How this mutual fund software for distributors is a cost-effective financial solution?

Distributors can easily manage and store their customer’s data thereby streamlining the methods to improve productivity. Moreover, this mutual fund software for distributors is a cost-effective solution with all financial planning functionality that an advisor needs. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How the CRM solution of this mutual fund software for IFA elicit customer’s delight ?

The challenge of day-to-day operations and tedious manual work can impact the client relationship. This mutual fund software for IFA enables them to boost revenues and nurture the client with improved service levels that will elicit the existing as well as prospective customer’s delight by managing their portfolios super effectively. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software gives clients unlimited document storage ?

This mutual fund software allows clients to safely store all their important files and essential data and access them anywhere directly through this software using the advanced CRM module that efficiently stores unlimited documents. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software is useful for relationship management ?

Advisors can configure preferences to remind them of each major event. They can schedule and organize the contact activities with the simple-to-use organizer of this mutual fund software and generate tasks to improve customer feed-backs and enhance relationship management. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA has automized the integration of RTA feeds?

The Wealth managers can secure all the sensitive information and documentation to generate a view of all processing of reporting stages automatically. This can be easily done through this mutual fund software for IFA as it automized the integration of RTA feeds in real-time. For more information visit @- https://www.redvisiontech.com/

How the auto email facility of this mutual fund software for IFA is beneficial?

We avail the facility of auto-scheduling of mails to region, branch, relationship manager, broker, advisor and distributors through this mutual fund software for IFA to set their marketing targets, grow their business and make their clients aware of their portfolio balances and upcoming events. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors is equipped with drill-through display ?

Our solutions are designed to deliver a highly-intuitive UI/UX, interactive user experience. We delivers the full range of complex client data displayed in graphical and dashboard-style and drill-through display of this mutual fund software for distributors that assists advisors to get a complete view of portfolio management. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA provides a unique online experience to the clients ?

Distributors require a user-friendly platform that matches customer’s expectations. This need is fulfilled as we offered a portfolio solution through this mutual fund software for IFA facilitating retail investors, advisors, distributors and wealth managers. Thus, providing a unique online experience through web and mobile applications. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software facilitates clients to perform all financial transactions?

Investors can place a purchase order for SIP or Lump sum in a few taps with our mutual fund software. They can also add other asset’s entry and can track their reporting. Thus, our portal facilitates clients to perform all the financial transactions on-the-move. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software covers individuals as well as the entire family tree?

Advisors can get the most unique and comprehensive reports covering an individual client as well as the entire family tree in an easy and meaningful manner. They can do auto-scheduling of mails through this mutual fund software that delivers the clients a detailed and crisp portfolio report. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA helps to view consolidated family investments?

Advisors can view the consolidated family investments through the selection of family-wise filters available in the reporting of this mutual fund software for IFA . Member-wise selection of family portfolios is also provided so that investors can get full coverage of their past investments. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA suitably fits into customer’s specific needs?

We are the financial technology service provider, offering mutual fund software for IFA that let customers take the charge and communicate their needs. Our product can be a true solution that suitably fits into customer’s specific requirements and is dynamic to accommodate real-time, real-life financial planning needs. For more information visit @- https://www.redvisiontech.com/

What are the advanced digital capabilities of this mutual fund software for distributors?

The advanced digital capabilities like innovative and user-friendly financial tools and calculators are offered in this mutual fund software for distributors that helps them to deliver cost-effective, risk-profiling based financial advice and goal planning. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA is capable of handling high load performance ?

 The flexible framework helps advisors to meet the challenges of increasing competition, emerging client expectations and changing regulatory compliance. This mutual fund software for IFA is capable of handling high load performance with ease, enabling different systems to run at a single time. For more information visit @- https://www.redvisiontech.com/

How does this mutual fund software act as an interface for scheme based classification?

Wealth managers can create and name multiple categories of funds in this mutual fund software that suits to client’s investment objectives. They can edit the categories or scheme recommendations that are made within categories by mapping new schemes. For more information visit @- https://www.redvisiontech.com/

What types of instant uploading facilities are provided in this mutual fund software ?

The distributor can upload all the types of assets in bulk in our Multi-asset platform. The other uploading facilities like client on-boarding forms for transaction platforms like AOF and FATCA upload facility are provided in this mutual fund software for hassle-free purchase of mutual funds and other assets. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for IFA empowers intuitive information management?

The extensive reports like Live Portfolio, Monthly MIS ,AUM reports ,etc which are useful for Advisors, Investors, Sub-brokers and other hierarchical levels are available within this mutual fund software for IFA empowering the intuitive information management. For more information visit @- https://www.redvisiontech.com/

How the solutions offered in this mutual fund software are scalable for IFA’s business?

