How this mutual fund software for distributors ensures consistency ?

This mutual fund software for distributors is a single , unified platform that ensures consistency and accuracy at every stage of advisor’s journey assisting in their back-office, middle and front-office operations so that they can focus more on generating new leads and customer. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA acts as a knowledge base for advisor’s data ?

Our software assists advisors to gain access to powerful data analytics and real-time reporting directly from our mutual fund software for IFA which is the knowledge base for advisor’s data, documents and evaluate the performance of investments through factors like absolute return and XIRR. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software reminds advisors of important dates ?

Tracking of important dates and events is very crucial for advisors. We are offering a solution to this problem within this mutual fund software so that advisors can never miss an opportunity to increase their client’s return by automatically capturing upcoming events such as SIP expiry, SIP maturity etc. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors acts as a good investment optimizer ?

The use of this mutual fund software for distributors can optimize the client’s investment portfolio using the easy-to-use tool, thereby improving investment performance and making it more efficient by optimizing volatility limits, expected returns and performance charts and graphs. For more information visit @- https://www.redvisiontech.com/

How advisors can customize user access to this mutual fund software for IFA?

The advisors have the authority to provide user access to clients through which users are given edit and view privileges that allows gives the ability to control who is editing data in the portfolio system of this mutual fund software for IFA . The advisor, sub-broker and client privileges can be easily provided to elevate access to some features. For more information visit @- https://www.redvisiontech.com/

How advisors can evaluate annual investment history with this mutual fund software ?

Advisors can analyze portfolio growth over time in this mutual fund software , including valuations and returns by evaluating annual investment history and tracks key portfolio metrics and compare absolute returns and CAGR of the past investments. For more information visit @- https://www.redvisiontech.com/

How the search panel of this mutual fund software for IFA provides contextual relevance ?

The intelligent search panel of this mutual fund software for IFA provides contextual relevance and creates an easy-to-use data management system. The search panel instantly finds useful reports, files, sections and sub-modules that advisors need while performing back-office tasks. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors ensures secure Data storage ?

Data security is an important factor to be considered while choosing a mutual fund software for distributors as meeting security requirements and necessities are much more than just checking off boxes in a compliance list. We work with most trusted data-centers ensuring that all the client’s data is stored and managed securely. For more information visit @- https://www.redvisiontech.com/

How this Mutual fund software is dedicated to financial advisors and service specialists?

Whether it is a quick investment summary or a deep dive into the detailed investment scenario, our mutual fund software is always ready to help financial advisors and service specialists to understand what’s going on in their client’s investment portfolio. For more information visit @- https://www.redvisiontech.com/

How advisor can upload investment documents inside this mutual fund software for IFA ?

Distributors can upload investment documents and can store them in one secure, cloud-based system of this mutual fund software for IFA for easy access anytime and any where.Advisors can also upload investor reports, financials and other important back-office paperwork and can also upload other asset data manually. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software provides advisors a holistic view of client’s activities ?

Investment portfolio management software allows advisors and wealth managers to maintain a holistic view of client’s investment reporting and their activities on behalf of their clients, aggregating all the relevant investment data and offering research and analysis tools in this mutual fund software to aid in investment analysis. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors informs advisors about AUM ?

Along with handling a huge clientele , advisors also need to keep an eye on the AUM of their firm, so that they can easily analyze the growth of their firm as well as  identify the areas where improvement is needed. This use case is perfectly managed by the AUM report present in our mutual fund software for distributors through which advisors can bring more transparency in their business. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA remove manual data consolidation in excels ?

Manual consolidation in the spreadsheet is more error-prone and can lead to inaccuracy. Advisors can save time and resources with mutual fund software for IFA when they log into one application instead of maintaining different spreadsheets. This reduces human intervention and maximizes accuracy. For more information visit @- https://www.redvisiontech.com/

How effective is the browser-based application of this mutual fund software ?

Our wealth management platform is a responsive and intuitive web-based mutual fund software that can be used with any device such as desktop, tablet or even as a mobile application. The user interface is branded as per the advisor’s expectations to provide seamless customer experience. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors minimize exceptions ?

Managing portfolios of huge clientele are tedious for advisors and so time-consuming and it can also lead to more errors. Our mutual fund software for distributors handles complex investment reporting needs of advisors, investors and employees. Thus minimizes exceptions that are encountered when advisors try to manually check the data. For more information visit @- https://www.redvisiontech.com/

How prospects can be handled using this mutual fund software for IFA ?

The CRM module allows advisors to manage not only their existing clients but also the entire sales pipeline including prospects handling and lead generation. Prospect handling through our mutual fund software for IFA streamlines workflows and speeds up the sales processes. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software offers multi-channel client front end ?

The client front-end is a model-driven investment recommendation solution that also provides clients with their current wealth snapshot, portfolio performance, and daily market update. Depending on the context, this mutual fund software can run on various devices from smartphones and desktops to provide seamless services. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors helps in financial advice management ?

