Does Mutual fund software for distributors develops allocation report?

The report is developed to identify the proportion of investment made in particular segment of equity and debt and based on same further decision for additional investment is formed in Mutual fund software for distributors to acquire fruitful returns for client. For more information, visit @- https://www.redvisiontech.com/

How Mutual fund software for IFA generates reports of investment?

\The inclusion of different module helps to develop the reports of the client’s portfolio for monitoring the status of funds and also the Mutual fund software for IFA recommends about the additional funds to be introduced for uplifting the portfolio’s progress. For more information, visit @- https://www.redvisiontech.com/

How Mutual fund software in India replaced traditional method of trading?

Prior to some years trading was deemed to be risky and only for the wealthy individuals but due to arrival of Mutual fund software in India the numbers of investors increased and also pursuing transactions became profitable for each segment of investors. For more information, visit @- https://www.redvisiontech.com/

Why Mutual fund software for distributors calculates profit and loss valuation report?

The particular report facilitates in ascertaining the overall gain or loss over investors funds within a specific period and also the Mutual fund software for distributors helps in developing a trend chart to gain the better understanding of results. For more information, visit @- https://www.redvisiontech.com/

Does Mutual fund software for IFA calculates financial viability of client?

The software is embedded with various tools to assess the solvency of investor before making investment and Mutual fund software for IFA performs all such task on behalf of advisors to enhance the operations of business and improving the productivity. For more information, visit @- https://www.redvisiontech.com/

Why Mutual fund software in India is getting success?

The large numbers of investors are getting attracted towards investments market for acquiring high rate of returns. The Mutual fund software in India is accomplishing the objectives of investors due to which it is gaining popularity across the nation. For more information, visit @- https://www.redvisiontech.com/

Why Mutual fund software in India is considered as backbone for advisors?

The operations of the advisors became convenient after the introduction of the Mutual fund software in India. The task which involve human intervention before are now performed through software methods that saves the time and improves the productivity by minimizing the chances of mistakes. For more information, visit @- https://www.redvisiontech.com/

Why Mutual fund software for IFA shows capital gains calculations?

Those investments which are held by investors for a long period of time are likely to generate high profit in the long term, the Mutual fund software for IFA also shows the estimated capital gain in the future based on current value of investment which helps in deciding whether to continue investment or redeem. For more information, visit @- https://www.redvisiontech.com/

How Mutual Fund Software for Distributors is conquering tool for advisors?

Getting back to some years investment was supposed to be complex process and typical to handle vivid operations involving in the investment market. Since the improvement in every field of economy and adapting technology the pattern of dealing has been changed which had bought innovation and competition among amid the industry. The advisors working with the help of Mutual Fund Software for Distributors are more way ahead in comparison of those relying over manual pattern of investment and less capable to deal with more clients within limited time.

Key Features:

· Goal oriented:

The advisors deals with the investors based on the goals of the clients and upon the same investment strategy is structured for clients having different level of risk. The software assists is molding the negative portfolio into the most return generating investment.

· Constant Tracking:

The advisors became capable to keep a constant eye on the portfolio of investors which helps them to extract most suitable return from the market while diverting the risk of loss.

· Multiple Investors:

The advisors using the software have potential to deal with multiple clients at a time and deliver service effectively which empowers the growth of business and smoothes the relation with clients for long term.

· Systematic Planning:

The software assists advisors in planning for the portfolio of investors to uplift the status and derive most optimized returns that ultimately satisfies the goals of investors.

The software proves beneficial for advisors:

· Manages large network of distributors with efficiency.

· Effective management of different assets held by investors.

· Instant evaluation of portfolio stimulates investor’s profile.

· Multiple features solve various issues of advisors.

· Improves revenue for the business of advisor.

Thus the software is effective from all perspective and works in the interest of advisors for growing business and improving customer satisfaction till the long term. Not only the present situation of advisor business is improved but also the upcoming issues are resolved at initial phase and stand the firm to be competitive in rivalry market.  For more information, visit @- https://www.redvisiontech.com/

How Mutual fund software for IFA enhance advisors business?

