Body - We may say
that this mutual fund software a guide to provide unbiased data management for
independent distributors/individual financial advisor. In this software, you
will be able to see anything from new to old investment, software going to be
more user-friendly and it will be like a helping hand to any financial advisor
and it will behave just like as our home maker to manage everything in home.
Any software becomes the best one when it is comprised of all new technologies
latest updates and its service part the obvious need for any distributor, here
are some points to highlight our well experience tech support team-
• Their availability to provide a quick
solution at 1 call so that you not have to face adverse condition in front of
client.
• The regular follow ups for your
feedback as well queries that resolve asap or not.
• There is always an alternative there
so that in case your technical executive not available he or she can help you
at that time.
There is
much to look forward about this wealth management software in India called
wealth e office. As per latest update of July month the number of Systematic
Investment Plan (SIP) accounts added in the Jan-Jun 2018 rises by 60% and this
could be a golden opportunity for any IFA to increase his AUM and make clients.
If you are using this software then it will be a complete solution for you as
well as for your investors. As not necessarily the investor having Mutual fund
asset but they may have other investments too. Here our after sales team will help
you as well help your clients to maintain all the assets, where the mutual fund
data will be directly updated as your scheduled files will be sync directly to
software and get uploaded daily but for remaining assets maintenance our tech
support team will help you to feed the other data too on same online platform.
Summary - This is
where REDVision comes to the lime light because we provide you an affordable
& simple-to-use cloud based desktop / mobile solution for mutual fund
database management, which you may use securely and safely at any place any
time.For more imnformation visit @-https://www.redvisiontech.com/
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