Wealth e-office™A Online Wealth Management ERP Software For Financial Advisors

About REDVision Computer Technologies Pvt. Ltd.

RED Vision Computer Technologies Pvt. Ltd., Offering B2B application services since 2006 to help Financial Organizations & IFAs to exceed their technological expectations in India. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance. We combine our Technical & Financial Domain Expertise to create world class one stop solutions for Financial Advisors and Planners.Facts & Figures• Established in 2006.• First company to introduce Wealth Management & Financial Planning

platform in India.• Headquartered in Central India, Indore, M.P.

• Strong Financial Domain knowledge and expertise.• Full time Technical Team of 15 Programmers & Server Consultants. • 28 Financial Domain Consultants, combine experience of 100+ Years.

• 45 members team for After Sales, Web development and Business development.• 10,00,000+ Online Portfolio Users across the Globe.• Use by More than 1000 CFPs and Financial Advisors across 200 cities in India. • Sun Microsystems, Sun Certified Programmers for Java 2 Platform, Standard Edition 5.0• ISO 9001:2008 Certified Organization. *Figures as on 01 Nov 2015.

REDVision’s Product Range

Wealth EofficeWealth Management

Software

websitesbazaar.comWebSite Development

Financial TickersData Tickers for Website

FP SamuraiFinancial Planning Software

Introduces Industry Changing Software-as-a-Service Platform with New and First-Ever Features for Financial Advisors.

Welcome to the world of

Automatic MF Transaction, SIP & Folio Master File Upload in Software

Wealth Eoffice is India’s only software Uploads CAMS, Karvy and Sundaram Transactions, SIP and Folio Master files Automatically (without manual work) from

Registrar on daily basis, This process saves your 45 minutes every day.

Cams

Karvy

Sundaram

Server

Automatic Update at Your End

How this system works?

Daily

Mai

lbac

k Fil

es

Get Freedom from Daily Manual File Uploading, Give more time to Clients instead!!!

Uploaded at 7.00AM

Dash Board View

Wealth Report on SMS/Email

Individual Wealth Report

MF

When you click on ‘+’

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.

MFCapital Gain Report

MF Section

Other Reports in Mutual Fund Section

Life Insurance Policy Holding Report LI

General Insurance Policy Holding ReportGI

Fixed Deposit Investment Report FD

Post Office Investment Report

PO

Direct Equity Holding ReportEQ

Commodity Holding Report

Real Estate Holding Report

CRM Module

Monthly Planner View

CRM Calendar Never lets you forget Client’s birthday, Anniversary, SIP Expiry and LI/GI/FD/PO Dues & Maturities.

Advisor’s Business Statistics Summary

FP SAMURAIEMBEDDED FINANCIAL PLANNING SOFTWARE

Step 1 Clarify Your

Present Situation

Step 2 Identify

Goals and Objectives

Step 3 Identify Financial Problems

Step 4 Recommen

dations

Step 5 Implement Strategies

Step 6 Monitor

and Review

6 STEPS FINANCIAL PLANNING APPROACH

DIFFERENTIATING FACTORS OF FP SAMURAI

Created with International practical Approach especially for “Indian” Clients.

Consulted by Team of CFPs, CAs, MBAs, having combine Work Experience of more than 100 years.

More focus on simplicity with comprehensiveness to address client’s need.

Huge plan storage capacity because you may review plan of a single client 100 times in next 10 years.

It’s Online: Access from anywhere any time, no geographical limitation.

Unique 6 Methods for Life Insurance Need Calculation.

Self Developed ‘PERP Method’ to calculate exact amount of monthly pension at the time of retirement.

Retirement Corpus utilization table to make clients comprehend the post retirement cash flow scenario.

Ample space to add products suggestions and recommendations in the plan.

PDF Conversion & storage facility.

Add more details

Unique “PERP Method” to Calculate accurate Pension

amount.

Primary Financial Plan

We are on Front Page of Financial Plan.

A Primary Financial Plan some thing like Diagnosis Report for a Doctor.

Now the Financial Planner’s work starts here, you can add recommendations, Suggestions & solutions for improvement in financial health and on different Goals, Will Creation, Asset Allocation, Life Insurance, Health Insurance, Retirement Planning etc.

Table of Contents

It will help you and your clients to view the areas covered in the financial plan.

Define Fee Structure

This is a part of “Letter of Understanding”, It is always recommended to agree with a client on a fee structure in various heads and signed it up to avoid any confusion in future.

The Fee structure is generated along with “Letter of Understanding”, it will be saved with Financial plan, So that you can view or review any time in future.

Suggest a Will.

This page will be added when you click on the check box in the personal information under head “Suggest a Will”.

Income & Expenses

This is one sight view of client’s entire monthly income and expenses with pie chart. When you have to suggest on expense cutting it is always better to have a expenses distributed view for better understanding.

Asset Liability & Networth

Your Doctor always ask about what drugs you are already taking before prescribing new one, same way you must analyze current asset allocation and till what extend these asset can help clients in achievement of goals.

