Our website http://redvisiontech.com fully based on how our mutual funds software, asset management software and portfolio management software can make financial advisor a successful financial service provider. We offer a mature and expert development team for implementing ideas in real business, today we proud on providing the most practical Mutual Funds software to Indian Mutual funds Advisors
This Mutual Funds software is very reliable and highly user friendly for Indian IFA. The most important part of the software is generating client based report is connected to SMS & Email gateway which keep the client up to date by periodical alerts.
REDVision Technology provides this Asset Management Software to financial planners, investment advisors, Share brokers, Insurance agents for tracking investments in different investment products belonging to different asset classes. The financial planner can better do financial planning task with inbuilt financial planning software.
Wealth Eoffice have various ready to use modules catering to needs of small and medium sized Wealth Advisory firms, as well as large corporate requiring a complete integrated solution for Investments in Mutual Funds, Life Insurance, Equity, Post office, FD, Gold/Silver & Real Estate.
Wealth Eoffice best option to manage your Financial Advisory business, with reliable technology partner and latest technology you can lead the financial services industry, compete the big players like national distributors and banks. The software listed here takes you through an extensive Asset management, financial planning, Financial Advisor’s CRM and provides meaningful and attractive reports so you can satisfy ever increasing client’s expectation.
Our Financial Planning software provides platform for easy modeling of the Retirement, Children Education, marriage, Insurance & Investment needs analysis with a full fledge 40 pages written financial plan. Financial software not only reduce the cost of advisory business but also reduce the services time, a financial advisor without any financial software take 3 days to send client’s account statement but a wealth eoffice user just take 3 seconds to email current account status.
Wealth eoffice as a multi asset management software helps insurance advisor at great extend by sending renewal alerts on Mobile and email, an insured family have many kinds of insurance plans such as health insurance, life insurance, accidental insurance and motor insurance, often many Indian family missed the timely premium payment which lead to them at big risk of uncertainty so these wealth eoffice alert system help financial advisor at great extend to send a automated alert before due dates.
With all these advance feature and large number of client base REDVision Technology is a leading financial software solution provider in the Asset management industry in India. Our multi asset management software is most popular as web based Mutual funds and Portfolio Management software for financial advisors, established in 2006; The Company has been promoted by highly techno financial Professionals dedicated to provide total IT solutions under one roof. It possesses not only the latest technology solutions but also the most familiar and experience hands to offer most user friendly wealth management software and India’s best online mutual funds software product, other products of REDVision Technologies ranges from financial website development, FP Samurai a financial planning software, financial tickers & Portfolio Management software. REDVision Technologies has good grasp over Financial Technologies and quality implementations of most practical feature in highest user friendly way.
Features:
‘Your Investors can view their family portfolio from anywhere in the world.
‘Simple and Easy to Use.
‘Reports available like Transaction, Valuation, Brokerage, Capital Gain Tax, and AUM.
‘Inbuild financial planning modules.
‘Manage all assets in one portfolio.
For more detail:
Company name: Redvision Technology
Email: [email protected]
Website: http://www.redvisiontech.com
Blog URL: http://redvisiontech.blogspot.in
Thu. Jul 3rd, 2025