Is PDF export facility is available in this Mutual Fund software for IFA ?

Wealth E office provides an easy exporting methods. This Mutual Fund software for IFA strengthens your firm’s relationship with your clients with the ability to create and customize PDF reports.You can easily use this export facility to deliver custom reports via mail through PDF export to your clients.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How this Mutual Fund software for IFA is good at integration and accessibility?

This Mutual Fund software for IFA is useful in handling client request with much greater accuracy & efficiency . Through Wealth E office CRM ,you can add/delete and manage clients , view their account setting and can also perform Client Analysis. With this MF software you can also add details of your employees, advisors and branch details.For more information visit @-https://www.redvisiontech.com/

How will you get a handle on all of your client’s investment with the help of this Mutual Fund software ?

This Mutual Fund software monitors all your investment accounts with the convenience of a single view in Report section. You can track all assets like Mutual fund , Equities,Commodities, Real Estate , FD/Bonds and Insurances in a single report. You can analyse the performance and absolute returns of your investment done with the help of this report.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How can we manage and create model portfolio designs using this Mutual Fund software for IFA?

We have designed model portfolio report in this Mutual Fund software for IFA to automate the management of model portfolios, which can eliminate manual steps and human error and increase investment strategy options for your clients and your firm's capacity to grow its managed account business and develop more precise investment strategies.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

Where we can find automated, proactive alerts in this Mutual Fund software?

Stay on top of your clients’ planning needs and build trust through proactive planning. All this can be achieved using Alerts Management report present in this Mutual fund software for distributors . You can send alerts either through email or sms to your clients.For more information visit @-https://www.redvisiontech.com/

Where we can perform Research and Analysis using this Mutual Fund software for IFA?

We have offered a sophisticated solution with a user-friendly fund selection process. Compare fund feature of this Mutual Fund software for IFA allows for in-depth screening on various funds using comprehensive comparison factors considering various data points. Statistical analysis, Risk Analysis and charting can be conducted on single or multiple assets for identifying potential investments and monitoring current ones.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How this Mutual Fund software for distributors helps advisors for complete analysis ?

This Mutual Fund software for distributors make complete analysis considering preferences and exercise values. You can export the analysis table to excel. You can also see a graphic display of mutual fund valuation, provide current NAV and also provide Absolute return and XIRR.For more information visit @-https://www.redvisiontech.com/

How this Mutual Fund software for IFA is beneficial for gaining the tax package report for Income tax purpose ?

This Mutual Fund software for IFA  provides an integrated solution for inbuilt report called “tax package report” . This will help your investors to track realized portfolio report data, bonus earned in schemes and closing year end report. You can provide this report for Income Tax purpose .For more information visit @-https://www.redvisiontech.com/

Why to depend on this Mutual Fund software for representing multiple assets?

Today all are having the knowledge of capital markets like equities, commodity,FD/Bond , life insurances and also looking forward to invest in real estate for more diversified portfolio. Using this Mutual Fund software for IFA , you can manage all the finances all at a single place in report section . This will provide a multi asset view and made easy reporting more comfortable.For more information visit @-https://www.redvisiontech.com/

Will we get wealth management tools and calculators in this Mutual Fund software for IFA ?

This Mutual Fund software for IFA is an innovative suite of fully integrated financial tools and calculators. Our calculators help your customers plan their finances and differentiate your business by making hard decisions in a very easy way.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How will this Mutual Fund software helps us generate a quick financial plan in a easy way ?

Financial planning reoprt is an outcome of the lower expense ratio for generating a goal within a couple of minutes. With the integration of this Financial plan tool with this mutual fund software ,you can create your investors financial goals, maps fund into goals and track the current status of the goal . Thus reducing your expensive time for heavy analysis and planning.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

What types of benefits this Mutual Fund software provides for wealth management ?

Whether you need solutions in one or all areas of wealth management, Wealth e office Mutual Fund software can help you better serve your clients and grow revenue by reducing manual processes,increasing business volume, mitigating errors and risk and improving investment decisions.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

Why to depend on the Financial Planning tool of this Mutual Fund software for distributors ?

We go beyond goals-based planning and incorporate rigorous logic and cash flow reporting to confidently assess your client’s feasibility of achieving their objectives.This can be obtained using the Financial Planning tool of this Mutual Fund software for distributors .For more information visit @-https://www.redvisiontech.com/

How this Mutual Fund software guide you to make your clients achieve their financial goals ?

