Wealth eoffice corporate is a Corporate mutual funds software/ Wealth management software / investment management software/ asset software/ wealth eoffice for Corporate Network distributors.

1. Wealth e-office A Online Wealth Management Platform Technology Secret of successful Financial Distribution networks Brought to you by:

2. About REDVision Technologies Corporate Admin Desk Advisor Wealth Management System Corporate Website

3. REDVision Technologies is a diversified IT solutions company offering world class B2B & B2C application services since 2006 to help organization/client exceed its technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development, Application Development and Maintenance. REDVision Technologies offers a mature and seasoned team for implementing your ideas in real business. The team's exposure in software implementation, Product ranges from Mutual Fund/Wealth Management ERP system which is currently used by more than 1000 satisfied users, Colleges Management ERP & Stand alone applications, Pharma company management ERP system and many more. With diverse implementation exposures, REDVision Technologies has good grasp over technology and quality implementations are mandatory for us.

4. REDVision Flagship Product Range

5. Multi Assets Corporate Distributor Model Wealth eoffice Mutual Fund Equity/Stocks Life Insurance General Insurance Health Insurance Bank FD Bonds KVP PPF MIS Post Office RBI Relief Bonds NSC

6. Head Office Login Desk Layer I Direct Clients Login RM Login Sub-Brokers Login Layer II Clients Login SB’s Clients Login Layer III

8. Create Sub-Broker/RM/Client login desk

9. Family Creation/Updation Panel

10. Uploading CAMS/KARVY Registrar Files

11. Merge Clients & Map Sub-Broker

12. Sub-Broker & Client hits Counter

13. View MF AUM by Fund/Scheme wise

14. Monitor RM/SB Performance

15. MF Inward & Outward Transaction

16. SIP Inside Reports

17. Folio Master Reports

18. Consolidated Wealth Valuation Report

19. LI & GI premium due calendar

20. Profit Booking Alert Management System

21. LI,GI & FD maturity Calendar

22. Client’s Portfolio in profit/Loss

23. Bulk SMS Sending Panel

24. Overall business statics

25. Family Wise MF Exposure Report

26. Automatic NAV Updation

27. Integration on Company’s Website*

28. Most Simple & Easy to Use ReportsLets Look Some Utilities and Reports.

29. Allot Broker/Employee Codes Add New Broker/ Sub-Broker/ RM Date of Joining Bank Details

31. Unique Wealth Management Model keeps you ahead of competition.

32. Billing System & Fee based model increase your earnings.

33. Multiple products in a single portfolio, makes you a true ‘Wealth Manager’.

34. This software have capacity to handle AUM of Rs.3000 Cr & more than1 Lakh Clients.

35. Each client gets separate wealth account login to check net worth online.

36. SMS Current Valuation, Premium due, FD maturity, Birthday & Anniversary to Client.

38. Life Insurance ( All Companies)

39. General Insurance ( Includes Health & Vehicle )

40. Post Office, Bank FD

41. Bonds and Debenture

42. NSC, KVP

43. PPF, MIS, RBI Relief BondsWealth Report on SMS

45. You know when these products are getting mature

46. With the help of this information you can suggest better alternative you offer.Business Logic:- More Cross Sell = Bigger Market Share

47. Family Wealth Report Family Member’s Portfolio When you click on Show User Friendly Reports Navigation Family Wealth Report is one view wealth summary of every member in a family, its shows the individual portfolio details when you click on show button.

48. SIP Report MF Customer Satisfaction Determines Business Success Customer Expectations are Normally Not Very High BUT…Your Job is to Surprise Them Customer’s “WOW” Level is Doing What They Haven’t even imagined!!! Customer Satisfaction Perceived Services Expected Services Some Fact about Customer Behavior 66% Customers are lost primarily due to indifference in Services 14% Customers are lost due to dissatisfaction 96% Customers don’t complain… they choose another advisor. The customers who feel poorly served will tell between 8 and 16 people about their negative experience. A WOW customer introduce you with at least 3 new customer A new customer acquisition ten times more expensive than to keep a current customer. - Bain & Company Research

49. Mutual Fund Transaction Report: Know Your each Transaction MF

50. Folio Master: Get Instant Folio Information A Common Problem: At the time of transaction Advisor don’t know about Joint holders, Bank account & other details, they have to call Account Statement again & again. Here is all information on a click MF

51. Along with your total AUM, Know client’s portfolio is in profit / loss, Dividend paid or Reinvest, Current value & absolute returns MF