The solutions offered in this mutual fund software are scalable for the advisor’s business, keeping simplicity in structure and design to meet future demands of the business. Business needs like generating new leads and prospects, strong research and analysis, accurate reporting and financial planning concerns are addressed on an on-going basis. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

Why to rely on this mutual fund software to absorb a very large customer base?

This wealth management platform has in-built tools, architectural methodology and lead generation module that makes a big transformation in business. The innovation and unique products equipped in this mutual fund software assists advisors to absorb a very large customer base and they truly rely on this software to deliver value-added services. For more information visit @- https://www.redvisiontech.com/

How easily the online transactions can be processed within this mutual fund software ?

The instant BSE registration can be done through this mutual fund software after which investors can easily start SIP and Lumpsum investments. Any KYC Compliance client can register their account , mandate , and FATCA on the BSE Star MF platform to proceed online transactions . For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for IFA auto calculate various complex entities ?

We facilitate to manage auto calculate various complex entities and other activities in this mutual fund software for IFA such as tracking of Capital Gains, Profit/loss, Historical holdings of all assets and automated corporate action adjustments. Thus, we strive to remove the complexities.For more information visit @- https://www.redvisiontech.com/

Which portfolio management services are offered within this mutual fund software ?

We offer two types of portfolio management services, one is advanced reporting of Multi-Asset and the other is the Financial planning module in this mutual fund software that builds client’s portfolios with appropriate research and analysis using boutique of actively managed mutual funds filtered through advance Research. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software for distributors ensures superior data security ?

The use of this mutual fund software for distributors ensure advisors and clients that their financial information is protected from misuse. It has stringent security and maintenance protocols through which the data privacy is assured and the details are securely maintained. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA delivers complete transparency and visibility ?

Portfolio managers and advisors need clear insight to get into multiple programs and reports at once. This level of visibility is essential for effective long-term planning and. To fulfill this need, we developed a mutual fund software for IFA that provides complete transparency and visibility for real-time information. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software adapt to the advisor’s business requirements ?

A powerful managed service provided by our mutual fund software easily adapts the business requirements of wealth managers and distributors. Additional services can be easily activated for hassle-free portfolio management within our Multi-asset platform and Financial Planning module. For more information visit @- https://www.redvisiontech.com/

What reporting mails will be received from this mutual fund software for IFA?

We provide a complete outline of investment performance through the automatically generated emails that we used to send on a monthly basis through this mutual fund software for IFA . The various reports like holding reports, performance, portfolio valuation report and statements of accounts (SOA), etc are delivered to the clients to track their monthly investment performance. For more information visit @- https://www.redvisiontech.com/

How does this mutual fund software helps to gain instant access to crucial client performance?

The interactive dashboard of this mutual fund software lets advisors gain access to crucial client and investment performance, asset allocation and statement of account-related information at-a-glance to simplify the day-to-day investment activities. For more information visit @- https://www.mutualfundsoftware.in/

How to make investment proposals in this mutual fund software for distributors ?

Advisors can make investment proposals for prospects through this mutual fund software for distributors and can restructure proposals to illustrate a change in strategy based on the model portfolio. The proposals designed thus helps advisors to expand the business by creating new clients. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software offers a personalized journey for different customers?

The advanced CRM features of this mutual fund software give customers a more personalized and native experience. With respect to this feature, advisors can view their client’s details, check the lead status, create a custom back-office workflow and map customer journey from a unified dashboard. For more information visit @- https://www.redvisiontech.com/

How to make portfolio modeling through this mutual fund software for distributors ?

There is a various combination of sectors such as asset categories, allocations, and benchmarks for performance comparison in this mutual fund software for distributors by which advisors can recommend best possible funds to their clients. For this, we availed the option to make a model portfolios for a specific investment strategy. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How the investor’s current data will work with this mutual fund software for IFA ?

Data conversion can be done very easily with the help of the solutions offered and covered within our systems. We have considerable experience of converting data from a variety of other systems and handles this data within the implementation process of this mutual fund software for IFA and can be easily transferred and exported. For more information visit @- https://www.redvisiontech.com/

What are the different types of portfolio reports available in this mutual fund software ?

There are various portfolio reports available in this mutual fund software. These are available to check the analytics and performance of funds invested in the past . Some of the reports are Live portfolio report, Capital gain report, Dividend report ,etc. All these reports can be filtered through client wise as well as family-wise. For more information visit @- https://www.redvisiontech.com/

What type of transactions can be performed with this mutual fund software ?

The Invest Online platform of this mutual fund software supports a wide range and almost all types of transactions like Purchase of SIP or Lumpsum, STP, SWP, Switch, and Redemption. These types of transactions can be executed in the present date or future date as per the need of the investors. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors maintains the investment compliance ?

Daily monitoring of investment limits in accordance with the regulations specified by the government is updated on a timely basis in this mutual fund software for distributors. Thus follows and maintains the compliance factors of investment reporting and analysis. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for IFA analyze and plot data and key ratios ?

