Mutual Fund/ Wealth Management Multi Asset tracking Software
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It is a complete Wealth Management support system integrating all Products like Mutual Fund, Life Insurance, General Insurance, Post Office, Fixed Deposit, KVP, RBI Bond in a single portfolio, the good part in the software is every client based report is connected to SMS gateway which keep the client up to date by regular alerts. The Software is 100% web based, it give you and your client the freedom to access the system from any part of the world. To provide a paperless and fully centrally investment management environment for IFA and his/her clients is the vision with which Wealth E-Office 2.0.1.1 is been made
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Mutual Fund/ Wealth Management Multi Asset tracking Software
- 1. Brought to you by:
- 3. Wealth Management System Fees Billing System Online MF Buying Website About REDVision Technologies
- 4. 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.
- 6. Mutual Funds Life Insurance General Insurance Health Insurance Bank FD Bonds KVP PPF MIS Post Office RBI Relief Bonds NSC Wealth eoffice e office Sample Reports
- 10. When you click on Show 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. User Friendly Reports Navigation Family Wealth Report Family Member’s Portfolio
- 12. MF
- 13. MF
- 14. MF
- 15. MF
- 16. MF
- 17. LI
- 18. LI Insurance Due List
- 19. LI Paid Premium Record Panel
- 20. GI General Insurance Policy Holding Report
- 21. GI Renew GI Policy Panel
- 22. FD Fixed Deposit Investment Report
- 23. PO Post Office Investment Report
- 24. PO Post Office Maturity List
- 28. Bulk SMS Console Send Hundreds of SMS on Single Click Sent SMS Report Know the Clients whom SMS Sent
- 29. January April July December You +5 You +5 +25 You +5 +25 + 125 You +5 +25 +125 + 625 Clients 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’ Coming Soon in eoffice Get New Customers, Without Any Hard Work
- 30. Coming Soon in eoffice Virtual Appointment 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!.” Virtual Appointment Manager
- 35. - Michelangelo
- 36. 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 : [email_address] Website : www.redvisiontech.com Contact Us