52. Know Schemes you advised, their profit / loss, Dividend paid or Reinvest, Current value & absolute returns. MF

53. Know Fund Houses you promote, their profit / loss, Dividend paid or Reinvest, Current value & absolute returns. MF

54. Life Insurance Policy Holding Report LI

55. Insurance Due List LI

56. Paid Premium Record Panel LI

57. General Insurance Policy Holding Report GI

58. Renew GI Policy Panel GI

59. Fixed Deposit Investment Report FD

60. Post Office Investment Report PO

61. Post Office Maturity List PO

62. Data Management Direct Upload from Registrar (CAMS, Karvy & Templeton) mail back files for Mutual Fund. Auto-creation of SIP/STP/SWP transactions from their masters. No entry required in MF. See uploading panel, Click image>> The date of last time transaction & NAV file uploaded will be mentioned on wizard. Facility of Entering data of Life & Non Life Insurance, Bank FD, Debenture etc. << See Insurance data entry form

63. What will happen when… Your Client investing Rs.100000 for daughter’s marriage & want to switch to Bond fund when the amount grow to Rs.200000 anytime in next 5 Years, How you will remind him. Your client want to redeem money when he will get profit of 20%. Your client want you to remind him when the NAV of a fund reach to Rs.15. Many client didn’t know that they have completed 3 Years in Tax Saving Funds (ELSS). Do you remember Jan 2008 when your clients were getting huge profits but you couldn’t book it. Set Triggers/ Alerts on SMS Trigger by Achievement for a particular investment Set Target Date Trigger Set Profit Booking Trigger Set NAV Target Trigger

65. General Insurance Policy Renewal Reminders

66. FD/ PO/ Bond/ Debenture Maturity Reminders

67. Life Insurance Pay Premium Reminder

68. Set Monthly Schedule of MF/ Wealth Report on SMS/Email Inform Your Clients at Speed of Light. Reduce business expenses & service time. “You have to do Competition, only when you are similar to others” Other Reminders on SMS & Email

69. Bulk SMS Console Send Hundreds of SMS on Single Click Sent SMS Report Know the Clients whom SMS Sent

70. Get New Customers, Without Any Hard Work Coming Soon in eoffice Online Reference System How it will Work: Every Time when client ‘Logout’ from eoffice He Will be Asked “Are you happy with our services?” There will be 3 Options “Yes” or “No” or “Close”. If Client Click “No”, then he will reach to Feedback. If Client Click “Yes”, then these text will appear “The Best Way to Thank Your ‘Wealth Manager’ is provide 5 references” Your Client Will type Name of his friends & mobile numbers in the given fields & Click ‘Send’ You +5 +25 +125 + 625 You +5 +25 + 125 You +5 +25 You +5 Clients January April July December

71. Virtual Appointment Manager Coming Soon in eoffice VirtualAppointment Manager: You can set appointment Date, Time & Client Name. Wealth eoffice will Remind You Via SMS Before the Appointment Time. “If There’s Any Delay, it’s you who Pay!.”

73. Flexibility to decide your own Fees.

74. Module for defining the fees.

75. Calculation of the Fees.

76. Billing utility where bills would be uploaded.

77. Bills Printing Utility.

78. MIS / Income Reports.You Can Charge your Clients in Following Ways. 1) Up Front Fees Calculation. 2) One Time Fixed Charges. 2) Wealth Account Charges. 3) Per Transaction Charges. ( Like Change of Address /Bank, Statements & Other Transactions).

80. You Can Offer This Facility From Your Own Website.

81. Thousands of People Search Internet for Buying MF Online.

82. Any One Can be Your Client, you can Target NRIs or Corporate Employees.

83. You Can Offer This Facility FREE of Cost, As You Might Aware Other Online MF Distributor/ National Distributors ask to Open Account with Registration Fees.

84. Your USP Will be the Wealth Account Facility to Online Clients.*There are Extra Charges for Website Designing. You Have Option to Buy Wealth eoffice Without Website.

85. Frequently Ask Questions (FAQ) Q: Is my data secure? A: Yes, the Linux server which is being used is highly secure & Certified by Cyber Security Companies like: With these certification the Data is more secure even more then your PC. Q: How I will Get After Sales Support? A: Wealth eoffice is 100% Web based System, Queries Execute Directly From Server, So most of the time client will not have any problem but in case if Client have any Problem it Can be Rectify Without Any Physical Visit. Q: I work from office as well as from home, can I work from both places? A: Wealth eoffice gives you freedom to work from any part of the world, the only thing which is required is a system with internet.

86. The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it. - Michelangelo

87. Contact Us REDVision Technologies. Office: Bansi Trade Center LG-11, 581, M.G. Road, Indore 452001 (M.P) INDIA +91 930 29 80808 +91 932 93 90909 E-mail : query@redvisiontech.com Website : www.redvisiontech.com

88. Thank You

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