Skip this Video
Download Presentation
Financial planning software are management in investment

Loading in 2 Seconds...

play fullscreen
1 / 17

Financial planning software are management in investment - PowerPoint PPT Presentation

  • Uploaded on

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.

I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
Download Presentation

PowerPoint Slideshow about 'Financial planning software are management in investment' - RedVisiontech

An Image/Link below is provided (as is) to download presentation

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.

- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

A Online Goal Tracking Software For Financial Advisor & Investors

Why Goal GPS?

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.

Why Goal GPS?

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.

Why Goal GPS?

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 .

How Goal GPS Works?

Step 1

Define goals with priority ranking and fix photo of family member.

How Goal GPS Works?

Step 2

  • Allocate Investments with Goals with flexibility of partial allocation.
  • Generate Future Projection of investments.
  • In Case of Shortfall, plan additional investments.
  • Set SMS & Email Reminder alerts for investment meeting to client before 7 days, 3 days & on meeting day.
How Goal GPS Works?

Step 3

  • Generate report in HTML, PDF & Word.
  • Can send PDF attachments on Clients Email on a single click.
  • Investor can track report on web login and on mobile app.
  • Advisor can schedule Email update on Weekly, Fortnightly, Monthly & Quarterly basis.
Step 3

How Goal GPS Works?

Page 1

  • Goal Summary report with investor’s age at the time of goal execution.
  • Graphical view of Age wise goal time line.
How Goal GPS Works?

Step 3

Page 2

  • Summarized view of mapped investments with shortfall.
  • Strategy to meet shortfall of goals to view planned investment and also the investments which still due to plan.
How Goal GPS Works?

Step 3

Page 3

  • Graphical presentation of Future values of Goal, invested amount & planned additional investments.
  • Current achievement status.
  • Investment projection & Shortfall.
  • Meeting for additional investment Reminder
How Goal GPS Works?

Click Button To View Sample

Goal GPS Report

Business Opportunity 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.

About Company…
  • 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. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance.
  • Established in 2006.
  • Headquartered in Central India, Indore, India.
  • Team of 45 Full Time Software Professionals.
  • Team of 28 Financial Domain Consultants, combine experience of 100+ Years.
  • 28 Financial Domain Consultants, combine experience of 100+ Years.
  • 10,00,000 Online Portfolio Users.
  • Use by More than 1000+ CFPs and MF Advisors across 200+ cities in India.
  • Sun Microsystems, Sun Certified Programmers for Java 2 Platform, Standard Edition 5.0.
  • ISO 9001:2008 Certified Organization.
What Industry Leaders Say…

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

  • "We have been using the online Financial Planning program from RedVision for the last 3 years. We find their program to be highly comprehensive, allowing us to manage client relationships seamlessly right from the Financial Planning stage to ongoing Portfolio Management." Aniruddha BoseDirector & Business HeadFinEdge Advisory Private Limited
  • "Good software and very good Customer Service these are the pillars of Red Vision. We are very glad that we have chosen Red Vision as our CRM software vendor. We thank Red Vision for their support and also for having helped us to grow our business".S SrinivasanFounder & Director - Money Kare
Contact Us

RED Vision Computer Technologies Pvt. Ltd.

( An ISO 9001:2008 Certified Company )

Registered Office:

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 :


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.