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Brought to you by:A Online Wealth Management PlatformWealth e-officeTechnology Secret of successful Financial Distribution networks

Corporate Admin DeskAdvisor Wealth Management SystemCorporate WebsiteAbout REDVision TechnologiesREDVision 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.REDVision Flagship Product Range

Wealth eofficeMutual Fund Equity/StocksLife Insurance General Insurance Health InsuranceBank FD Bonds KVP PPF MISPost Office RBI Relief Bonds NSC

Multi Assets Corporate Distributor ModelHead OfficeLogin DeskDirectClients LoginRMLoginClients LoginSub-Brokers LoginSBs Clients LoginLayer ILayer IILayer III Add New Sub-Broker/Client/RM

Create Sub-Broker/RM/Client login desk

Family Creation/Updation Panel

Uploading CAMS/KARVY Registrar Files

Merge Clients & Map Sub-Broker

Sub-Broker & Client hits Counter

View MF AUM by Fund/Scheme wise

Monitor RM/SB Performance

MF Inward & Outward Transaction

SIP Inside Reports

Folio Master Reports Consolidated Wealth Valuation Report

LI & GI premium due calendar

Profit Booking Alert Management System

LI,GI & FD maturity Calendar

Clients Portfolio in profit/Loss

Bulk SMS Sending Panel

Overall business statics

Family Wise MF Exposure Report

Automatic NAV Updation

Integration on Companys Website*

Most Simple & Easy to Use Reports

Lets Look Some Utilities and Reports.

Allot Broker/Employee CodesDate of JoiningBank DetailsAdd New Broker/ Sub-Broker/ RM

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.

eoffice overview

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

Wealth Report on SMSIndividual Wealth Report

Strategic Advantage of eoffice.

Information = Money

Now you know:-

How much Bank FD, KVP, Bonds, PO, LI, GI, MF, Health Insurance client have with 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

MFExtended Wealth ReportFamily Wealth Report

When you click on ShowFamily 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.

Family Members PortfolioUser Friendly Reports Navigation

SIP ReportMFCustomer Satisfaction Determines Business Success

Customer SatisfactionPerceivedServicesExpectedServicesSome Fact about Customer Behavior

66% Customers are lost primarily due to indifference in Services

14% Customers are lost due to dissatisfaction

96% Customers dont complain they choose another advisor.

The customers who feel poorly served will tell between 8 and 16 people about their negative experience.

A WOW customer introduce you with at least 3 new customer

A new customer acquisition ten times more expensive than to keep a current customer. - Bain & Company ResearchCustomer Expectations are Normally Not Very High

BUTYour Job is to Surprise Them

Customers WOW Level is Doing

What They Havent even imagined!!!

Mutual Fund Transaction Report: Know Your each TransactionMF

Folio Master: Get Instant Folio InformationA Common Problem: At the time of transaction Advisor dont know about Joint holders, Bank account & other details, they have to call Account Statement again & again. Here is all information on a clickMF

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

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

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

Life Insurance Policy Holding ReportLI

LI

Insurance Due List

LI

Paid Premium Record Panel

General Insurance Policy Holding ReportGI

Renew GI Policy PanelGI

Fixed Deposit Investment ReportFD

Post Office Investment ReportPO

POPost Office Maturity List 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.