How this mutual fund software for distributors is helpful in tracking Insurance details ?

This mutual fund software for distributors is a multi asset software which can manage all the types of assets and its data. Likewise, advisors can add manually the Life Insurance and General Insurance policy details and can view the maturity amount, view due list and can also pay premium. For more information visit @- https://www.redvisiontech.com/

How the robo app of this mutual fund software is helpful in making investment strategies ?

Advisor can execute the client’s investment strategies with the help of fully automated robo advisory application for this mutual fund software .Through this an advisor can suggest best possible investment opportunities to the investors for goal achievement. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How the Capital Gain report in this mutual fund software for IFA follows the LTCG rules ?

For taxation purpose , capital gain report is very much essential for advisors and investors. The use of this mutual fund software for IFA an advisor can get a capital gain report both with and without indexation. We have also applied the LTCG rules in this report as per SEBI’s new order. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software exhibits report management & transactional processing ?

Advisors use this mutual fund software to serve financial services to their clients .This includes asset management,research and analysis and online transaction processing.This perfectly exhibits the processing of reports and transactions from the back-office areas of an advisor . For more information visit @- https://www.redvisiontech.com/

Do this mutual fund software for distributors is limited for only mutual funds ?

We are not just limited to only mutual funds . This mutual fund software for distributors is used for managing multi asset data. The real time update is available for mutual fund only, while the other assets like Equity, Commodity,FD/Bond and Real Estate require manual entry of data. For more information visit @- https://www.redvisiontech.com/

How an advisor can engage investors effectively with this mutual fund software for IFA?

An advisor can enrich investor engagement activities with relevant and targeted alert based communications that is delivered with this mutual fund software for IFA . The automated alert solutions helps an advisor to stand out in a competitive financial market. For more information visit @- https://www.redvisiontech.com/

How are the future upgrades managed post subscription in this mutual fund software ?

It is most important that a software vendor must provide same support after subscription also. We automatically upgrade the existing software to newer versions and apply feature enhancements as they are released. We provide proper training and support post subscription of this mutual fund software , so that advisors must not feel any type of inconvenience. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for IFA provides a collaborative Investment approach ?

As an integrated solution, our mutual fund software for IFA has the unique advantage of providing completely consistent and accurate information and analytics to all users ensuring all firms to get access and can collaboratively increases the value in business and investment process. For more information visit @- https://www.redvisiontech.com/

How this Mutual fund Software for distributors delivers complete transparency ?

Wealth E-office maintain huge data in a highly secure manner. This mutual fund software for distributors is robust platform that manages your investment details easily and provides a user friendly reporting methods . Thus makes itself as a perfect platform that delivers transparency and accuracy. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How is this mutual fund software support operational control and usability for advisors ?

It is essential for advisors to gain control of daily investment operations so that they can manage risk efficiently and grow his firm’s business, all this can be achieved by this mutual fund software that greatly increases usability of advisors. For more information visit @- https://www.redvisiontech.com/

Advisor get Application forms in this mutual fund software for IFA all AMC

A complete section of Download/Application forms fulfilling the demand of advisors and investors is linked with this mutual fund software for IFA . An Advisor can get all the type of forms for all the possible AMCs that are needful in their client’s investment. For more information visit @- https://www.redvisiontech.com/

How is the email and SMS sending for promotions possible in this mutual fund software?

Advisors can send both text messages and emails for communication and promotional activities through this mutual fund software as it comprises of communication panel.The Email and SMS alert setting panel helps an advisor to set/add such kind of promotions and targeted mails which they can send to their clients. For more information visit @ - https://www.redvisiontech.com/

Do this mutual fund software for distributors is helpful in lead generation ?

We have enabled some extensive feature called as Automatic Lead generator that helps in lead generation from existing client base. Advisor can generate leads as well as this mutual fund software for distributors can also generate leads on behalf of IFA with the help of the integrated lead generation module . For more information visit @- https://www.redvisiontech.com/

How the investors can check their investment report 24*7 in this mutual fund software ?

The very important necessity of advisors and clients is to view their portfolio investment value and their respective report. Through our mutual fund software , advisors can provide log-in authority to their client using which they can check their wealth and investment portfolios scenarios and snapshots with all the important reports wrapped in it. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

Sub broker module included in this mutual fund software for IFA

Sub broker module is also developed along with this mutual fund software for IFA .Using this sub broker module, an advisor can add their sub brokers who are working under them and can also provide them the authority to view and edit necessary details as per their requirements. For more information visit @- https://www.redvisiontech.com/

How is it possible for advisors to schedule alerts in this mutual fund software for IFA ?

Scheduling alerts for clients is an important task for an advisor . Through the alert facility available in this mutual fund software for IFA , wealth managers and advisors can easily communicate with their clients .They can send Alerts either through SMS or Email by monthly, weekly, quarterly etc. For more information visit @- https://www.redvisiontech.com/

How advisors can download SOA in this mutual fund software ?

Investors usually need their Statement of Accounts to view their investment and portfolio value. An easy way to download the SOA is provided in this mutual fund software . The format of SOA is designed similar to AMC’s format with accurate data. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA acts as a central repository for investment data ?

This software is a central repository which stores all the transactional ,operational and calculable data.This mutual fund software for IFA acts as a perfect one stop place wherein and advisor can place all the valuable data records and calculations and brokerage reconciliation very easily and hassle free. For more information visit @- https://www.redvisiontech.com/

What kind of transactions can be done from this mutual fund software for distributors ?

