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REDVision Computer Technologies Pvt. Ltd. is a diversified IT solutions company offering world class B2B application services since 2006 to help organization exceed its technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance. We offers a mature and seasoned team for implementing ideas in real business. The team's exposure in software implementation, Product ranges starts from Wealth Management ERP system which is currently used by more than 340 CFPs and MF Advisors across 75 cities in India who are providing professional advisory services to 92000 satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the Indias largest Online wealth management software providers, other product ranges from financial website development, Financial tickers & Financial Planning software. With diverse implementation exposures, REDVision Technologies has good grasp over Financial Domain & Technologies and quality implementations are mandatory for us.
Products covered in Wealth Management System o Mutual Funds o Equity o Life Insurance ( All Companies) o General Insurance ( Includes Health & Vehicle ) o Post Office, Bank FD Report on SMS/Email Wealth
MF
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.
MF
Report
Expected Services
66% Customers are lost primarily due to indifference in Services 14% Customers are lost due to dissatisfaction 96% Customers dont complain they choose another advisor.
The customers whoWhat They Havent even imagined!!! feel poorly served will tell between 8 and 16 people about their negative experience. A WOW customer introduce you with at least 3 new customers. A new customer acquisition is ten times more expensive than to keep a current customer.
- Bain & Company Research
MF
MF
A Common Problem: At the time of transaction Advisor dont know about Joint holders, Bank account & other details, they have to call Account Statement again & again. Here is all information on a click
MF Know Fund Houses you promote, their profit / loss, Dividend paid or Reinvest, Current value & absolute returns.
Wealth Eoffice Uploads CAMS, Karvy, Sundaram, DWS and Franklin Templeton Transactions Automatically from Registrar on daily basis without any manual intervention.
Server
DWS
Franklin Templeton
Get Freedom from Daily Manual File Uploading, Give more time to Clients instead!!!
LI
Enter New Policy Get Due List For LI Policies Paid Premium details of Policies Update Or Delete Policies Entered Previously Get LI Transaction details of each client Get List For LI Holders
GI
Enter New Policy Get Due List For GI Policies Enter Policy Renewal details Update Or Delete Policies Entered Previously
FD
Enter New FD/Bond FD Maturity List View/Update Or Delete FD Details FD/ Bond Holder List
PO
Enter New PO Business Postal Maturity List View/Update Or Delete Postal Details Postal Investor List
EQ
Enter Bought Equity Details Enter Sold Equity Details E Equity Holding Report Equity Transaction Report Delete Equity Transaction
Step 1
Clarify Your Present Situation Step 6 Monitor and Review Step 2 Identify Goals and Objectives
Created with International practical Approach especially for Indian Clients. More focus on simplicity with comprehensiveness to address clients need. Consulted by Team of CFPs, CAs, MBAs, having combine Work Experience of more than 100 years. Huge plan storage capacity because you may review plan of a single client 100 times in next 10 years. Its Online: Access from anywhere any time, no geographical limitation.
Step 3
Unique 6 Methods for Life Insurance Need Calculation. Ample space to add products suggestions and recommendations in the plan. Retirement Corpus utilization table to make clients comprehend the post retirement cash flow scenario. Self Developed PERP Method to calculate exact amount of monthly pension at the time of retirement. PDF Conversion & storage facility.
Step 5
Implement Strategies
Save & Submit to Generate Tabs for Primary Financial Plan filling FP Data
Unique PERP Method to Calculate accurate Pension amount. Add more details
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Research Software is a storage area This sectionhas shown that Retirement hasis necessary very Goal Planning section choosing right asset with unlimited capacity important disclosures, you important Goal in Financial give a separate roadmap class has highest impact which can save all Financial can insert/edit/delete Planning, Client wants a foolof your each goal with on points FP Samurai Plans of clients from First yoursreturns,also. proof pension plan with cash Advisors gave each plan to u featured and of flow statement review end till the Recommendations, Goal recommendation panel there is life. can one click email You also Generate planning also includes which panel which will sending compare current Financial Planning Includes: Retirement Plan in PDF This Goal has Been asset well drafted email send anallocation with Format much pensionon the - Find how by clicking required PROTECTED Seal if tobuy/sell Action. attached your client with with the help insured by Client. Generate Final Report in goal is of PERP Method. Financial Plan in PDF the last of the page.Fund Contingency Goal Planning Includes Format.Arrangement a - Gives a corpus needed to form following retirement kitty. Goals:
- Child Education
Retirement Plan Storage Financial Planning With Important Disclosure Goal Plan Analysis Asset Allocation Post Retirement Cash Flow and Recommendations and Recommendations Recommendations
- Gives Complete retirement - Child Marriage contingency fund amount utilization cash flow that - Retirement Planning arrangement separate for will be near to zero at the end of life. - House & Car Planning
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Your Client investing Rs.100000 for daughters marriage & want to switch to Bond fund when the amount grow to Rs.200000 anytime in next 5 Years, How you will remind him. Automatic SMS & Email System 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.
Trigger by Achievement for a particular Many client didnt know that they have completed 3 Years in Tax Saving Funds (ELSS). investment
Do you remember Jan 2008 when your clients were getting huge profits but you couldnt book it.
Birthday & Anniversary Wish to Clients. Life Insurance policy Maturity Reminders. General Insurance Policy Renewal Reminders. FD/ PO/ Bond/ Debenture Maturity Reminders. Set Monthly Schedule of MF/ Wealth Report on SMS/Email.
Inform Your Clients at Speed of Light. Reduce business expenses & service time.
Online Reference System +5 +25 +125 + 625 You How You +5Work: 125 it will +25 + When your client Logout from eoffice You +5 +25 He Will be Asked Are you happy with our services? You + 5 Clients 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, his friend will get SMS: January April July Every Reference contact details will be stored in you December software.
Clients
Q: Is my data secure? A: Yes, the Linux server which is being used is SSL 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.
Contact Us
RED Vision Computer Technologies Pvt. Ltd. ( An ISO 9001:2008 Certified Company ) Registered Office: Bansi Trade Center LG-11, 581, M.G. Road, Indore 452001 (M.P) INDIA +91 731 40 26004 +91 731 32 28571 E-mail : query@redvisiontech.com Website : www.redvisiontech.com
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