How this mutual Fund Software for IFA provides a reliable technology platform ?

This Mutual Fund software for IFA secures your financial data through encryption techniques and is only visible to you and the people you provide access to. You can get access to the entire application with reporting, research and portfolio management capabilities on your smart phone, anywhere anytime. For more information visit @-https://www.redvisiontech.com/

How can you transform your business using this Mutual Fund Software for IFA ?

In this mutual fund software for IFA all investment related details are presented in a single format making performance comparison simple. Wealth e Office provides fast and reliable positions and transactions done in any of the assets at your fingertips. Thus helping you to spend more time on growing your business . For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software support comprehensive Management Information System ?

Wealth e Office’s Monthly Management Information System (MIS) allows you to slide and dice your monthly inflow and outflow. Monthly MIS report in this mutual fund software provides a detailed view containing the investor’s detail, folio number transaction type , NAV ,amount and the units purchased in the fund. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

Would we get research tools for deeper analysis in this Mutual Fund Software ?

This mutual fund software will provide you with the ability to easily access, view and modify financial plan of your clients. Wealth e Office’s Research tools and calculators will let you review your plan ,check multiple scenarios , compare multiple funds so that you can suggest best performing funds to your clients. For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How this Mutual Fund Software for distributors models the future of your clients ?

You can provide your clients with an in-depth and personalized look at their financial picture and their goals with custom financial plans created using numerous advanced planning techniques and research tools and calculators available in this Mutual Fund Software for distributors . For more information visit @-https://www.redvisiontech.com/

What kind of support will you get after purchasing this Mutual Fund Software for IFA ?

Using this mutual fund software for IFA , you will get an interactive hands-on training and ongoing support so that you can easily use our MF software for your business growth.We will get you trained to use our Wealth e Office software in the way that best fits your business.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How this Mutual Fund Software for distributors helps you to scale your business ?

Using this Mutual Fund Software for distributors , you can spend more time on strengthening your existing client relationships, and on building new ones. We put quality investment strategies and best wealth management tools to work for your firm, leaving you free to focus on developing new business and client servicing. For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How easily you can work with team across portfolios with this mutual Fund Software ?

With this mutual fund software , you can define and add teams/employees in the CRM section of Wealth e Office. You and your employees can also add alerts and reminders , save specials dates like birthday and anniversary to greet your clients .All this factors create enthusiasm between your clients and employees to work with your firm.For more information visit @-https://www.redvisiontech.com/

How this Mutual Fund Software for IFA helps to meets all the evolving needs ?

This is an era of emerging financial needs and robust planning. It becomes necessary for an advisor to compete with other advisors for being unique in the world of advisory solutions. For this an advisor must have a complete wealth management solution. Redvision’s Mutual Fund Software for IFA offers advisors both the simple and sophisticated planning solutions to support the evolving planning needs of their clients.For more information visit @- https://www.redvisiontech.com/

How this Mutual Fund Software for IFA improves client’s experience ?

Our Mutual Fund Software for IFA is a complete wealth management platform having an intuitive interface which you can also customize to your brand. Using this you can track real-time financial performance and investment related information. All this is completely hassle free and paperless thus enriching your client’s experience with your firm. For more information visit @-https://www.redvisiontech.com/

How this Mutual Fund Software for IFA provide customer centric services ?

We facilitate a collaborative relationship between Advisor and Investor by providing investment management solutions through which you can access your client’s portfolio and keep them informed at all times . Your clients thus will invest as to achieve goals get quality returns using this Mutual Fund Software for IFA . For more information visit @-https://www.redvisiontech.com/

What makes advisors to trust on this Mutual Fund Software for distributors ?

Wealth E office- Mutual Fund Software for distributors allows you to streamline your processes so you can spend less time on paperwork and more time on the activities which will let you grow your business and develop client relationship. These factors makes an advisor to trust on this mutual fund software for his firm’s growth .For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How this Mutual Fund Software in india manages FD, Bonds & Insurance transactions ?

Using this Mutual Fund software in india , you can manage all the finances and investment details all at a single place in report section . For having a diversified portfolio, you can invest in various assets like Equity , Commodity , FD/Bond and Real Estate. Our Wealth E office supports all asset classes.For more information visit @-https://www.redvisiontech.com/

Where we can manage orders efficiently using this Mutual Fund Software for IFA ?

Now you can easily initiate and complete mutual fund transactions online using this Mutual Fund Software for IFA . You can not just transact online but also you can check the transaction log. In the transaction log you can check the list of all recent transaction and their status whether they are executed or not. For more information visit @-https://www.redvisiontech.com/

Using which feature in this Mutual Fund software you can make online transactions ?

Online platforms typically remove the need for physical intervention and form filling. Using an online platform for mutual fund transaction can save the time of the advisor and let them focus more on client servicing. The Transact Online platform of Wealth e Office will improves your experience in initiating and completing Mutual fund transactions online. It provides you and your investors a seamless experience while transacting online your recommended funds.

Features of Transact Online :

# You can easily onboard your clients for online transaction.

# Once after registration, your investor can place order from Wealth e Office software or can also place order from our Mobile App.

# For doing online transaction you need to register your client only once. This reduces your valuable time needed for multiple AMC registration.

# You can also place order on behalf of your clients.

# You can also add your shortlisted/recommended funds to make investments .

# All the above process requires no any kind of physical intervention and is completely paperless.

For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How can improve the data value and client communication using this Mutual Fund Software ?

This Mutual Fund Software for distributors is equipped with a solution to create accurate and real-time data value across all your clients and firms .  Thus ensuring trust and confidence in your data and related  reporting  internally and for you and your clients . For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How can manage and control back office using this Mutual Fund Software for Distributors?

