In the present scenario investment is not a big challenge for advisors and investors but monitoring and tracking is. Whether you have a portfolio of millions or billions if you cannot manage it systematically then every efforts proves worthless. Many advisors connect with multiple clients but due to lack of proper tool to share wealth report they tend to lose their client by the time. Now, the question arise what can help an advisor to attain the faith of investors and how to share an elaborated report to every individual client? The solution is just as simple through wealth report tool which is embedded in the mutual fund software by RedVision Technologies specially benefiting advisors to maintain record of every invested rupee of clients.
The fruitful areas of the financial software for advisors are:
1.Segregated investment record of each segment can be analyzed like Bond, Equities, commodities and many more.
2.Overall wealth status of particular client can be shared anytime on demand.
3.Asset allocation chart is developed for complete portfolio analysis.
4.Investment in schemes of particular AMC is monitored for current valuation.
5.Comparison amid Absolute and Expected rate of return is possible.
The fruitful areas of the financial software for advisors are:
1.Segregated investment record of each segment can be analyzed like Bond, Equities, commodities and many more.
2.Overall wealth status of particular client can be shared anytime on demand.
3.Asset allocation chart is developed for complete portfolio analysis.
4.Investment in schemes of particular AMC is monitored for current valuation.
5.Comparison amid Absolute and Expected rate of return is possible.
The advantages to advisors for having wealth report features are:
1.Constant tracking for folio is possible and optimum returns are drawn even in highly volatile market.
2.Information of every investment is delivered to client with transparency for reliability.
3.Elaborated statement can be generated for in-depth enquiry.
Wealth E-office is not only potential to track entire wealth of client but also serves amenities in form of vivid services through online invest and financial planning. The advisors performing business operations via this software are ruling in the mutual fund market by delivering exceptional services to their client because the software is capable to deal with varieties of complexity and built with highly advance tech features. For more information, visit @- https://www.redvisiontech.com/
No comments:
Post a Comment