How to send push notifications through this mutual fund software for IFA ?

We have provided a facility to send one to one or multiple or mass notification to advisors and distributors holding our mutual fund software for IFA and this notification panel is displayed on the dashboard itself. This push notification is the easy way to convey upcoming events, actions and renewals etc. For more information visit @- https://www.redvisiontech.com/

How is client merging done in this mutual fund software for distributors ?

Our platform is equipped with easy client merging technique wherein advisor can easily merge client by creating groups in this mutual fund software for distributors and adding multiple client under one family head. Advisors will also get a user manual including all the merging rules that will help advisor for this process. For more information visit @- https://www.redvisiontech.com/

How to examine past portfolio performance in this mutual fund software ?

It is often necessary for advisors to compare the past performance of the invested fund. We provided some tools to compare funds in this mutual fund software that helps to analyse the performance over time against the recommended target allocation delivered by advisors. For more information visit @- For more information visit @- https://www.redvisiontech.com/

How do this mutual fund software for distributors will anticipate future changes ?

Technology changes every day and so the requirements of advisors and investors also changes. Locking up in five year contract for mutual fund software for distributors is advisable only if the software provide agrees to anticipate future updates and developments. We always upgrade our system on timely basis and same in reflected in systems of our existing users. For more information visit @- https://www.redvisiontech.com/

How to receive a comprehensive assessment of the financial plan with this mutual fund software ?

Advisors can make goals for their clients and can build an investment plan that fits their needs. They can receive a comprehensive assessment of the entire financial plan created by them in this mutual fund software by utilizing the most powerful tools provided with deep research to create a personalized and optimized financial plan. For more information visit @- https://www.redvisiontech.com/

How does this mutual fund software for distributors determine risk profiles ?

It is difficult for advisors to decide whether the portfolio they have built for their client is the right portfolio or not. Risk assessment can help advisors to decide which portfolio will best suit to their clients. Risk profiling can be conducted by this mutual fund software for distributors helping advisors to deliver next level advice. For more information visit @- https://www.redvisiontech.com/

How well can this mutual fund software for IFA handle financial needs?

The financial need of an IFA includes investment tracking, advanced reporting, analysis reports and many more. All these features are provided in our mutual fund software for IFA through which they can have access to tools that will help them to handle their financial needs. For more information visit @- https://www.redvisiontech.com/

How to expose costly MF expense ratios in this mutual fund software ?

Advisors and investors can get a real insight into the fund performance and expense ratios of thousands of the available mutual funds in the market covering multiple fund types making off investment added in this mutual fund software and expose the expense ratios collected by fund managers. For more information visit @- https://www.redvisiontech.com/

What advisors will achieve with this mutual fund software for distributors ?

Advisor first need to decide why they are considering buying a new solution. The advanced solutions like adequate quality, extensive support, security, correct reporting and data management  are developed in this mutual fund software for distributors that can make straightforward growth in business.For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA provide long term appreciation report ?

The long term appreciation report is very important as it is provided while filing Income tax returns. This report is well known as Capital Gain report that we have provided in this mutual fund software for IFA with and without indexation considering the LTCG rules as per SEBI’s requirement. For more information visit @- https://www.redvisiontech.com/

How to check market-beating returns from this mutual fund software ?

It is difficult to track the returns unless advisors sticking monitor them. Advisors sometimes find it difficult to assess the process resulting in incorrect valuation and reporting. The use of an intelligent mutual fund software assists in checking all the fund types including Debt, Hybrid, Index funds etc to give more accurate reports. For more information visit @- https://www.redvisiontech.com/

How the high-touch service of this mutual fund software is hand-holding for advisors ?

A competent financial plan created by a mutual fund software can give good returns by providing high-touch services to advisors. The services include accurate reporting, customized dashboard, intuitive designs and interactive research tools and calculators which proves to be hand-holding to advisors. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How does mutual fund software play a key role in the advisor’s life?

