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 @-
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 @-
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 @-
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 @-
Using this Mutual Fund software for IFA , we can aggregate all your portfolios and track performance from anywhere.And can also optimize your positions and evaluate performance across multiple assets like Equities, Commodities, Mutual Fund, Real Estate, FD/Bonds and Life/General Insurance.For more information visit @-
Rest assured that if any problems occurs in this Mutual Fund software will be handled quickly and dutifully by our team best positioned to fix and troubleshoot your issues and difficulties.We are having a support panel so that you can easily assign ticket and track the same.For more information visit @-
With this Mutual Fund software for distributors you can generate fund fact sheets.This will help you understand and compare the performance of your fund against its peer group.You will get to know where your fund stands out in a crowded field.For more information visit @-
What strategies meet by a distributor to an investor life for mutual fund investment, the same is this mutual fund software does for IFA.The technologically robust mutual fund software is all a mutual fund advisor needs to get relief from his professional worries that revolve around his brain almost all the hours.For more information visit @-
In this Mutual Fund software for IFA , you can easily generate business opportunities using Grow your Business report.You can generate all the essential key features like Non SIP Business, Non ELSS report and Non MIP report which will ultimately let you grow your business.For more information visit @-
Transaction monitoring is essential for advisors to track down the completed,pending or failed transactions.With this Mutual Fund software you can see the list of all your transactions across the client base at one place in the Transaction log report.For more information visit @-
You can a get a customized monthly MIS report in this Mutual Fund software for distributors using which you can easily manage your monthly inflow/outflow.You can generate list of SIP purchases, Redemptions, Switch out and STP out.For more information visit @-
Creating model portfolios allows advisors to focus their research and due diligence process on a narrower range of investments .This Mutual Fund software is accomplished by all-in-one core portfolios built with funds across a range of outcomes - seeking long-term growth to capital preservation .For more information visit @-