfolio tracking; thus, this investment accounting software needs is capable of providing fast and faultless execution and placement.For more information visit @-https://www.redvisiontech.com/

Robo advisory platform linked with wealth e office

First of all to get started on a robo advisory platform  linked with wealth e office, you will have to create an account. It will ask you some details as, especially if allow transactions, will ask you to add bank details, Permanent Account Number (PAN) and on-boarding clients with online know-your-client (KYC) details, if buying a mutual fund simply.For more information visit @-https://www.redvisiontech.com/robo-advisory-platform.php

This mutual fund software for distributors having income calculation

This mutual fund software for distributors having income calculation, goal based calculation for most important retirement planning, fund statements and class unitized fund value computation.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

This Mutual Fund Software for distributors provides the administration of diverse funding

After re-categorization of scheme we have introduced fund categories as in major 4 parts that are equity debt hybrid sole oriented. This mutual fund Investment software for mutual fund software for distributors provides the administration of diverse funding, pooled funding, multi-class funding, etc.For more information visit @-https://www.redvisiontech.com/

This mutual fund software is one stop solutions for mutual funds data management for individual

 This mutual fund software is one stop solutions for mutual funds data management for individual and institutional investor’s investment by company. With an extensive database of funds, enables investors to look at things like returns, risks with integrated BSE to invest online.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

This mutual fund software for distributors helps you more

As an advisor it’s your duty to Advisory about investment decision-making by research and reviews and in this matter this mutual fund software for distributors helps you more.For more information visit @-https://www.redvisiontech.com/

Wealth e office a software for mutual fund distributors

The best investment is to invest in mutual fund and the best software to go with is this wealth e office a software for Mutual Fund Software distributors as it includes variety of utility software programs in one package which uphold investment management; this includes financial management, FD documenting.For more information visit @-https://www.redvisiontech.com/

Mutual fund software for IFA have facility for every new investment benefits to show

Mutual fund investors may require checking out the investor login to get an idea of market trends at a glance through portfolio returns as well this mutual fund software for IFA have facility for every new investment benefits to show.For more information visit @-https://www.redvisiontech.com/

The best investment is Mutual Fund Software for ifa in india

To see effectively the growth for invested amount till the time running investor’s finances made possibly by the software used by number of distributors. There is a vast array of this mutual fund software product programs you could buy.For more information visit @-https://www.redvisiontech.com/

An IFA can build a cohesive strategy with Robo Advisory Platform tool from Redvision

An IFA can build a cohesive strategy with Robo Advisory Platform tool from Redvision. It’s a critical part in the decision-making process for an advisor but he is having a thought about back office staff to eliminate data entry for staff then it going to be a best decision of all time.For more information visit @- https://www.redvisiontech.com/robo-advisory-platform.php

This Computer based application made for mutual fund investors direct linked with the mutual fund software

 This Computer based application made for mutual fund investors direct linked with the mutual fund software named as wealth e office and it helps investors in their data organizing; research about new funds offer and chase portfolio daily.For more information visit @-https://www.redvisiontech.com/

This mutual fund software is a platform for classifying large collections of investment schemes or other financial instruments

This mutual fund software is a platform for classifying large collections of investment schemes or other financial instruments, providing at-a-glance heat map view of the market along with detailed quotes, news feeds, and historical graphs.For more information visit @-https://www.redvisiontech.com/

As this mutual fund software for IFA is a complete package for all investor needs

This is an app for investors to track their portfolios in terms of latest transaction, asset allocations, and other metrics. As this mutual fund software for IFA is a complete package for all investor needs.For more information visit @-https://www.redvisiontech.com/

Mutual fund software for IFA an IFA can track data for FMP

Through this mutual fund software for IFA an IFA can track data for FMP, ELSS and Closed End Fund for investors a way to quickly identify closed-end funds with certain characteristics.For more information visit @-https://my-eoffice.com/

The Mutual fund software any advisor can manage the complete portfolio of customers

Advisors don’t have to buy the multipale to manage their customers profile and their portfolio; just by the mutual fund software any advisor can manage the complete portfolio of customers and all kind of investment transactions of investor.For More Information Visit @-https://www.redvisiontech.com/

Mutual fund software for distributor is use to analyze their investors portfolios

Mutual fund software for distributor is use to analyze their investors portfolios from many different angles in order to improve their overall risk-adjusted returns.For more information visit @-https://www.redvisiontech.com/

Why robo-advisory preferred and its benefits to distributor ?

The rise of robo advisory  platform is due to favor of automation which we provide, budgeted investment management services, there is no intervention of human in the age of financial advice from actual human is on its way out to robo advisory.Robo-advisors Platform Mobile App use algorithms to manage investment portfolio. Robo advice has had a major impact on the mutual fund industry. Robo advisory gives investors a way to directly connect to their advisors, raising their involvement.