Wealth e office simplifies your goal planning process which will ultimately help you to illustrate your client that when will he achieve his goal and how to achieve that.This Mutual Fund software provides you with the same confidence, clarity, and convenience that your clients want.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

Why should we depend on this Mutual Fund software for IFA for personalized wealth optimization?

Using this Mutual Fund software for IFA , we can aggregate all your portfolios and track performance from anywhere. And can also optimize your positions and evaluate performance across multiple assets like Equities, Commodities, Mutual Fund, Real Estate, FD/Bonds and Life/General Insurance.For more information visit @-https://www.redvisiontech.com/

Who will help us if we face any difficulties while using this Mutual Fund software?

Rest assured that if any problems occurs in this Mutual Fund software will be handled quickly and dutifully by our team best positioned to fix and troubleshoot your issues and difficulties.We are having a support panel so that you can easily assign ticket and track the same.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

Is it possible to generate fact sheets using this Mutual Fund Software for distributors ?

With this Mutual Fund software for distributors you can generate fund fact sheets. This will help you understand and compare the performance of your fund against its peer group.You will get to know where your fund stands out in a crowded field.For more information visit @-https://www.redvisiontech.com/

How will this Mutual Fund software helps distributors to re-invent the business client relationship ?

This Mutual Fund software allows you to increase your client-facing team’s productivity.You can show your customer an up-to-date performance review of their investments by taking advantage of an attractive, professional and customizable software.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

Why we say this MF software technologically robust mutual fund software?

What strategies meet by a distributor to an investor life for mutual fund investment, the same is this mutual fund software does for IFA. The technologically robust mutual fund software is all a mutual fund advisor needs to get relief from his professional worries that revolve around his brain almost all the hours.For more information visit @-https://www.redvisiontech.com/

How this Mutual Fund software for IFA will help you to generate business opportunities?

In this Mutual Fund software for IFA , you can easily generate business opportunities using Grow your Business report. You can generate all the essential key features like Non SIP Business, Non ELSS report and Non MIP report which will ultimately let you grow your business.For more information visit @-https://www.redvisiontech.com/

From where you can monitor the real time transaction status using this Mutual Fund software?

Transaction monitoring is essential for advisors to track down the completed,pending or failed transactions.With this Mutual Fund software you can see the list of all your transactions across the client base at one place in the Transaction log report.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

Where you can manage monthly transaction data with the help of this Mutual Fund software for distributors ?

You can a get a customized monthly MIS report in this Mutual Fund software for distributors using which you can easily manage your monthly inflow/outflow.You can generate list of SIP purchases, Redemptions, Switch out and STP out.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How will this Mutual Fund software help us systematizing our investment with Model Portfolios?

Creating model portfolios allows advisors to focus their research and due diligence process on a narrower range of investments . This Mutual Fund software is accomplished by all-in-one core portfolios built with funds across a range of outcomes - seeking long-term growth to capital preservation . For more information visit @-https://www.redvisiontech.com/

Where we can check Realized report in this Mutual Fund software for distributors?

You will get a Realized report in this Mutual Fund software for distributors that will fulfill your need to get all the desired details in last financial year like STT paid, short term loss amount, long term and short term gain amount. You can generate detail report and summary report either by Family Head or by Applicant.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How your effort converts thought of investment into the reality with Mutual Fund software?

With saving of time and logical movements through- ROBO APP-> Client Onborad -> 5 minutes -> transaction punch. This small effort converts the thought of investment into the reality. With this mutual fund software you will be in a position of facing client with paperless investment within some minutes.For more information visit @-https://www.redvisiontech.com/

With this mutual fund software mobile application, you can take over lives like a storm

With the availability of technology, the demands of investors have also gone up rapidly. Today clients do not want to go through the hassle to spend time to check their investments on their computer. With this mutual fund software for distributors mobile application, you can take over lives like a storm.For more information visit @-https://www.redvisiontech.com/

A professional expertise in goal GPS report.With photo on PDF of MF report

With the thought of investment and a few futuristic goals, we have clarity for both your goals and its purposeful investment. With this mutual fund software for IFA offering an investor, a professional expertise in goal GPS report.  With photo on paper, goal presentation, goal name and its calculation you will be having insights.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How you can pull out P & L report in fund type wise and folio wise manner for individual?

When it comes to give P&L report clients asking about this mind boggling report don’t  be haphazard that time, with this mutual fund software take report in fund type wise and folio wise manner for individual or whole family.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How this Mutual fund software for IFA belonging to any transaction quotient easily?

