About Wealth E-Office 220.127.116.11/n Wealth E-Office 18.104.22.168 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 22.214.171.124 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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A Online Wealth Management Platform For Financial Advisors
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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.
RBI Relief Bonds
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.
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
Along with your total AUM, Know client’s portfolio is in profit / loss, Dividend paid or Reinvest, Current value & absolute returns
Know Schemes you advised, their profit / loss, Dividend paid or Reinvest, Current value & absolute returns.
Know Fund Houses you promote, their profit / loss, Dividend paid or Reinvest, Current value & absolute returns.
Set Triggers/ Alerts on SMS
Trigger by Achievement for a particular investment
Set Target Date Trigger
Set Profit Booking Trigger
Set NAV Target Trigger
Inform Your Clients at Speed of Light.
Reduce business expenses & service time.
“You have to do Competition, only when you are similar to others”
Send Hundreds of SMS on Single Click
Sent SMS Report
Know the Clients whom SMS Sent
Coming Soon in eoffice
You +5 +25 +125 + 625
You +5 +25 + 125
You +5 +25
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!!!
Coming Soon in eoffice
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).
Coming Soon in eoffice
*There are Extra Charges for Website Designing.
You Have Option to Buy Wealth eoffice Without Website.
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.
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.
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