In Wealth E-office, an advisor can place orders on behalf of his clients if his clients are KYC registered and has the authority to transact online. Using Invest online platform in this mutual fund software for distributors , you and your clients can place SIP orders or Lumpsum order quickly. ISIP and XSIP are also supported. For more information visit @- https://www.redvisiontech.com/

What differentiates this mutual fund software for distributors from others ?

We offer a complete wealth and asset management platform for comprehensive financial planning and respective goal achievement. This mutual fund software for distributors is the only platform that considers your existing investments and assets while making a financial plan . For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for distributors increases an advisor’s sales ?

Wealth E-office let an advisor engage more with clients and discover new business opportunities. The Lead generator option of this mutual fund software for distributors generate leads from clients on behalf of IFA , it's all happen automatically. Thus enhance the overall value of your firm and increases sales. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How easily an advisor can register mandate with this mutual fund software ?

Mandate registration is always a big hassle for advisors.To make it easy use our mutual fund software where registration of mandate is completely online procedure. Account information can be linked with the KYC details and client can then easily invest in mutual funds. For more information visit @- https://www.redvisiontech.com/

How safe it is to invest online with this mutual fund software for IFA ?

 This mutual fund software for IFA is absolutely safe for making financial transactions like SIP purchase , Lumpsum purchase same as like offered by various AMCs. Advisors and investors both can get the Invest online platform for making online transactions . For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors automates the review process ?

This mutual fund software for distributors simplify an advisor’s existing complex business processes with customizable designs and workflows. Advisors can track transaction status of the investments done by him or his investors . He can check the BSE response and can check whether the transaction has been placed successfully or not. For more information visit @ -https://www.redvisiontech.com/

How this mutual fund software for IFA delivers multichannel view to clients ?

The competitive edge of this mutual fund software for IFA is emerged from a unique combination of best client relationship as well as innovative approach towards portfolio management. Depending on the needs of advisors we deliver the best possible solutions. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for IFA provides value added services ?

 

Wealth E-office assist for comprehensive analysis ranging from a simple investment growth chart to the more complex investment strategies and portfolios. This can be done through one of the various Research tools and calculators available in this mutual fund software for IFA . For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors improves operational efficiency ?

Wealth E-office streamline an advisor’s wealth management processes with the right balance between comprehensive analysis and easy reporting. This mutual fund software for distributors save time and money with a one-stop portfolio management solution. This optimizes advisor’s workflows making giving the advantage of adding and merging multiple clients. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How many transactions one can place with this mutual fund software for Distributors ?

An advisor can place as many transactions as he wants in this mutual fund software for distributors .There is no limit of transactions you or your investors can place from our Wealth E-office 's Invest Online platform. After placing orders an advisor can track the status of the transactions done. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors effectively meet the clients need ?

An advisor can create model portfolios as simple or complex as per the risk profiling of investors. This mutual fund software for distributors cover the full range of investment assets, including mutual funds, stocks, commodities, FD/ Bonds and Real Estate. Also helps in creating financial goals for client and builds trust amongst them. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software helps to enhance client’s experience ?

With Wealth E-office an advisor can choose from a totally useful digital solution to full advisory financial service. This mutual fund software for IFA enhances the overall experience of advisor as well as of an investor by providing a user friendly environment to the end user. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How can an advisor expand into new market with this mutual fund software for IFA ?

We provide a cutting-edge financial-technology to penetrate new financial markets with our wealth management platform. With the use of this mutual fund software for IFA an advisor can position his business for future growth by targeting be a brand reputed firm. For more information visit @ - https://www.redvisiontech.com/

How can provide exclusive Investment Opportunities to investors with this mutual fund software ?

With Wealth E-office , an advisor and his team will continue to regularly understand their investor’s need and thereafter can provide exclusive investment opportunities in various assets like mutual fund, FD/Bond, Life insurance, Equity. Commodity etc. This mutual fund software for IFA will help an advisor to check out the risk profile and deliver right advise. For more information visit @- https://www.redvisiontech.com/

How can an advisor recommend fund with the help of tools provided in this mutual fund software ?

In this world of financial era , peoples are looking for an advisor who can deliver quality advises regarding investments to be done. This mutual fund software contains powerful research tools and calculators using which an advisor can compare multiple scenarios to deliver right advise. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

What kind of help this mutual fund software for IFA will provide at the time of Income Tax filing ?

Wealth E-office is one of the mutual fund software for IFA which assist an advisor at the time of income tax filing. We provide powerful report called as “Tax package report” consisting of all the necessary portfolio reporting required for Income tax filing process. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How can an advisor deal with workflows using this mutual fund software for distributors ?

Advisors will be able to spend more time for what really matters – that is their clients with the help of this mutual fund software for distributors .  Wealth E-office let an advisor forget about manual data crunching in excess spreadsheets, he can enjoy the benefits of automated reporting , portfolio management and handle the back office tasks with an ease. For more information visit @- https://www.redvisiontech.com/

What is the Dashboard specifications of this mutual fund software ?

Wealth E-office provides an advisor a personalized dashboard that keeps them up to date an overview of alerts, notifications and recent activities. This mutual fund software has an interactive dashboard with the necessary details shown in a single window so as the advisor can quickly get a brief overview of all the investment details. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How do a client can keep investments in this mutual fund software up-to-date?

This mutual fund software automatically records and update any corporate actions, including dividends, share bonus and splits, and capital returns. All this can be easily handled with this wealth management platform. For more information visit @-https://www.mutualfundsoftware.in/