The market can be unstable anytime which is unavoidable. Advisors need to make investment choices on the basis of proper research for which this mutual fund software can prove very beneficial. Moreover, the software can monitor portfolio anytime playing a key role in the advisor’s life. For more information visit @- https://www.redvisiontech.com/

What types of RTA mailback feeds are supported in this mutual fund software for IFA ?

The mailback feeds from RTAs like CAMS, Karvy , Franklin and Sundaram that are supported in this mutual fund software for IFA are transaction files, SIP/STP files, Folio master files and AUM files. Bulk uploading of files is also possible within this software. For more information visit @- https://www.redvisiontech.com/

What type of encryption method is used in this mutual fund software for distributors?

Data security is one the important factors that defines the quality of any software. We used SSL encryption and high grade security algorithms in this mutual fund software for distributors that ensures all financial transactions are executed safely and in a secure environment. For more information visit @- https://www.redvisiontech.com/

How to maximize human capital by the use of this mutual fund software for IFA ?

For a registered IFA, business growth is very important. We equip advisors with the tools in this mutual fund software for IFA that are needed to pursue the financial goal of advisors. This helps enhancing business performances by improving client experience and maximizing human capital and growing business as per expectation. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software supports a vast array of asset ?

A mutual fund software should be able to help advisors manage Stocks, Insurances ,Bonds, MF or ETFs but in addition to the essential tools , a vast array of other assets like Fixed deposits , Real estate and commodities also should be supported to act as a multi-asset platform. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors is built on true data aggregation model ?

A good software should consists of a true data aggregation model that integrates customer’s data and asset data. Data management tools contained in this mutual fund software for distributors ensures full data integrity, structured data fields and Pseudo-static data management for quality data. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How advisors can get round the clock access to this mutual fund software for distributors ?

The full time usage of this mutual fund software for distributors will cost nothing to the advisors. This will help them to maintain full portfolio in one place allowing real-time tracking of both non-market and market-linked securities. Advisors can get access to the software 24*7 after subscription. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software assists in money flow tracking ?

 

Detailed tracking of money flows is very essential for both advisors and investors. This is to identify how the money is actually divided into different sectors for fund diversification. We have provided a specific report featured in this mutual fund software for distributors that assist advisors for money flow tracking and monthly inflow and outflow. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software covers FD deposits ?

Managing the Fix deposits and insurance policies of all investors doesn’t seem easier but this mutual fund software for distributors make this easy. Advisors can get clear picture of the investments covering all the deposits and provides output in less entries and accrued report . For more information visit @- https://www.redvisiontech.com/

What is the frequency of data updates within this mutual fund software for IFA ?

We developed applications and software programs that automate everyday workflow to make advisors life more easier. To make this possible , the data is updated in the mutual fund software for IFA as soon as when we receive it from different RTA’s like Sundaram, FT, Karvy and CAMS. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

What to think about when buying a mutual fund software for IFA ?

There are certain aspects which needs to be decided while purchasing a new mutual fund software for IFA . Firstly, advisors need to decide why they are buying new solution. Is it because the existing solution is not of adequate quality or is too expensive to support ? Or will it not get upgraded for future? These are some of the points to think before replacing a software. For more information visit @- https://www.redvisiontech.com/

What are the various utility reports added in this mutual fund software for distributors?

There are various utility reports that we have added in this mutual fund software for distributors providing them  value added reporting features. A single Valuation report can provide reporting as on date with fund performance analysis , top holding and fund details. Moreover , many such reports are available which are very helpful to advisors for day to day back-office work. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How to upload KYC of clients by the use of this mutual fund software for distributors ?

The basic needs to start investment of a client is to assure that whether the client is KYC registered and BSE enabled client. Through this mutual fund software for distributors , both these necessities are covered with BSE registration and KYC registration. Bulk uploading of KYC clients is also available. For more information visit @- https://www.redvisiontech.com/

How the digital solution of this mutual fund software keep up with HNI requirements ?