It’s very easy for an investor to get an access to advice through automated tool- If an investor may not normally contact a human advisor to obtain financial advice whatever may be the reason like they think because they feel that they are not wealthy enough to consult a financial advisor or if they have done working thorough an advisor but may not having full confidence on him that the advisor is not objective enough might feel more confident using robo advice tools.As per the today’s scenario there is a categories of users who have technology user experience for example younger consumers, these consumers feel that robo advisory tool the best because with the help of it they can fulfill the goal as well they are in touch with advisor because advisor has purchase the robo app form REDVision Computer Technologies then he has a though of robo users who will use It sincerely and providing them an access of it will be a great help to him, which can also offer financial advice with limited investment of time, are more accessible than advice provided by a person.

Investors obtain financial advice in a faster, easier and non-time-consuming way - because robo advisory services are available online 24 hours a day, 7 days a week, and if a distributor has large number of clients then he has aim for reaching a wide range of consumers with this robo app it is far more better to advice by meeting then by just an online availability for investment on an app. For example, online automated tools present information to users in a short and digestible way without a trouble to a distributor.For more information visit @-https://www.redvisiontech.com/robo-advisory-platform.php

This mutual fund software for IFA offers a set of tools for analyzing multiple-asset class portfolios in a single page

                 

This mutual fund software for IFA offers a set of tools for analyzing multiple-asset class portfolios in a single page with auto updation of MF data and manual maintenance of other 7 assets.For more information visit @-https://my-eoffice.com/

Why Wealth e-Office best for distributor not just because of its amazing key features but due to its quality reports.

When the client data not manageable in a limited space, do not distress here is the solution for the same. Many smart distributors believing over this tool have made fortunes this way, below are the key points to highlight attributes-

                                                 

Freedom from manual work – in today’s scenario each type of investor an IFA is having, and to manage each client data is a big task, to give them report either by mail message or to send a PDF day today is  not possible in the same time to check for latest NAV sensex value and index cost is also typical, but with this mutual fund software everything is possible like we have automatic files uploading in mutual fund from registrar (Cams, Karvy, Sundaram & Franklin), we are only software in India who have this facility.

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 wealth management 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.

Comprehensive Financial Planning - In build financial planning software!!! Increase revenues with global standard financial planning software; generate 25+ pages financial plan. Software’s financial planning report having your objectives and time horizon when inputting your existing investments. If you have many years left and are saving for a retirement decade away, invest aggressively. Look at small-cap growth mutual funds.

Goal Tracker - GOAL GPS!!! Unique concept to track your financial goal with real time mutual fund valuation, reduce redemption & win client's confidence. Staying informed, determined and patient is very important for your client who would like to invest in the mutual funds. Although investment can be a very profitable venture, stubborn or inflexible people won't do very well and on this note if their goal planning is done then it would be like icing on a cake.

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.

Summary - A 360 degree thought and seamless execution of everything in this software makes it easy to use.For More Information Visit @-www.redvisiontech.com/

Start Your own Robo Advisory platform on mobile app

                                                        

 100 % paperless client on-boarding in 5 minutes-While we’re putting the focus on on-boarding clients digitally, it almost goes without saying that robo-advisor solutions can teach traditional independent advisors something new about how to add new clients as till the time they are doing it paper work for every new and existing client going for investment with AMC form download and all manual work. An advisor-having robo solution may be able to help streamline an investor account opening process by making it easier for clients to sign up with his firm.
An IFA can build a cohesive strategy with robo advisory tool from Redvision. It’s a critical part in the decision-making process for an advisor but he is having a thought about back office staff to eliminate data entry for staff then it going to be a best decision of all time.
Ultimately, successful on-boarding comes down to one simple trick. Everything should be about making things easier for your clients. By improving the on-boarding experience, you can start your relationship with your client the right way.

100 % paperless E-mandate creation- now a day’s client is treated as like a member of a family and most of the time family members are the clients. To make heartier relationship with them an advisor is always in hard endeavor to service better. Many educated families use to invest in mutual funds and they follow the mobile world and in that manner if investment is the work in right hand then it will be an icing on a cake. To register OTM is as easy as to use this mobile app. fully automated E mandate creation which is Aadhar based.

KYC check and instant E-KYC processing – here it is eKYC a paperless Aadhaar-based process for fulfilling KYC requirements to start investing in Mutual Funds. The regular KYC process requires submission of KYC form with investor signature and additional documents for ID and address proof. In-person verification (IPV) and sighting the original documents needs to be completed by a competent person. This robo app eKYC process completely eliminates paper work and IPV to complete the KYC process.

The OTP verification based eKYC is a simple, hassle fee 3 step process. When an investor voluntarily chooses eKYC through this wealth e office robo app, facilitates instant KYC completion and seamless MF account opening and transaction.For More Information Visit @-https://www.redvisiontech.com/