- FREE FINANCIAL SOFTWARE AND WEALTH MANAGEMENT FOR DESK TOP MANUAL
- FREE FINANCIAL SOFTWARE AND WEALTH MANAGEMENT FOR DESK TOP ISO
- FREE FINANCIAL SOFTWARE AND WEALTH MANAGEMENT FOR DESK TOP PROFESSIONAL
- FREE FINANCIAL SOFTWARE AND WEALTH MANAGEMENT FOR DESK TOP FREE
FREE FINANCIAL SOFTWARE AND WEALTH MANAGEMENT FOR DESK TOP MANUAL
Wealth Eoffice Uploads CAMS, Karvy, Sundaram, DWS and Franklin Templeton Transactions Automatically from Registrar on daily basis without any manual intervention. MF Know Fund Houses you promote, their profit / loss, Dividend paid or Reinvest, Current value & absolute returns. Mutual Fund Transaction Report: Know Your each Transactionįolio Master: Get Instant Folio InformationĪ 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. A new customer acquisition is ten times more expensive than to keep a current customer.- Bain & Company Research
A WOW customer introduce you with at least 3 new customers. The customers whoWhat They Havent even imagined!!! feel poorly served will tell between 8 and 16 people about their negative experience. Business Logic:-įamily 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.Ĭustomer Satisfaction Determines Business SuccessCustomer Satisfaction Perceived SIP ServicesĬustomer Expectations Some Fact about Customer BehaviorĦ6% Customers are lost primarily due to indifference in Services 14% Customers are lost due to dissatisfaction 96% Customers dont complain they choose another advisor. You know when these products are getting mature With the help of this information you can suggest better alternative you offer. Information = OpportunityNow you know: How much Bank FD, KVP, Bonds, PO, LI, GI, MF, Equity, Health Insurance client have from other Advisors. O Bonds and Debentureo NSC, KVP, PPF, MIS, RBI Relief Bonds 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 100% web based, Freedom to access your eoffice from anywhere in the world. Auto SMS/Email Funds Valuation, Insurance, FD & Postal Maturity & Birthday to Client. Each client gets separate wealth account login to check net worth online. This software have capacity to handle AUM of Rs.3000 Cr & more than1 Lakh Clients. Multiple products in a single portfolio, makes you a true Wealth Manager. Ideal for Fee based Advisory model to increase earnings. Wealth Management with Financial Planning Model keeps you ahead of competition. Why REDVision eoffice? First Software in India builds according to No Entry Load scenario. Wealth Eoffice Wealth Management Softwareįinancial Tickers Tools & Calculators for Website With diverse implementation exposures, REDVision Technologies has good grasp over Financial Domain & Technologies and quality implementations are mandatory for us.
FREE FINANCIAL SOFTWARE AND WEALTH MANAGEMENT FOR DESK TOP PROFESSIONAL
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. We offers a mature and seasoned team for implementing ideas in real business. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance. is a diversified IT solutions company offering world class B2B application services since 2006 to help organization exceed its technological expectations in India & Abroad.
FREE FINANCIAL SOFTWARE AND WEALTH MANAGEMENT FOR DESK TOP FREE
get free demo, visit us at Text of Financial Planning and wealth management software, Wealth Eoffice Demo PresentationĪbout REDVision Computer Technologies Pvt. Please find attached Presentation for the same.
FREE FINANCIAL SOFTWARE AND WEALTH MANAGEMENT FOR DESK TOP ISO
Wealth eoffice is a one of the popular wealth management web based Software for financial planners & Wealth management Institutions, having more than 72000 online portfolio users, developed by ISO 9001:2008 Certified Company under advisory/consultation of Wealth managers/ CFPs/ CAs/Financial Advisors having combine work experience of more than 100 years.
Wealth eoffice, it’s a online wealth management platform user by more than 340 MF Distributors across India.
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