Liabilities & Networth Analysis

Liabilities Analysis sheet give a brief overview on EMI out flow, total outstanding, rate of loan and liability holder which is useful in taking various decisions regarding priority in loan repayment.

The Net Worth Shows How Much Money Would be left if Everything Owned was converted into cash and used to pay off all debts.

Ratio Analysis

Ratio Analysis helps you in finding symptoms of Financial Disease, so that you can take corrective actions on time to improve in the same.

Ratio Analysis includes

1. Reserve/Surplus Ratio

2. Saving to Surplus Ratio

3. Debt to Income Ratio

4. Liquid to Networth Ratio

5. Solvency Ratio

6. Debt Asset Ratio

Asset Allocation Analysis

Asset Allocation analysis forms the foundation of any financial plan. In fact, determining the right mix of stocks, bonds, cash and other asset classes may be your one of the most important investment decisions.

Before reaching any concrete decision it is must to analyze what client already owned, FP Samurai provide analysis on Asset Allocation, Return Efficiency level, Expected Return Delivery, Asset Liquidity Level.

Life Insurance Analysis

A financial plan should cover all areas of your financial needs and should result in the achievement of your goals. The scope should cover areas such as risk management and insurance techniques that would protect your goals against any unforeseen calamity.

We Provide 6 Methods of Life Insurance Need Calculation which gives you scope to protect Income, outstanding loans, Goals & Expenses etc.

Life Insurance RecommendationsLife Insurance need Calculation is like diagnosing the patient and finding the deficiencies, but main part of solution is to suggest the medicines, in same way life insurance analysis will calculate the sum assurance amount but in Recommendation section you can suggest the scheme name, type, sum assured, yearly Premium and tenure, also you can add multiple policies and reason to suggest the policy in the last.

Health Insurance Analysis

Health Insurance is one of the important factor of financial planning for your client. In the recent survey, it shows that India has the highest number of diabetes patients in the world.

This section not only provide the health insurance need details but also give you panel to add policy details and recommendation which will be saved permanently in your desk.

Asset Allocation RecommendationsResearch has shown that choosing right asset class has highest impact on returns, FP Samurai gave u featured recommendation panel which compare current asset allocation with buy/sell Action.

Contingency Fund Arrangement

Here FP Samurai makes difference of creating a contingency fund arrangement separate for husband & wife (if both are earnings) according to household monthly living expenses.

Goal Plan Analysis and

RecommendationsGoal Planning section give a separate roadmap of your each goal with Advisor’s Recommendations, Goal planning also includes “This Goal has Been PROTECTED” Seal if the goal is insured by Client.

Goal Planning Includes following Goals:- Child Education - Child Marriage- Retirement Planning- House & Car Planning- Holiday Planning- Self Education & other

Goals

Retirement Planning With Post Retirement Cash

Flow and Recommendations

Retirement is a very important Goal in Financial Planning, Client wants a fool-proof pension plan with cash flow statement till the end of life.

Retirement Planning Includes:- Find how much pension

required with the help of PERP Method.

- Gives a corpus needed to form a retirement kitty.

- Gives Complete retirement amount utilization cash flow that will be near to zero at the end of life.

* Image is fade due to lack of space, please go for live demo for actual look & feel.

Important Disclosure

This section is necessary important disclosures, you can insert/edit/delete yours points also.

You can also Generate Financial Plan in PDF Format by clicking on “Generate Final Report” in the last of the page.

Financial Plan Storage

Software has storage area with unlimited capacity which can save all Financial Plans of clients from First plan to each review and there is one click email sending panel which will send an well drafted email to your client with attached Financial Plan in PDF Format.

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

Set Profit Booking Trigger Set NAV

Target Trigger

Set Target Date Trigger

Trigger by Achievement for a particular investment

Automatic SMS & Email System

•Birthday & Anniversary Wish to Clients. •Life Insurance policy Maturity Reminders.•General Insurance Policy Renewal Reminders. •FD/ PO/ Bond/ Debenture Maturity Reminders.•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”

Automatic SMS & Email System

Q: Is my data secure?A: Yes, the Linux server which is being used is SSL Secure & Certified by Cyber Security

Companies like:

With these certification the Data is more secure even more then your PC.

Q: How I will Get After Sales Support?A: Redvision assign you a dedicated After Sales Manager to take care of services.

Wealth eoffice is 100% Web based System, Queries Execute Directly From Server, So most of the time client will not have any problem but in case if Client have any Problem it Can be Rectify Without Any Physical Visit.

Q: I work from office as well as from home, can I work from both places?A: Wealth eoffice gives you freedom to work from any part of the world, the only thing

which is required is a system with internet.

Frequently Ask Questions (FAQ)

RED Vision Computer Technologies Pvt. Ltd.( An ISO 9001:2008 Certified Company )

Registered Office:401, A-Wing, above UCO Bank,Twins Star Building, Saket Square,Indore 452001 (M.P) INDIA

+91 731 40 26004

E-mail : query@redvisiontech.comWebsite : www.redvisiontech.com

Contact Us

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.

DISCLAIMER