Goal-based planning and investment advisory tools like Research desk and Pre-sales calculators and financial planning modules are enabled in this mutual fund software for distributors that assist advisors for asset allocation and delivering perfect advice for selection of funds for investments . For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA increase interest with new report formats ?

Advisors and investors can demand reports targeting a particular demographic that is s tag-based and goal-based investment report. They can also demand reports in this mutual fund software for IFA that can capture behavioral investment assumptions that increase interest in reporting formats. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software caters all client segments to boost sales ?

We have made it easy to set up pre- sales flow to make perfect investment decisions so that advisors can focus more on interacting with their customers. Moreover, this mutual fund software is a complete package of all the client segments and manages a multi-asset view. These are the convincing factors to boost sales and growth of the business. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors provides the highest quality data ?

Our web-based portal collects and unifies portfolio data that accurately and securely manage the highest quality data in a single database of this mutual fund software for distributors . Advisors can add and update their client’s data along with their investment portfolios and other asset details. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software offers best-in-class technology coupled with ease of use ?

Our solutions are perfectly designed by using best-in-technology coupled with ease of use to fulfill the needs of wealth managers and financial advisors developed specifically in this mutual fund software to improve workflow back-office efficiency, increase productivity and improve customer relationships. For more information visit @- https://www.redvisiontech.com/

How helpful are the web-based modular designs of this mutual fund software for IFA ?

The web-based modular designs of this mutual fund software for IFA are specifically designed to help advisors with role-based entitlements that allow custom configurations of reporting methods and intuitive design for Goal-based planning and financial planning. For more information visit @- https://www.redvisiontech.com/

How good is this mutual fund software for distributors in after-sales support?

The existing users, advisors and ARN holders can contact our after-sales team of dedicated experts for any support they need. We answer all calls and expect to resolve any query arising while using this mutual fund software for distributors during the first call. We make sure to offer the best services to our clients by reviewing their tickets regularly. For more information visit @- https://www.redvisiontech.com/

What type of model management is possible within this mutual fund software ?

We integrated a technology designed to automate model portfolios designing and management within this mutual fund software, which can eliminate human error and enhance the investment strategy options for clients and growth of the advisory business. For more information visit @- https://www.redvisiontech.com/

What type of financial data feeds do we get in this mutual fund software for IFA?

 

The data feeds like an index record of NSE and BSE, daily tickers, NAV updates, corporate actions, mutual fund price alerts, and all other financial data feeds. These data feeds are provided on the Dashboard of this mutual fund software for IFA , so that one can view it easily on the top. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA uses a single entity to access data of all clients?

Customer Relationship Management provides advisors and distributors with a simple and easiest solution to manage complex customer relationships. CRM module of this mutual fund software for IFA uses a single entity and client database that allows keeping the information up to date and helps advisors to keep track of the task deadlines and upcoming events.  For more information visit @- https://www.redvisiontech.com/

How is selective data views possible within this mutual fund software for distributors?

The selective data views are possible within this mutual fund software for distributors that provide comprehensive access to all fund activity and existing portfolios in a timely manner. Through this advisor can view the underlying portfolio and asset data for any investors and shareholders. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software is a perfect platform to deploy high volume data ?

We offer relatively inexpensive and intuitive standard templates and designs as well as fully customized reporting methodologies in this mutual fund software with limitless options for report generation. Thus, providing a perfect platform for deploying high-volume data and reporting and on-demand statement of accounts. For more information visit @- https://www.redvisiontech.com/

How is NAV prices are calculated in this mutual fund software for distributors ?

The NAV prices are calculated internally or can be imported if required. These can be set to a fixed date and time within this mutual fund software for distributors , calculated ad hoc or over variable and time periods defined by advisor or investor or software user. For more information visit @- https://www.redvisiontech.com/

How the core database of this mutual fund software for IFA simplifies record keeping ?

The core investment management functions track, administer and monitor reports by and integrated solution and workflow processes. The core and single database of this mutual fund software for IFA simplify the record-keeping for more effective data management and investment details.For more information visit @- https://www.redvisiontech.com/

Why this mutual fund software supports every area of investment process ?

Our customized Wealth Platform supports every area of the investment process so that advisors can easily check the reporting, plan for the retirement of their clients and robust asset management. All these factors are very much necessary in any mutual fund software for simplicity, transparency and accurate fund management. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors offers a modular solution approach ?

Wealth Management and advisory firms are continuously evolving to meet market needs for a client - centric approach and work effectiveness. We built this mutual fund software for distributors to offer flexibility with a modular solution approach and ease-of-use, meeting business requirements in the global financial arena. For more information visit @- https://www.redvisiontech.com/

What pathways of success can be achieved with this mutual fund software for IFA?

