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/