Wealth eoffice Demo Presentation

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Wealth e-office
A Online Wealth Management ERP Software For
Financial Advisors
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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 in India Abroad. Our competencies
lie in Enterprise Resource Planning (ERP)
Development and Maintenance. We offers a mature
and seasoned team for implementing ideas in real
business. The team's exposure in software
implementation, Product ranges starts from Wealth
Management ERP system which is currently used by
more than 340 CFPs and MF Advisors across 75
cities in India who are providing professional
advisory services to 92000 satisfied Online
Portfolio users across the globe, which makes
Wealth eoffice one of the Indias largest Online
wealth management software providers, other
product ranges from financial website
development, Financial tickers Financial
Planning software. With diverse implementation
exposures, REDVision Technologies has good grasp
over Financial Domain Technologies and quality
implementations are mandatory for us.
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• Why REDVision eoffice?
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• First Software in India builds according to No
  Entry Load scenario.
• Wealth Management with Financial Planning Model
  keeps you ahead of competition.
• Ideal for Fee based Advisory model to increase
  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.
• Auto SMS/Email Funds Valuation, Insurance, FD
  Postal Maturity Birthday to Client.
• 100 web based, Freedom to access your eoffice
  from anywhere in the world.

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• Products covered in Wealth Management System
• Mutual Funds
• Equity
• 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 SMS/Email
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MF

• Strategic Advantage of eoffice.
• Information Opportunity
• Now you know-
• How much Bank FD, KVP, Bonds, PO, LI, GI, MF,
  Equity, 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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User Friendly Reports Navigation
When you click on Show
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
Customer Satisfaction Determines Business
Success
Customer Expectations are Normally Not Very
High BUTYour Job is to Surprise Them
Customers WOW Level is - Doing What They
Havent even imagined!!!
Customer Satisfaction
Perceived Services
Expected Services
Some 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
  customers.
• A new customer acquisition is ten times more
  expensive than to keep a current customer.
• - Bain Company Research

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MF
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MF
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MF
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Automatic MF Transaction File Upload in Software
Wealth Eoffice Uploads CAMS, Karvy, Sundaram, DWS
and Franklin Templeton Transactions Automatically
from Registrar on daily basis without any manual
intervention.
How this system works?
Server
Cams
Uploaded at 7.00AM
Karvy
Sundaram
Daily Transaction Files
DWS
Franklin Templeton
Automatic Update at Your Office
Get Freedom from Daily Manual File Uploading,
Give more time to Clients instead!!!
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LI

• Life Insurance Management
• Following Features Included in Life Insurance
  Management Module
• Enter New Policy
• Get Due List For LI Policies
• Paid Premium details of Policies
• Update Or Delete Policies Entered
  Previously
• Get LI Transaction details of each
  client

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GI

• General Insurance Management
• Following Features Included in General Insurance
  Management Module
• Enter New Policy
• Get Due List For GI Policies
• Enter Policy Renewal details
• Update Or Delete Policies Entered
  Previously

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FD

• FD/ Bond Management
• Following Features Included in FD/Bond Management
  Module
• Enter New FD/Bond
• FD Maturity List
• View/Update Or Delete FD Details
• FD/ Bond Holder List

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PO

• Post Office Management
• Following Features Included in Post Office
  Management Module
• Enter New PO Business
• Postal Maturity List
• View/Update Or Delete Postal Details
• Postal Investor List

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EQ

• Direct Equity Management
• Following Features Included in Direct Equity
  Management Module
• Enter Bought Equity Details
• Enter Sold Equity Details
• E Equity Holding Report
• Equity Transaction Report
• Delete Equity Transaction

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Differentiating factors of FP Samurai

• Created with International practical Approach
  especially for Indian Clients.

• More focus on simplicity with comprehensiveness
  to address clients need.

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

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

6 Steps Financial Planning Approach

• Its Online Access from anywhere any time, no
  geographical limitation.

• Unique 6 Methods for Life Insurance Need
  Calculation.

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

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

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

• PDF Conversion storage facility.

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• What will happen when
• Your Client investing Rs.100000 for daughters
  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 didnt 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 couldnt 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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• 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.
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  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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Online Reference System How it will Work When
your 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 Every Reference contact details will
be stored in you software.
You 5 25 125 625
You 5 25 125
You 5 25
You 5 Clients
Clients
January
April
July
December
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• 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 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.

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• RED Vision Computer Technologies Pvt. Ltd.
• ( An ISO 90012008 Certified Company )
• Registered Office
• Bansi Trade Center LG-11,
• 581, M.G. Road,
• Indore 452001 (M.P) INDIA
• 91 731 40 26004
• 91 731 32 28571
• E-mail query_at_redvisiontech.com
• Website www.redvisiontech.com

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