The investment sector attained boom since the technological improvement has been bought in the industry which also changed the scenario of investment market. Even the investor’s interest has been generated after looking over the percentage of returns arriving out of made investment. The business operations of advisors with the help of Mutual fund software for IFA have been significantly structured and the complex tasks are easily managed by software on behalf of advisors. The technical platform has the capacity to handle all difficult stuff without interruptions and maintaining efficient performance of the firm.

Benefits to the advisors for having software:

· Multiple clients are well managed and delivered services.

· High volume of transactions can be performed.

· Client retention for long term with attracting new clients.

· Financial calculators for estimating future returns.

· Systematic reports generation for investment planning.

Key Features: 

· Wealth Management:

The management of client’s wealth becomes an easy task for advisor with the help of software which maintains record for every rupee of investor and the same software helps in developing a report for drawing strategy of further investment.

· Client Analysis:

The analysis of clients is convenient when the software is adapted by advisor which also boost the functions of firm along with the work productivity is also enhanced which mitigates the burden of operation.

· Paperless activity:

With the help of digital platform the transactions are performed virtually and also reduce the burden of managing paper based information which saves time and cost and improves overall productivity of firm.

· Business performance:

The performance of advisor business is even monitored by the software to ensure regular growth and success of the firm within specified period of time. 

The technical assistance is must for every business and advisors to survive long term in the market and compete with the rival firms. The firm has maximum chances of getting success which has adopted software for accomplishing back operations of firm.  For more information, visit @- https://www.redvisiontech.com/  

How Mutual fund software for distributors proves productive for advisors?

The software eases the method and pattern of working and the burden of data management are reduced through the Mutual fund software for distributors. The advisors profit ratio is also increased because of managing multiple clients at a single time. For more information, visit @- https://www.redvisiontech.com/

Did mutual fund software provide instant liquidity?

After the emergence of the digital platform in the market of investments the scope of trading is enhanced and also with the help of instant transactions facility in Mutual fund software like to withdraw fund at any time the liquidity with the investors has been raised. For more information, visit @- https://www.redvisiontech.com/

RedVision’s Mutual Fund Software is Your Personal Assistant

Many advisors in the mutual fund industry are fed up of facing several and consistent issues in dealing with clients and get failures in delivering uninterrupted services which results in loss of client retention. In order to conquer all such issues RedVision’s Mutual Fund Software proves effective in solving all complexities on behalf of the advisor. The inclusion of various premium and advance features makes it stand apart from the software of other companies. Even the advisors adapting the particular software agrees to be more productive in comparison of previous operations methods. The company has expertise in providing wealth management and financial software that supports the management and operations of your business.

Why Advisors go for RedVision’s Software?

· Fully capable to deal all primary operations of advisors business.

· Extraordinary management and retention of client information.

· Different significant modules improve productivity like Goal GPS, Rebalancing and many more.

· Secured platform for data storage of clients and instant access.

· Strong after sales support to grow advisors business.

Features of RedVision’s mutual fund software:

· Integrated Features:

The software is a bundle of various features that helps the advisors to solve every issue while delivering services to investors like event reminder, CRM, financial planning, wealth report and many more. All such advance facilities boost the growth of advisor business.  

· Client Management:

Through the technological aid the management of investors became easy for advisors based on which clients can be categorized on their nature of investment like aggressive, moderate and conservative. The formation of strategy becomes easy for the clients having same manner of investment.

· More Investors:

In comparison of dealing before the software the advisors was unable to deal with more clients which reduce the capacity to earn more revenue for the business. Even the retention of client was also a difficult task in case of any loss. Since the arrival of software the operations pattern for the advisors has been changed.

· One platform all solution :

The involvement of every feature having worth for advisor makes it effective and productive for the business and helps to cope even in the situation uncertainties. The advisors get facility to calculate future returns, generate various reports and prepare financial planning which reduces the maximum work burden.  For more information, visit @- https://www.redvisiontech.com/