Advisors need a wealth management software which is capable enough to support multiple asset classes and funds which you invest in.Using this you can easily capture business growth opportunities.Our mutual fund software assist you with hassle free reporting,fulfills client’s demand and supports new and multiple asset classes.For more information visit @-
The Live portfolio report of this Mutual Fund Software helps to optimize your existing portfolio performance.Using this report, you can aggregate all your portfolios and track performance from anywhere.It facilitates in calculating different portfolio returns as per the scheme including CAGR Value and Abs Return.For more information visit @-
The advisors today are challenged with low yields, a high degree of reporting demands and manual workarounds.To overcome this challenge, we developed Wealth E office - Mutual Fund Software for distributors which can enable better decision making , reduce manual workarounds and increase process efficiency.For more information visit @-
This Mutual Fund Software for distributors is equipped with a solution to create accurate and real-time data value across all your clients and firms.Thus ensuring trust and confidence in your data and related  reporting  internally and for you and your clients.For more information visit @-
A part of today’s requirement for IFA  is to have a robust back office system for easy reporting.Our Mutual Fund Software for distributors provides you with the complete back office solution, helping you to optimize your investment processes and managing your clientage in a very easy way.For more information visit @-
Your clients are investment ready once you onboard them.Using this Mutual Fund Software for distributors, you and your investors can seamlessly transact online with the Invest Online feature provided .All you need is to select your client and the transaction type like SIP purchase , Lumpsum purchase etc.For more information visit @-
In this Mutual Fund Software for distributors , we have provided you an option to add tags for your invested Funds.This can be viewed in the reports like Valuation report, Goal Planning report etc.For a particular invested fund , you can add tag to it and can link this with your goal After this you can generate Tag Wise report also.For more information visit @-
This Mutual Fund software provides an immersive wealth management tools that enables the investors and advisors to track and analyse their portfolio. This helps advisors to make custom reporting through charts and summary, performance of invested funds like absolute return and CAGR etc . All these features provides the way to improve the user experience for your investors.For more information visit @-
Now the world seems to be in hand all because of the smart phones.All are more enthusiast how they can utilize and reduce their time by handling important tasks using their smart phones only.Handling Advisory solutions with your mobile can ease you are your investors work .Using this Mutual Fund software , you can instantly access your Transactions from Android or IOS device .For more information visit @-
Wealth E office is equipped with interactive Financial tools like retirement planning, car planning, house planning , goal planning etc.which will help you for proper management of your finances.This tools makes easy to create and track goals.Using these calculators provided in this Mutual Fund software for distributors, you can work out where you are now, what you may need in the future and what you must do to reach your goals.For more information visit @-
We provide a comprehensive solutions so that our robo-advice clients can focus on their business ideas, select advisable model portfolio and map the client’s requirement.The Robo Advisory platform by Redvision Mutual Fund software provider is a highly automated single platform for running your robo advisor business.For more information visit @-
The main focus of wealth management firms today is to fulfill the investors need or provide simplicity, able to meet their financial goals and consolidated management of assets.This Mutual Fund software for distributors is the only provider that owns and integrates robust technology to help you improve service to your clients and streamline their experience with your firm .For more information visit @-
Providing online experience to your client is not so feasible as many of the investors of all ages are using mobile apps to access their financial information.This Mutual Fund software for IFA has a client portal that can provide your firm with cutting edge technology ,thus attracts and retains your clients for today and tomorrow.Redvision’s Mobile App is also the advanced option to amaze your clients and prospects.For more information visit @-
Our Mutual Fund software is well equipped with adaptable platform that makes it easy to build new processes and eliminate the old one, enabling you to continuously improve your investment management workflow.This MF software for distributors streamline your desired workflows with user friendly interfaces with alerts and notification facilities.For more information visit @-
This Mutual Fund software for distributors provides an online platform supports financial transactions such as: Purchase (NFOs, fresh purchase, additional subscription),Redemptions .Systematic Transactions - SIP, STP, SWP .It provides you and your investor a seamless experience of buying mutual funds online.For more information visit @-
We have designed model portfolio report in this Mutual Fund software for IFA to automate the management of model portfolios, which can eliminate manual steps and human error and increase investment strategy options for your clients and your firm's capacity to grow its managed account business and develop more precise investment strategies.For more information visit @-
You can make categories and add your recommended funds into it using this Mutual Fund software for IFA .Build up investment strategies for your clients through through these fund categories in a very simple way.For more information visit @-
We have made an easy reporting and tracking technique all in your hands using mobile App.You will get a real time analysis for mutual funds investment and life insurances is here in this mutual fund software mobile app which help IFA and investor to gather, analyse and comprehend data easily.For more information visit @-
This Mutual Fund software for IFA is an innovative suite of fully integrated financial tools and calculators.Our calculators help your customers plan their finances and differentiate your business by making hard decisions in a very easy way.For more information visit @-
Wealth e office simplifies your goal planning process which will ultimately help you to illustrate your client that when will he achieve his goal and how to achieve that.This Mutual Fund software provides you with the same confidence, clarity, and convenience that your clients want.For more information visit @-