We support wealth managers and advisors to concentrate on the key points like analyzing and plotting data and key ratios with the help of this mutual fund software for IFA , making appropriate investment decisions and advising clients and enhancing the service quality of any advisors or wealth managers. For more information visit @- https://www.redvisiontech.com/

When can the client place orders within this mutual fund software?

The clients can place an order in mutual funds only after registration in BSE which can be easily done through the Client Registration form provided in this mutual fund software. Once after registration and on-boarding process investors proceed through online transactions. For more information visit @- https://www.redvisiontech.com/

Where can clients add their nominee details in this mutual fund software for IFA?

The Client registration module is mandatory for advisors as well as investors to start new investments in mutual funds. Investors can fill the nominee details in the client registration form present in this mutual fund software for IFA. For new folio, nominee details entered on the Nomination screen will get updated quickly. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software for distributors personalize advisor’s routine processes ?

The combination of productivity tools and integrated modules in this mutual fund software for distributors enables advisors to automate and personalize their routine processes with actions. This simplifies the back-office and front-office processes. For more information visit @- https://www.redvisiontech.com/

What functionalities are offered in the BSE platform of this mutual fund software for IFA ?

The functionalities such as BSE registration, Mandate registration, Client registration, FATCA registration, invest online platform, and transaction log maintenance, etc are provided in this mutual fund software for IFA . We have enabled all this inside the BSE platform integrated within our system. For more information visit @- https://www.redvisiontech.com/

How to make redemption through this mutual fund software ?

Investors can redeem funds through the Invest-Online platform of this mutual fund software. They can enter all or partial amounts/units of selected schemes and execute the transactions that are present inside their carts. Advisors can also do this task on behalf of their clients. For more information visit @- https://www.redvisiontech.com/

How to place STP order in this mutual fund software for distributors ?

The Systematic Transfer Plan (STP) allows an investor to transfer a fixed/number of units into another scheme of the same fund house, and as per the STP dates defined by the AMC. A separate section is provided in the Invest online module of mutual funds for distributors to place the STP orders. For more information visit @- https://www.redvisiontech.com/

How to get started with new investment using this mutual fund software for IFA?

To get started with new investment in mutual funds, an investor needs to register with the BSE and this module is provided inside this mutual fund software for IFA . Before the BSE registration, the user should be KYC registered. Once after the completion of these steps investors can proceed to start to start fresh investment. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software reduce back-office inefficiencies ?

The embedded architecture and the intuitive designs of this mutual fund software enable financial institutions to reduce front and back-office inefficiencies ,turning client on-boarding into a more streamlined process for both advisors and investors. This also reduces excessive paperwork while making the processes easier to navigate for the users. For more information visit @- https://www.redvisiontech.com/

How easily E-documents are uploaded in this mutual fund software for distributors ?

We provide a unique way for advisors and investors to upload their necessary documents into this mutual fund software for distributors so that their data gets populated without any manual effort and store that E-documents in a safe and secure environment. For more information visit @- https://www.redvisiontech.com/

How retail investors can have access to their portfolios with this mutual fund software for IFA ?

The retail investors now have access to their customized portfolios to gauge their risk profile and also take into their investment account. Clients benefit from greater transparency, a wider range of financial products in this mutual fund software for IFA and better services across multiple channels and devices. For more information visit @- https://www.redvisiontech.com/

How this mutual fund software revolutionized the wealth management industry ?

The advent of digital technologies and automation of this mutual fund software has revolutionized the wealth management industry. With simple UI/UX , transparent investing and streamlined on-boarding process of this  software , advisors gained significant attention in the financial market. For more information visit @- https://www.redvisiontech.com/

How is family-wise portfolio maintained within this mutual fund software for distributors?

Advisors can manage the investments of their entire client base and yet can preserve the privacy of individuals accounts by using the CRM feature of this mutual fund software for distributors. The advanced reporting also enables taking out family-wise portfolio of all investors in a very easy and simple way. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How the self-service tools of this mutual fund software for IFA assist for lead generation ?

There are many self-service tools are available in this mutual fund software for IFA that can be consumed in a ready-made manner or that can be configured easily to meet specific needs or can generate leads and increase the customer engagement and enhance the relationship with them. For this, a panel is provided to generate leads within this software. For more information visit @- https://www.redvisiontech.com/

How does this mutual fund software acts as a single stop portal for secure data storage ?

As a single stop portal, the solutions provided in this mutual fund software offers secure document storage so that advisors can store all relevant financial documents and reports. Data security ensures the highest level of security for advisors and investors. For more information visit @- https://my-eoffice.com/mutual-fund-software.html

How this mutual fund software offers software-as-a-service delivery ?

We assure guarantee system availability wherever advisors have an established internet connection for always-on access. The upgraded version of this mutual fund software offers SaaS delivery which is available 24*7 and provides accurate reporting and analysis. For more information visit @- https://www.redvisiontech.com/