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/