Every individual\'s life Budgeting and money management is important task and to maintain life\'s money management their financial professsional and they give advice through finanacial planning software and Financial planning software and this software is integrated for financial professionals so that they give advice to thier clients for right financial management in investment,retirement,asset\'s and medical management etc and soon.
Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.
A Online Goal Tracking Software For Financial Advisor & Investors
Reason # 1
Start Building Best Quality AUM with Goal GPS.
“The Quality of AUM is Depend on how you sell the Funds.”
If you Sell the Funds by
just showing market returns,
it’s the worst Quality AUM…
The best Quality of AUM is when the investments are linked with life’s most Important GOALs, you can do it with Goal GPS by following 3 easy steps.
Reason # 2
Goal GPS is Guarantee to Generate New Business
Goal GPS is a tool for Mass, fit for 99% of your clients. The more investors went through the Goal GPS the more additional investment opportunity you generate.
Goal GPS Generate consolidated “Business Opportunity Report” for perfect management of prospective business inflow.
Reason # 3
It change investor’s mindset, Convert Return oriented Investors to Goal Oriented Investors.
when market falls, Goal GPS Generate requirement for addition investments to achieve the Goal instead of showing loss to panic investors.
So, next time when market fall get ready for more business .
Define goals with priority ranking and fix photo of family member.
How Goal GPS Works?
Click Button To View Sample
Goal GPS Report
How Goal GPS Works?
This report give consolidated view of all investments committed by Investors to achieve the goal with complete management of entries.
The REDVISION team is an epitome of entrepreneurship. Being customer centric and professional in their approach is their core strength. They are open to ideas and ensure that ideas do not remain as ideas and are executed quickly.Shifali SatsangeeFounder & CEO Funds Ve'daa
RED Vision Computer Technologies Pvt. Ltd.
( An ISO 9001:2008 Certified Company )
4th Floor, A-Wing,
Twin Star Building,
Indore 452001 (M.P) INDIA
Call 4 Demo : 930 19 70707
Landline : +91 731 40 26004
Whatsapp only : 982 78 99022
E-mail : [email protected]
Website : www.redvisiontech.com
This Presentation is intellectual property of Red Vision Technologies. The text of this presentation may contain information, which is proprietary and/or confidential or privileged in nature belonging to Red Vision Technologies. The authorized recipient of this presentation are not allowed to forward/distribute it by any medium without approval/ permission of Red Vision Technologies authorized person. The recipient if not the addressee should not use this presentation if erroneously received and access to this presentation by anyone other than the addressee is unauthorized. The recipient if not the intended addressee should delete the message. The recipient acknowledges that Red Vision Technologies may be unable to exercise control or ensure or guarantee the integrity of the text of the presentation and the text is not warranted as to completeness and accuracy and is subject to change without notice.