Wednesday 31 March 2021

Thursday 11 March 2021

Does Advisors via Mutual Fund Software for Distributors can Track Business Status?

 

Effective performance of the business is not only determined on the basis of the high number of transactions until the performance can be tracked. The facility of tracking presents the actual status of the results obtained through the operations of the firm. Also, it assists advisors in taking right action and to move in desired direction in order to achieve expected output.

REDVision Technologies fulfils every need of the advisors through Mutual Fund Software for Distributors which makes the business process quick. Most of the advisors are effectively running business through the platform.

Features

  • Close monitoring on firms operations.
  • Improves efficiency of the entire business.
  • Smooth management of client’s funds.
  • No errors in transactions record.
  • Instant access to business information.

Issues in lack of software

  • No proper tracking platform.
  • No comparison between planned performance and actual one.
  • Lack of strategy for desired results.
  • No effective business planning.

The advisors using the technology are much more ahead of the competitors and securing major percentage of market. The platform also improves the productivity of the business within less time and generates higher results on the funds of the clients. It also reduces the cost of the firm and effectively manages entire firm’s operations.

For more information, visit @-https://www.redvisiontech.com/

Monday 8 March 2021

Why Lack of Mutual Fund Software Fails Advisors Strategy?

 

Formulation of strategy decides the returns that will be generated on the portfolio of the investors but a plan not backed with strong research can lead to unfavorable output and also might turn the invested funds into loss. The simple reason is because of not having a technology that can prepare accurate strategy in behalf of advisors.

The Mutual Fund Software supports advisors strategy which allows them in generating high returns on the funds of the investors. REDVision Technologies have achieved milestone in developing best financial software that simplifies advisors operations.


Benefits

  • Accurate future centered strategy.
  • Low risk of loss even in volatile market.
  • Strategy based on risk profile and assessment.
  • Presents financial health status of investors.
  • Improves productivity of funds.

 Problems in Absence

  • Poor investment strategy leads to heavy loss.
  • No tracking and monitoring of funds.
  • Estimating future value of funds is typical.
  • No calculation of financial ratios.

The advisors need to adapt technology that grows and advance business and it even improves relation of advisors and investors and enhances satisfaction between the parties. It even solves every issue of the advisors that occurs in the business and improves operational ability of the advisors. Without technical assistance the advisors finds it complex to deal with the issues of the business and solving the future problems.

For more information, visit @-https://www.redvisiontech.com/

Saturday 6 March 2021

Tuesday 2 March 2021

Here’s why Mutual Fund Software is Getting Popularity Among Advisors?

 

Every industry has separate method of operating business through same sort of tools and technology that shows the output, likewise in mutual fund business advisors use financial software to operate their business which assists them in regulating the entire business through the technology.  The reason behind the popularity of Mutual Fund Software is due to its vivid features which grows the performance of the business.

REDVision Technologies is the trusted name for providing wealth management solution to the advisors dealing in the investment market. The company focuses on providing maximum benefit to the advisors.

Features

  • Capable to manage back end operation.
  • Quick and easy management of multiple investors.
  • Instant investment and redemption option.
  • Simplified formation of portfolio reports.
  • Multiple calculators according to the goals of clients.

Challenges to advisors

  • Data management of clients.
  • Providing services to all clients at a time.
  • Estimating future returns with accuracy.
  • Managing operational cost of firm.

Advisors with the updated and latest tools and resources capture more clients in the market in comparison of those who stay stick towards traditional one. Thus advisors need to have the technology that helps them in moving forward.  

For more information, visit @-https://www.redvisiontech.com/