Financial planning software are management in investment

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GOAL GPS
A Online Goal Tracking Software For Financial
Advisor Investors
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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,
• its the worst Quality AUM
• The best Quality of AUM is when the investments
  are linked with lifes most Important GOALs, you
  can do it with Goal GPS by following 3 easy
  steps.

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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.

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Why Goal GPS?
Reason 3

• It change investors 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 .

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How Goal GPS Works?
Step 1

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

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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.

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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.

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Step 3
How Goal GPS Works?

• Page 1
• Goal Summary report with investors age at the
  time of goal execution.
• Graphical view of Age wise goal time line.

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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.

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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

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How Goal GPS Works?

• Click Button To View Sample
• Goal GPS Report

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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.

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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 90012008 Certified Organization.

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Awards Service Standard
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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

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• RED Vision Computer Technologies Pvt. Ltd.
• ( An ISO 90012008 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 query_at_redvisiontech.com
• Website www.redvisiontech.com

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