Fully Robo matic online Mutul fund software

1
Wealth e-office
A Online Wealth Management ERP Software For
Financial Advisors
2

• 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 90012008
  Certified Organization.
  Figures as on 01 Nov 2015.

3
(No Transcript)
4
Welcome to the world of
Introduces
Industry Changing Software-as-a-Service Platform
with New and First-Ever
Features for Financial
Advisors.
5
Automatic MF Transaction, SIP Folio Master File
Upload in Software
Wealth Eoffice is Indias 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.
How this system works?
Server
Cams
Uploaded at 7.00AM
Karvy
Daily Mailback Files
Sundaram
Automatic Update at Your End
Get Freedom from Daily Manual File Uploading,
Give more time to Clients instead!!!
6
(No Transcript)
7
Wealth Report on SMS/Email
8
MF
9
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.
10
Capital Gain Report
MF
11
MF Section
Other Reports in Mutual Fund Section
12
LI
13
GI
14
FD
15
PO
16
EQ
17
(No Transcript)
18
(No Transcript)
19
(No Transcript)
20
CRM Calendar Never lets you forget Clients
birthday, Anniversary, SIP Expiry and LI/GI/FD/PO
Dues Maturities.
21
(No Transcript)
22
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.

23
(No Transcript)
24
(No Transcript)
25
(No Transcript)
26
(No Transcript)
27
(No Transcript)
28
(No Transcript)
29

• 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
30

• 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

31

• 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.

32

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

33

• DISCLAIMER

• 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.