The high grade quality and award winning technology of this mutual fund software together combine to deliver a custom digital experience to the existing clients. Advisors can grant their HNI clients the self service, anytime access with a personalized online portal, empowering advisors to maintain focus on HNI clients while engaging with new clients. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

Which factors lead to customized mutual fund software development ?

The software designs that we have used while making this mutual fund software include factors like detailed use cases, easy-to-understand wire frames, repeated testing and complete database models with normalization. All these factors helped us to improve the operational efficiencies and triggers for customized software performance. For more information visit @- https://my-eoffice.com/mutual-fund-software.html 

How this mutual fund software for IFA supports for managing new regulations ?

It is the responsibility of the asset management companies to work as per the norms and regulations decided by the Government. And the same is applicable for the vendors handling and developing the mutual fund software for IFA so as they should also implement the new rules in their existing software helping advisors to get latest updates ,compliance functions and SEBI circulars. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for distributors provides RTA account statements ?

After making investments , a very needful report required to the client is their Statement of Accounts which is oftenly called as SOA. This mutual fund software for distributors offers the easiest way to check out the SOA quickly without contacting RTA for this. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for IFA maintains historical transaction records ?

Risk return analysis of client’s portfolios can be done using historical data . Advisors can get the live NAV updates with this mutual fund software for IFA and can also get historical transaction records for better fund analysis  and peer group comparison considering past or historical returns. For more information visit @- https://www.redvisiontech.com/

How the data management becomes easier with this mutual fund software for distributors ?

The main vision of this mutual fund software for distributors is to provide correct and accurate data. The data management operations thus is the integral part of this software and can be accessed with any of the devices anywhere and anytime. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How advisors can have unbiased selection of right funds through this mutual fund software?

With the help of Research tools build up in this mutual fund software , advisors can place high emphasis on unbiased selection and advise of right funds keeping in mind the client’s financial goals, fund performances like return analysis and exit loads. For more information visit @- https://www.redvisiontech.com/ 

How end users can follow portfolio performance within this mutual fund software ?

The large database of this mutual fund software stores all customer and portfolio information in a structured way, to streamline decision-making and routine activities of wealth managers and advisors. The timely information is fetched from the RTA’s reflecting all updates real time. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How advsiors can became a constant partner of this mutual fund software?

By subscribing our software ,advisors don’t need to surf many financial websites for basic research data. Advisors can get a single cloud based platform where they can perform their daily back-office tasks. With the integration of all the required tools at a single place , this mutual fund software can became a constant partner in the life of an advisor. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors supports STT calculations ?

The STT value can be obtained in the realized capital gain report available in this wealth management software . This  mutual fund software for Distributors will let an advisor to get STT related details  for all types of mutual fund like equity, debt and balanced fund . For more information visit @- https://my-eoffice.com/mutual-fund-software.html

What are the fund types that can be managed with this mutual fund software for IFA ?

The various fund types like Close ended fund, FMP and ELSS etc can be easily differentiated and manged by the use of this mutual fund software for IFA . Along with a method to differentiate amongst various fund types , advisors can also keep on   tracking the data. For more information visit @- https://www.redvisiontech.com/

How can clients get expedited attention and service in this mutual fund software ?

Investors work with a triad of advisors and wealth managers who helps them to set up their investment account with mutual fund software and give them a guided tour of online reporting and related tools, thus giving clients an expedited attention and personalized service model. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for distributors has time-saving automations ?

Many advisors we spoke with said that ease of use and time saving features are the top two things they look for in a software . There are some features in this mutual fund software for distributors that helps advisors to save time better and manage their finances. One such feature is providing access to punch transactions online in just few clicks, saving time to visit multiple AMCs for single purchase. For more information visit @- https://www.redvisiontech.com/

What guidance an advisor can get with this mutual fund software at the time of audit ?