Bringing out the features of automatic mail and alert triggering, in this mutual fund software for IFA belonging to any quotient, rather the portfolio alert, SIP transaction or may be a TAX PACKAGE report that comprises 4 type of report for taxation.For more information visit @-https://www.redvisiontech.com/

How this Mutual Fund software neglect headache of uploading AUM files?

This financial software work as a pill for every morning headaches, with this neglect the headache of uploading SIP and AUM files, through this mutual fund software you will be efficiently able to automatically calculate dividends for individual client.For more information visit @-https://www.redvisiontech.com/

Does wealth e office a mutual fund software take cares about STT?

Through this mutual fund software for distributors you will be able to get the STT details which is levied only on sale of MF units in equity and balanced funds, applicable on both open ended and close ended schemes. The amount of STT paid on redemption you can get it here in realized capital gain report summary page.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

Why to use this Mutual Fund software for powerful resource keeping record of people?

To simplify the advisory job role managing data of prospective customers, dog watch on portfolio performance, it is a smart choice of keeping this mutual fund software for distributors. With this you will be having a powerful resource keeping record of people reach out to you.For more information visit @-https://www.redvisiontech.com/

Ability to process multi level transactions, with one single login in this wealth e office

Client login having its online access for watching asset positions for any given time - The ability to process multi-class and multi level transactions, with one single login through this mutual fund software for full family and individuals including configurable modules.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

Why to use this mutual fund software for IFA for flawless process workflow?

Our corporate version of software helps you in customer acquisition and sales. This ARN configuration of this mutual fund software for ifa helps you to in having a flawless process workflow also helps in minimizing the turnaround time for client setup.For more information visit @-https://www.redvisiontech.com/

How with Mutual Fund software investor mindset for not losing mutual funds?

We define and implement the safety standard for investment so that not going to be in a position of losing in Indian mutual fund markets. One such step to protect the data and continuous watch over portfolio this mutual fund software for distributors going to be a risk manager and daily routine it.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

Why IFA want smart mutual fund software?

 

To take your investment strategy as an IFA at the peak of investment ideas for users, you can find betterment in terms of this mutual fund software . That going to show you modern era of investment with modernized reports for capital gains and tax benefits under a scheme.For more information visit @-https://www.redvisiontech.com/

First Mutual Fund software trafficker who has used the unlimited geographical investor list

We are the first software trafficker who has used the unlimited geographical investor list and syndicated it, with goal summary here in this mutual fund software for distributors. By which he can add family photo for remembrance of goal, keep recalling it time by time with interconnection to present portfolio situation.For more information visit @-https://www.redvisiontech.com/

How this Mutual Fund software turns imagination in reality of processing transaction?

Not an imagination with this financial software for transactions happen in a single blink of an eye, needless to say that with this mutual fund software BSE integration, little less human interference and manual efforts required to meticulously manage all the transactions and customer data.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

With this Mutual fund software get briefs to detailed overview

For detailed overview, there are numerous advantageous aspects for using this mutual fund software for distributors to enhance productivity in work and with thought of increase in AUM with relevant options of Goal planning and execution of investment related with that goal.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software helps in building mutually valuable relationship?

The main aim of any IFA is to boost the profit figures by investment. This mutual fund software for IFA helps you to build a mutually valuable relationship with clients. In mutual funds if invest hefty amount of investments software showing you the same in reports.For more information visit @-https://www.redvisiontech.com/

Retirement funds caught attention available here in this mutual fund software for IFA

Most mutual funds investors invest mainly to build their retirement funds. No wonder, if we are gathering all the recent launch of retirement funds that has caught your attention here in this mutual fund software for IFA . However, there is a small trouble for client registration / onboard for online invest to stay free all future.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

One key for upper management of any advisory firm, take this mutual fund software

One key for upper management of any advisory firm, take this mutual fund software for any organization on an annual walk-through of your facility to highlight issues and problem areas that need to be addressed in terms of transaction updation, nominee updation or bank change through software.For more information visit @-https://www.redvisiontech.com/

How this mutual fund software for IFA can open new business dimensions for RIA?

Including detailed analytics to show portfolio performances and target level of achievement. Eye opening technology used in this mutual fund software for IFA that can open new business dimensions for RIA and opportunities because of the way it is designed.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software drives innovations and give advisor a way to increase AUM?

Especially significant features like Tax package report, XIRR reports, Goals tracking analysis, Invest online with tools and tickers. This mutual fund software for distributors drives innovation and gives advisor’s a new way to increase AUM and start new investments with fresh clients.For more information visit @-https://www.redvisiontech.com/