Redvision’s Mutual Fund Software Defeats all your Advisory Problems

Being an investment advisor many of you feel stuck and fed up of facing back to back issues in your advisory business from generating summarized reports to constant delivery of folio status to clients. How it would be if someone can do all such task on your behalf? Isn’t it sounds strange but actually the Redvision’s Mutual Fund Software for IFA and distributors has the potential to mould the dream of every advisor into reality. The entity is specialized in developing wealth management and financial software to support the subsidiary operations of firm and offers a platform for maintaining client relationship with an objective of long term retention. The advisors dealing via financial software are rest assured about their business progress because they have already recruited a smart technology that is performing all operational stuff in the interest of their business and also giving a cut throat competition in the industry via attraction of new clients without losing the existing one.

Key Features:

1 B2B solutions:

The Software and Websites are developed with a view to eliminate every single problem of advisor facing in the investment market. The software is embedded with highly advance feature that never allows your business down.

2 Improves Advisors Productivity:

The execution of business operations and management of investors becomes convenient process for the advisors that ensures serving multiple clients together which ultimately improves the productivity and grows the business of advisor.

3 Secured Digital Platform:

The websites and applications are backed by high security and the data is stored at cloud servers which can be accessed from any device irrespective of location barriers. The digital platform facilitates interrupted transactions amid the investor and advisors.

4 Systematic Financial Planning:

The advisor can provide a detailed investment planning to the investors to extract the optimized return from the market while minimizing the risk from the funds and also suggests roadmap to achieve the planned goal in the desired manner.

5 Conducts Research:

The software has an inbuilt feature to conduct an in-depth research that assists advisors in recommending best schemes and SIP for investment resulting in increase in revenue of advisor’s business. The history of dividend can be accessed to identify the consistency of the allocated dividends.

6 ROBO Assistant:

The applications are formed that requires less human intervention and services are too quick and instant available on single click. The on boarding of client and pursuing transaction is so convenient and easy process that lastly improves the client satisfaction for advisors. For more information, visit @- https://www.redvisiontech.com/