The technical platform has capability to easily manage several branches efficiently and ensures constant monitoring for effective performance of entire firm. The Mutual fund software for distributors also helps in dealing with advance challenges that arrive in business. For more information, visit @- https://www.redvisiontech.com/
The realized gain is the actual amount of profit acquired on redemption of client’s funds within a particular duration or financial year. The Mutual fund software for IFA enables advisors to calculate the entire amount of gain delivered to the clients on their investment. For more information, visit @- https://www.redvisiontech.com/
The transactions are performed digitally in order to gain the most optimum returns while mitigating the risk of loss over invested funds. The Mutual fund software in India ensures uninterrupted transactions for effective circulation of funds in the market. For more information, visit @- https://www.redvisiontech.com/
The investment which was matured years before can even be accessed by advisors to know the rate of return. The Mutual fund software for distributors facilitates advisors in forming new strategy for investment which generates best returns. For more information, visit @- https://www.redvisiontech.com/
The facilitating report allows advisors to ascertain the inflow and outflow of funds made within a particular month based on which net flow is obtained. The Mutual fund software for IFA maintains balance between the sources and application of funds for better outputs. For more information, visit @- https://www.redvisiontech.com/
Through calculation of future returns forecasting is performed by the software that facilitates advisor in suggesting top schemes to investors. The Mutual fund software secures optimum returns while focusing on minimizing risk. For more information, visit @- https://www.redvisiontech.com/
The facility of login management helps advisors to allow access to clients for their portfolio through valid login credentials based on which investors can track the status of investment made with the help of Mutual fund software for distributors and also improves pattern of dealing. For more information, visit @- https://www.redvisiontech.com/
As the technical assistance helps advisors in attracting and dealing with more clients and performing several transactions the amount of income also increases for the advisors. The Mutual fund software for IFA ensures business improvement for a long term. For more information, visit @- https://www.redvisiontech.com/
The assessment of risk helps advisors in identifying the potential of investors to bear risk in the market which helps in determining investment plan for the clients. The Mutual fund software in India measures accurately the risk of clients to gain desired returns. For more information, visit @- https://www.redvisiontech.com/
The relevant facility helps in reminding advisors about the important dates related to investments maturity, premium due and also special days of client like birthdays and anniversaries. The Mutual fund software for IFA smoothen the relation amid the dealing parties. For more information, visit @- https://www.redvisiontech.com/
The access to transaction history is must and essential for advisors in order to track the status and performance of business which is done via Mutual fund software and eases the operations and activity of business while improving client satisfaction for long term. For more information, visit @- https://www.redvisiontech.com/
To reduce the risk from invested funds and to secure optimum returns the rebalance is essential for the portfolio of clients. The Mutual fund software for distributors manages effective ratio amid equity and debt for best utilization of funds. For more information, visit @- https://www.redvisiontech.com/
The software has potential to manage all clients portfolio effectively and delivering best services to each client with ignoring interest of anyone. The Mutual fund software for IFA has increased the capacity of advisors in dealing with numerous clients. For more information, visit @- https://www.redvisiontech.com/
Through the info graphic representation of reports depicting financial status of clients the advisors can easily perform risk analysis of investor’s profile. The Mutual fund software turns the complex operations of advisors into simpler actions which induce firm productivity. For more information, visit @- https://www.redvisiontech.com/
To keep alive the benefits of investment and ensure on time payment of SIP mandate facility is made available in the Mutual fund software for distributors and also to reduce work burden of parties the advisor avails the particular facility in the software. For more information, visit @- https://www.redvisiontech.com/
The assessment is done on the basis of income and expenses of investors and also the assets and liabilities held by the investors. The Mutual fund software for IFA develops most suitable plan for investors to reduce the risk and optimise the funds. For more information, visit @- https://www.redvisiontech.com/
The management and retention of existing clients along with attracting new clients is increased which results in more revenue for the firm within short span. The Mutual fund software is too cost effective for advisors which are one of the prominent reasons for success of advisors. For more information, visit @- https://www.redvisiontech.com/
The analysis of client is done in order to know the investment behaviour of different investors like conservative, moderate, and aggressive. The Mutual fund software for distributors forms a group for same pattern of investors to form similar strategy. For more information, visit @- https://www.redvisiontech.com/
The formation of investment goals makes the path clear and directs advisors to put all efforts in right direction for achieving desired returns. The Mutual fund software for IFA assists advisors in forming investment strategy as per the investment goals of investors. For more information, visit @- https://www.redvisiontech.com/
· Evaluation of Entire Wealth
The investment made in different segment is evaluated based on which overall gain or loss incurred upon the funds can be ascertained.
· Portfolio Asset Allocation
The vivid investment involved in the entire portfolio of client can be represented through chart for convenient understanding and attractive presentation.
· Absolute and Expected Return
The expected and absolute return over different segment of investment can be extracted from the section to draw clear picture of final results.
· Quick Sharing
The present status of client’s wealth and investment can be shared rapidly to aware about the progress of the invested funds within specific period of time.
· Diversified Investment
Based on the current investment and evaluation advisor can recommended client for diverting funds to ensure better returns at minimum risk.
· Equity and Debt Holding
The investment made under debt and equity can be bifurcate to draw a clear picture of risk held by client on present amount of investment. For more information, visit @- https://www.redvisiontech.com/
The inclusion of various facilities in the software enables advisor to deliver exceptional and advanced services to clients which form strong relations amid the parties. The Mutual fund software for distributors ensures that advisor interest should never be ignored. For more information, visit @- https://www.redvisiontech.com/
The recommendation for popular schemes to investors after deep research and revealing dividend history the advisor attracts sales for the firm. The Mutual fund software for IFA focuses on efficient operations of firm along with ensuring client satisfaction. For more information, visit @- https://www.redvisiontech.com/
· Digital KYC
An instant form of collecting necessary information of client required before investment through digital portal without involving physical presence in the process.
· Paperless documents
Scanned copy of documents to be submitted and digital signature of client is required for verification which makes the process fast and effective.
· Invitation to prospective customer
The prospective client can be invited through sharing a link which attracts the new investors and converts them into actual client.
· Instant Verification
Unlike the traditional process the verification of client is done instantly and less chances of rejection when submitted accurate details.
· Allows to Check Status
Advisor can check the status of KYC either completed or pending based on the same transactions of investment can be initiated.
· One Way Process
The process is user centric which means the investors can himself complete the process with in no time and get verified quickly. For more information, visit @- https://www.redvisiontech.com/
Online investment enables a platform for advisors to initiate transactions in mutual fund market on behalf of client through a digital platform regardless of your location and without face to face interaction.
Why Advisors need RedVision’s Online Investment Feature?
Of course advisors must start moving towards online investment as entire world is adopting modern form of investment because online investing is smart investing and making investment on behalf of clients is just a click away from advisors.
Problems Prior to Online Investment
Online Investment- A Solution for overcoming traditional method
What additional perks are available in Redvision’s Digital Transactions?
Invest online offers more features that makes you tech expert:
1.Online Transaction:
2.On Boarding Process:
3.Mandate Section:
4.Settings:
Impact of online investment on advisor’s business
With the changing scenarios and modern methods it is recommended for advisors to adopt the best method which makes the firm stand apart from the crowd and allows to set a benchmark in the industry for tough competition. A smart advisor always forecast the upcoming changes and upgrades to stay away from the section of obsolescence. For more information, visit @- https://www.redvisiontech.com/