There are three pathways of success that will define the gen-next advisors. These are customer experience enhanced by digital services provided within this mutual fund software for IFA , accurate reporting insights and the third one is Research and analysis by mass affluent. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software contains structured fund management processes ?

Report capabilities extend to each and every part of this mutual fund software making internal as well as external control over investment data for all actions and processes. Thus, structured fund management processes produce a more responsive and accountable reporting environment. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors can digitize the customer journey ?

The ‘look and feel’ of this mutual fund software for distributors digitizes the customer journey across users while automating the back-office processes right from on-boarding to valuation reports contributing to a transformation that is simple to deploy and enhance business growth. For more information visit @- https://www.redvisiontech.com/ 

How is the standard interface of this mutual fund software supports importing methods ?

The standard interface assists automated importing techniques of corporate actions, a range of price feeds and dividend data. These imports available in this mutual fund software allows advisors for automated dividend distribution and any changes in the capital. For more information visit @- https://www.redvisiontech.com/

How advisors can become financial experts having this mutual fund software for IFA ?

We have developed this mutual fund software for IFA by understanding the need and behavior of Indian investors and advisors. All of the portfolio reporting and accounting is managed in a single system making advisors professional financial expert. For more information visit @- https://www.redvisiontech.com/

How all the asset classes are modeled and handled by this mutual fund software for IFA ?

From a practical prospective, this mutual fund software for IFA modeled all asset classes handling them all using a single solution. Since alternative assets are in a high priority focus area for the industry, we deployed all asset classes to meet the investment strategy within financial products. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for distributors will benefit mass affluent and HNI clients ?

The pre-integrated solutions included within this mutual fund software for distributors provides a seamless front-to-back wealth solutions which are applicable for any wealth manager or firms with scalable innovative technology that will benefit mass affluent and HNI investors and clients . For more information visit @- https://www.redvisiontech.com/

How this mutual fund software is becoming paramount of importance ?

Differentiation in offering advanced customer experience in the financial industry is becoming paramount importance, as market needs are constantly changing. To effectively address the challenges, our mutual fund software used recent technologies that stipulate personalization of customer service. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software is an award-winning platform with market-driven expertise ?

Modern and innovative portfolio management systems empower advisors to focus more on their clients rather than the manual process. The award winning features of this mutual fund software consist of market-driven expertise evolving to meet the market needs. For more information visit @- https://www.redvisiontech.com/

How advisors can feel unparalleled flexibility in this mutual fund software for IFA ?

Scaling up and adopting evolving business models are necessary factors promoting the growth of business for an advisor. For this necessity, the unparalleled flexibility of our mutual fund software for IFA allows advisors to do it all in a very simple and seamless manner. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software uses widgets to improve the client’s UX ?

We have put together a gallery of real-time financial widgets on the dashboard of this mutual fund software that is all standardized and available on the advisor platform. These widgets include performance charting with benchmarks, current indices, Research tools, and many others. For more information visit @- https://www.redvisiontech.com/

How can we get instant access to valuation tools in this mutual fund software for IFA ?

Robust fund analysis and valuation tools help advisors to plan for goal across funds. Advisors can manage valuation in the mutual fund software for IFA keeping record of every fund to evaluate future statistics of the fund so that they can better plan the capital deployment. For more information visit @- https://www.redvisiontech.com/

What challenges do advisors face with other mutual fund software for distributors?

Some common challenges that advisors usually face with other mutual fund software for distributors include lack of intuitive design and user interface, lack of flexibility and incorrect report that consumes time and human resources. We tackled all these challenges and built a robust system overcoming them. For more information visit @- https://www.redvisiontech.com/

How advisors can gain clarity in equity stocks by this mutual fund software for IFA ?

The detailed report of Equity Valuation can be obtained through this mutual fund software for IFA by which investors can keep a record of each and every securities traded in both or any of the exchange NSE or BSE. Complete clarity of stocks can be thus attained from an advisor point of view also. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors can become fund data hubs ?

Advisors can get a bird’s eye view of all invested funds of clients in one aggregated dashboard of this mutual fund software for distributors and easily create custom dashboards using the financial widgets across all of the asset classes. Thus this software act as a fund data hub. For more information visit @- https://www.redvisiontech.com/

How advisors can attain business intelligence at fingertips with this mutual fund software ?

Real-time access to intellectual analytics is the USP of our mutual fund software , helping advisors to get a top position in the market. This is really beneficial for advisors to leverage the power of business intelligence at the fingertips. For more information visit @- https://www.redvisiontech.com/

How to check NAV history in this mutual fund software for distributors ?

It is most important for advisors to check the past performance of any fund before recommending it to their clients. Thus, the fund performance tool available in this mutual fund software for distributors has been proved very useful where they can check the NAV history, past returns with evaluating factors Absolute returns and XIRR. For more information visit @- https://www.redvisiontech.com/