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/