A part of today’s requirement for IFA  is to have a robust back office system for easy reporting. Our Mutual Fund Software for distributors provides you with the complete back office solution, helping you to optimize your investment processes and managing your clientage in a very easy way.For more information visit @-https://www.redvisiontech.com/

Is it possible to invest online seamlessly with this Mutual Fund Software for Distributors ?

Your clients are investment ready once you onboard them. Using this Mutual Fund Software for distributors , you and your investors can seamlessly transact online with the Invest Online feature provided .All you need is to select your client and the transaction type like SIP purchase , Lumpsum purchase etc.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How quick client onboarding is possible with this Mutual Fund software for IFA ?

Before having investment in mutual fund there is a need to on-board the client.There is no need to do manual work. With this facility provided in our Mutual Fund software for IFA , you can on board your clients on your BSE Star Mutual Fund account including all the important data required so that your clients can easily transact online.For more information visit @-https://www.redvisiontech.com/

How does the Wealth Management tools of this Mutual fund Software helps advisors ?

This Mutual Fund software provides an immersive wealth management tools that enables the investors and advisors to track and analyse their portfolio. This helps advisors to make custom reporting through charts and summary, performance of invested funds like absolute return and CAGR etc . All these features provides the way to improve the user experience for your investors.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

What are features of CRM in this Mutual Fund Software for Distributors ?

Our CRM module is highly customized module for client management. Some of the various features of CRM section is that you can easily maintain your client master, employee,branch master and advisor master. You can assign to-dos for a client with notifications that can remind you when a task is due. Using this Mutual Fund software for distributors you can also wish your clients on their birthday and anniversary from Bouquet manager section.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

What is the importance of Financial Planning tool for an advisor ?

In today’s financial era , an advisor must have a good Financial planning tool in their Mutual Fund software . Yet the fact is that it’s incredibly difficult to determine which one is the best Mutual Fund software consisting of robust Financial Planning tool. Nowadays, people’s are more aware about their financial necessities and are looking for long-term goal projection to make good financial decision.

All this is too complex to be done without a technology to assist. Redvision developed an interactive Financial Planning tool to met all these needs.

Factors of Wealth E office’s Financial Planning tool which will help you to achieve your client’s goal are -

•  Create Goal Based Plan
•  Interactive Goal report
• Ease of Input for plan creation
• Flexibility for assumptions
• Collaborative Advisor and client interface
•  Easy Financial Plan Tracking                                                                                                                                                                                                                                            Financial planning software is an essential tool for any bona fide financial advisor, in a world where projecting the long-term impact of financial trade-offs – necessary for any consumer/client to make a good financial decision – is far too complex to be done without technology to assist. Good planning software fills the void by doing the requisite ‘number-crunching’ necessary to calculate projected outcomes, so that a client can evaluate the consequences of any particular financial trade-off or decision.
  
  
  
  Good financial planning software is an essential tool for today’s financial advisor. Yet the reality is that it’s incredibly difficult to determine what is the best financial planning software… in part because advisors vary in how they use financial planning software in the first place, which means what is the “best” software for one advisor may be a terrible match for another.

For more information visit @- https://www.redvisiontech.com/

What type of Financial tools are available in this Mutual Fund software for distributors ?

Wealth E office is equipped with interactive Financial tools like retirement planning, car planning, house planning , goal planning etc. which will help you for proper management of your finances. This tools makes easy to create and track goals.Using these calculators provided in this Mutual Fund software for distributors , you can work out where you are now, what you may need in the future and what you must do to reach your goals.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How to set up Robo Advisory solution with Redvision Mutual Fund software provider ?

We provide a comprehensive solutions so that our robo-advice clients can focus on their business ideas, select advisable model portfolio and map the client’s requirement. The Robo Advisory platform by Redvision Mutual Fund software provider is a highly automated single platform for running your robo advisor business.For more information visit @-https://www.redvisiontech.com/

How this Mutual Fund software is different and trustworthy from the other softwares ?

Wealth E office is a multi asset, transaction-based Portfolio Management solution for wealth. This Mutual Fund software is most innovative in the world of digital Fintech companies. Our flexible, constantly developing tool solves the back, middle, and front office needs on a single platform which makes it easy to maintain.This makes this Mutual Fund software different and trustworthy from other software . For more information visit @-https://my-eoffice.com/mutual-fund-software.html

How is Research Desk and Calculators are helpful for advisors ?

Financial Calculators can greatly enhance the user experience on your website and also helpful in taking financial decisions in a easy manner. Redvision offers a unique combination of efficient research tools and calculators which will fulfill all your needs providing a deep insight on how you’re doing today so you can plan for tomorrow. You can also run these tools and calculators on your website very easily.

We provide Research Tools consisting of MF Tools, Pre Sales Calculators,Compare funds , Factsheets , Model Portfolio and many more

More precisely, the above tools are helpful to -

l  Calculate the future cost of Child Education

l  Plan for your Retirement

l  Calculate and plan for your child’s marriage

l  Compare recommended funds for analysis

l  Find out the Top performing fund

For more information visit @-https://www.redvisiontech.com/

How this Mutual Fund software is helpful in retaining your client ?

Providing online experience to your client is not so feasible as many of the investors of all ages are using mobile apps to access their financial information . This Mutual Fund software for IFA has a client portal that can provide your firm with cutting edge technology ,thus attracts and retains your clients for today and tomorrow . Redvision’s Mobile App is also the advanced option to amaze your clients and prospects . For more information visit @-https://www.redvisiontech.com/