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Wealth Management Software / mutual fund software PowerPoint PPT Presentation

About Wealth E-Office 2.0.1.1/n Wealth E-Office 2.0.1.1 is a well known software tool among Wealth Management Firm and IFAs. 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/n /nSpecialty of the software./n 1. Only Software in India builds according to current No Entry Load scenario./n2. Fee based model increase your earnings & technology keeps you ahead of competition./n3. All financial products in a single portfolio, helps you to become a true "Wealth Manager"./n4. This software has capacity to handle your AUM of Rs.3000 Cr & 1 Lakh plus Clients./n5. Each client gets separate account login to check net worth online./n6. Automatic SMS Alerts to client, it can be set by you and Clients./n7. 100% online, you can access from anywhere, any time.

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Wealth Management Software / mutual fund software

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Wealth e-office

A Online Wealth Management Platform For Financial Advisors

DEMO PRESENTATION

Brought to you by:


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  • Who want to become “Wealth Manager”.

  • Who want earnings after “No Entry Load”.

  • Who want to reduce business expenses & service time.

  • Who want online MF buying by their own Website.

  • Who want a perfect billing system to charge their clients.

  • Who want new customers, bigger market share & less competition.

    If you want above all, Read on…


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About REDVision Technologies

Wealth Management System

Fees Billing System

Online MF Buying Website


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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.


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REDVision Product Range


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eoffice Sample Reports

Wealth eoffice

Mutual Funds

Life Insurance

General Insurance

Health Insurance

Bank FD

Bonds

KVP

PPF

MIS

Post Office

RBI Relief Bonds

NSC


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eoffice overview


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  • Why REDVision eoffice?

  • First Software in India builds according to ‘No Entry Load’ scenario.

  • Unique Wealth Management Model keeps you ahead of competition.

  • Billing System & Fee based model increase your earnings.

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

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

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

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

  • 100% web based, Freedom to access your eoffice from anywhere in the world.


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Individual Wealth Report


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  • Products covered in Wealth Management System

  • Mutual Funds

  • Life Insurance ( All Companies)

  • General Insurance ( Includes Health & Vehicle )

  • Post Office, Bank FD

  • Bonds and Debenture

  • NSC, KVP

  • PPF, MIS, RBI Relief Bonds


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Extended Wealth Report

MF


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  • Strategic Advantage of eoffice.

  • Information = Money

  • Now you know:-

  • How much Bank FD, KVP, Bonds, PO, LI, GI, MF, Health Insurance client have from other Advisors.

  • You know when these products are getting mature

  • With the help of this information you can suggest better alternative you offer.

  • Business Logic:-

  • More Cross Sell = Bigger Market Share


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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.


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MF


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Mutual Fund Transaction Report: Know Your each Transaction

MF


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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


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

MF


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

MF


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

MF


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Life Insurance Policy Holding Report

LI


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Insurance Due List

LI


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Paid Premium Record Panel

LI


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General Insurance Policy Holding Report

GI


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Renew GI Policy Panel

GI


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Fixed Deposit Investment Report

FD


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Post Office Investment Report

PO


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Post Office Maturity List

PO


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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


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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


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Other Reminders on SMS & Email

  • Life Insurance policy Maturity Reminders

  • General Insurance Policy Renewal Reminders

  • FD/ PO/ Bond/ Debenture Maturity Reminders

  • Life Insurance Pay Premium Reminder

  • 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”


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Bulk SMS Console

Send Hundreds of SMS on Single Click

Sent SMS Report

Know the Clients whom SMS Sent


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Get New Customers, Without Any Hard Work

Coming Soon in eoffice

You +5 +25 +125 + 625

You +5 +25 + 125

You +5 +25

You +5

Clients

January

April

July

December


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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’

His Friend will get SMS in which he recommend you!!!


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Virtual Appointment Manager

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!.”


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Fees Billing System

  • Replace Your Earnings After ‘No Entry Load’.

  • Flexibility to decide your own Fees.

  • Module for defining the fees.

  • Calculation of the Fees.

  • Billing utility where bills would be uploaded.

  • Bills Printing Utility.

  • 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).


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Fees Billing System

Coming Soon in eoffice


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Online MF Transaction by Your Own Website*

  • Why You Must Have Online

  • Online Mutual Fund Transaction is the Future of this Industry.

  • You Can Offer This Facility From Your Own Website.

  • Thousands of People Search Internet for Buying MF Online.

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

  • 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.

  • 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.


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Frequently Ask Questions (FAQ)

Q: I Am Sub-Broker of National Distributor, What is My Advantage in Buying eoffice?

A: After Buying eoffice You Will Work For ‘YOURSELF’ as a ‘WEALTH MANAGER’ With Your ‘IDENTITY’ without ‘DEPENDANCY’ on Third Party.

‘YOURSELF’: After Entry Load Abolishment the Major Source Of Income is Trail, AMCs Providing Trail from 0.50% to 0.75% depending on Your AUM, While Major NDs Providing on an Average 0.30% Trail, Which Means if You Have AUM of Rs.1 Cr with NDs, You are Getting Rs.45000 less Brokerage Every Year.

‘WEALTH MANAGER’: Sub-Brokers who are working for NDs are pressurised to selling those products in which ND have more benefits, a true Wealth Manager offer those product in which Clients have more benefits, that’s why Advisors working independently are more successful & having bigger AUM in long term.

‘IDENTITY’: What would Happen If Mr. J P Morgan & Sir John Templeton were Sub-Brokers of any ND? If You Have AUM of Rs.100 Crores with NDs then also Nobody Know You, When Account Statement Reach to Investor Whose Name Printed on Broker/Advisor Place. In every business Identity is one of the biggest asset.

‘DEPENDANCY’: For Every Services like Account Statement, Brokerage, Flow of Information You are Dependent on ND’s Employee, It Increase the Chain Which Results in Increase Service Time & reduce Customer Satisfaction.

Wealth eoffice offers greater flexibility with economy to wealth manager who want to establish their own brand name.


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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


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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 : [email protected]

Website : www.redvisiontech.com


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Thank You


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DISCLAIMER

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.


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