What details are required to complete a financial plan in this mutual fund software ?

The very first step that is required is to add complete data of clients in the FP section of this mutual fund software including his personal and family details, Goal details, Risk Profile and Income/Expense details. This facilitates a complete understanding of the financial status of the clients so as to assist advisors for superior advice. For more information visit @- https://www.redvisiontech.com/

How to upload MF data feeds and mail-back files with this mutual fund software ?

There is a comprehensive back-office system integrated within this mutual fund software allowing a wide range of data feed files to be uploaded. Bulk upload of mail back files from all the four RTA’s namely Cams , Karvy , Franklin and Sundaram is also possible in this system. For more information visit @- https://my-eoffice.com/mutual-fund-software.html 

How this mutual fund software for IFA provides goal-based reminders ?

We provided a dedicated CRM module for alerts and reminders for SIP due, renewal or expiry etc. Along with this feature, clients will also receive goal-based reminders through this mutual fund software for IFA to suggest clients start their SIP that is linked with the goals. For more information visit @- https://www.redvisiontech.com/

How to save time with interlinking of sales pipeline in this mutual fund software ?

There are many processes that are equally important for advisors other than just transactions and reporting. Keeping track on critical tasks and action plan of the team is also necessary. For that matter, sales pipeline are interlinked in this mutual fund software to give control over the action plans for client conversion. For more information visit @- https://www.redvisiontech.com/

What is this mutual fund software for distributors all about ?

We built a platform with the latest technology stack which is faster and more scalable allowing integration of multi-asset. Advisors can run their advisory business having this mutual fund software for distributors overcoming the challenges with the advanced reporting features and tools like FP and Goal GPS module. For more information visit @- https://www.redvisiontech.com/

How can a person be eligible for online transactions via this mutual fund software for IFA ?

The very important factor for a person to be eligible for making online transactions via this mutual fund software for IFA is that he/she should be able to KYC Compliant. The KYC status of an individual should be verified with proper In-person verification and proper documents. For more information visit @- https://www.redvisiontech.com/

What is the significance of due diligence report provided in this mutual fund software ?

The AUM, Commissions etc are the criteria which are considered for ARN holders and distributors when SEBI conducts Due Diligence. So this report holds a significance in this mutual fund software and is essential to check out certain statistics in accordance with the advisory business. For more information visit @- https://www.redvisiontech.com/