Advisors should be able to give their accountant access to the relevant data at the time of Income tax filing. This is sometimes difficult as many of the mutual fund software for IFA do not provide accurate data. The use of our system makes the life of advisors and accountant easier that helps them with features like tax calculation, tax reporting and all the necessary data files. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How can a distributor manage brokerage records in this mutual fund software ?

The most demanding feature in today’s financial scenario is the Brokerage report . Advisor and sub broker are now looking for a brokerage report wherein they can check their brokerage. The brokerage report in this mutual fund software provides both upfront and trail amount report. Thus advisor can manage their brokerage records with all ratios . For more information visit @- https://www.redvisiontech.com/

What are the features of the client registration form contained in this mutual fund software?

Client registration is essential to start an investment in any of the respective platforms like NSE or BSE. We have enabled a quick client registration process through this mutual fund software with a bucket of facilities like adding multiple banks , multiple mandates , changing mode of holding and having a different client code etc. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

What tools this mutual fund software provides to optimize IFA’s requirement ?

The intuitive design structure of this mutual fund software in india is easy to understand and the tools like Research tools, Pre Sales Calculators and fund analysis tools like Compare fund and Factsheerts etc  inbuilt in it is designed to fulfill the requirements of advisors . All this gives a reliable solution to deal with daily challenges and flexibility to fetch and cope future possibilities and opportunities. For more information visit @- https://www.redvisiontech.com/

How beneficial is this mutual fund software for distributors for calculation purpose?

We build up some useful tools that helps an advisors for income calculation and various goal based calculations needed for retirement planning , marriage planning etc. Crucial analysis and calculations can be easily done with the help of this mutual fund software for distributors making advisor capable of delivering right advice. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How can advisors easily migrate existing client’s data in this mutual fund software?

The data migration is the big question that arises when an advisor already have an older system and is looking to replace or upgrade . An advisor will not encounter such issues after subscribing our mutual fund software as we provide easy migration of existing client’s data which can be easily added in our system and is a part of our installation process. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA overcomes the pain points of advisors ?

We always take feedback from our existing software users on regular basis to know what else they require in our mutual fund software for IFA and where it falls short. Getting valuable inputs from advisors who use our system is part of our work responsibilities and thus we overcome the pain points of advisors. For more information visit @- https://www.redvisiontech.com/

Why distributors are searching for robo advisory solutions with this mutual fund software ?

The robo advisory solutions enables advisors to quickly onboard client with BSE star platform linked and integrated with this mutual fund software . Just after onboarding the clients , they will be able to transact online by their own in any of exchange NSE or BSE. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for IFA helps advisors to get live information ?

Live informations like  data updation ,NAV upload is very much necessary for advisors. This mutual fund software for IFA assists in users to get live information with regards to mutual fund schemes , new NFOs and enables them to get latest NAV. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

The updation of other assets is possible in this mutual fund software for distributors

Advisors can update other asset investments in this mutual fund software for distributors as we have provided an option to manually enter the details of other assets like FD/Bond, Equity, Commodity, Real Estate etc. The entries thus added will reflect in the client’s portfolio and advisors can also view it. For more information visit @- https://www.redvisiontech.com/

How investor can better invest for goal fulfillment having this mutual fund software for IFA ?

There are thousands of mutual fund software for IFA available in this financial market. But all the software do not provide the facility to link or map the existing goals to their investments done in the past.Here an advisor can get a complete package right from creating goals to tagging and tracking its performance. For more information visit @- https://www.redvisiontech.com/

How to get updates and declarations from AMCs and SEBI with this mutual fund software ?

We focus on providing each and every update to distributors regarding the market conditions.Any declarations, amendments and circulars from SEBI and from AMCs are updated quickly in this mutual fund software , so that an advisor can never face any discrepancies in data value. For more information visit @- https://my-eoffice.com/mutual-fund-software.html