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There is a various combination of sectors such as asset categories, allocations, and benchmarks for performance comparison in this mutual fund software for distributors by which advisors can recommend best possible funds to their clients. For this, we availed the option to make a model portfolios for a specific investment strategy. For more information visit @- https://my-eoffice.com/mutua...

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Data conversion can be done very easily with the help of the solutions offered and covered within our systems. We have considerable experience of converting data from a variety of other systems and handles this data within the implementation process of this mutual fund software for IFA and can be easily transferred and exported. For more information visit @- https://www.redvisiontech.com/

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There are various portfolio reports available in this mutual fund software. These are available to check the analytics and performance of funds invested in the past . Some of the reports are Live portfolio report, Capital gain report, Dividend report ,etc. All these reports can be filtered through client wise as well as family-wise. For more information visit @- https://www.redvisiontech.com/

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The Invest Online platform of this mutual fund software supports a wide range and almost all types of transactions like Purchase of SIP or Lumpsum, STP, SWP, Switch, and Redemption. These types of transactions can be executed in the present date or future date as per the need of the investors. For more information visit @- https://www.redvisiontech.com/

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Daily monitoring of investment limits in accordance with the regulations specified by the government is updated on a timely basis in this mutual fund software for distributors. Thus follows and maintains the compliance factors of investment reporting and analysis. For more information visit @- https://www.redvisiontech.com/

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We support wealth managers and advisors to concentrate on the key points like analyzing and plotting data and key ratios with the help of this mutual fund software for IFA , making appropriate investment decisions and advising clients and enhancing the service quality of any advisors or wealth managers. For more information visit @- https://www.redvisiontech.com/

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The clients can place an order in mutual funds only after registration in BSE which can be easily done through the Client Registration form provided in this mutual fund software. Once after registration and on-boarding process investors proceed through online transactions. For more information visit @- https://www.redvisiontech.com/

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The Client registration module is mandatory for advisors as well as investors to start new investments in mutual funds. Investors can fill the nominee details in the client registration form present in this mutual fund software for IFA. For new folio, nominee details entered on the Nomination screen will get updated quickly. For more information visit @- https://www.redvisiontech.com/

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The combination of productivity tools and integrated modules in this mutual fund software for distributors enables advisors to automate and personalize their routine processes with actions. This simplifies the back-office and front-office processes. For more information visit @- https://www.redvisiontech.com/

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The functionalities such as BSE registration, Mandate registration, Client registration, FATCA registration, invest online platform, and transaction log maintenance, etc are provided in this mutual fund software for IFA. We have enabled all this inside the BSE platform integrated within our system. For more information visit @- https://www.redvisiontech.com/

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Investors can redeem funds through the Invest-Online platform of this mutual fund software. They can enter all or partial amounts/units of selected schemes and execute the transactions that are present inside their carts. Advisors can also do this task on behalf of their clients. For more information visit @- https://www.redvisiontech.com/

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The Systematic Transfer Plan (STP) allows an investor to transfer a fixed/number of units into another scheme of the same fund house, and as per the STP dates defined by the AMC. A separate section is provided in the Invest online module of mutual funds for distributors to place the STP orders. For more information visit @- https://www.redvisiontech.com/

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To get started with new investment in mutual funds, an investor needs to register with the BSE and this module is provided inside this mutual fund software for IFA. Before the BSE registration, the user should be KYC registered. Once after the completion of these steps investors can proceed to start to start fresh investment. For more information visit @- https://www.redvisiontech.com/

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The embedded architecture and the intuitive designs of this mutual fund software enable financial institutions to reduce front and back-office inefficiencies ,turning client on-boarding into a more streamlined process for both advisors and investors. This also reduces excessive paperwork while making the processes easier to navigate for the users. For more information visit @- https://www.redvisiontech.com/

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We provide a unique way for advisors and investors to upload their necessary documents into this mutual fund software for distributors so that their data gets populated without any manual effort and store that E-documents in a safe and secure environment. For more information visit @- https://www.redvisiontech.com/

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The retail investors now have access to their customized portfolios to gauge their risk profile and also take into their investment account. Clients benefit from greater transparency, a wider range of financial products in this mutual fund software for IFA and better services across multiple channels and devices. For more information visit @- https://www.redvisiontech.com/

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The advent of digital technologies and automation of this mutual fund software has revolutionized the wealth management industry. With simple UI/UX , transparent investing and streamlined on-boarding process of this mutual fund software , advisors gained significant attention in the financial market. For more information visit @- https://www.redvisiontech.com/

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Advisors can manage the investments of their entire client base and yet can preserve the privacy of individuals accounts by using the CRM feature of this mutual fund software for distributors. The advanced reporting also enables taking out family-wise portfolio of all investors in a very easy and simple way. For more information visit @- https://my-eoffice.com/mutua...

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There are many self-service tools are available in this mutual fund software for IFA that can be consumed in a ready-made manner or that can be configured easily to meet specific needs or can generate leads and increase the customer engagement and enhance the relationship with them. For this, a panel is provided to generate leads within this software. For more information visit @- https://www.redvisiontech.com/

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As a single stop portal, the solutions provided in this mutual fund software offers secure document storage so that advisors can store all relevant financial documents and reports. Data security ensures the highest level of security for advisors and investors. For more information visit @- https://my-eoffice.com/mutua...

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We assure guarantee system availability wherever advisors have an established internet connection for always-on access. The upgraded version of this mutual fund software offers SaaS delivery which is available 24*7 and provides accurate reporting and analysis. For more information visit @- https://www.redvisiontech.com/

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Our platform provides a 360 degree view of investor’s personal finance by consolidating all asset types like Mutual Funds,Equity,Insurance, PPF,Bonds,Post Office, Commodity ,LI/GI and Real Estate in a single window of this mutual fund software for IFA so that advisors can perform variety of analytics and research on the consolidated data of all assets.For more information visit @- https://www.redvisiontech.com/

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Advisors can grant access to their wealth-related details through a completely white-labeled portal of this mutual fund software for distributors that can be accessed anytime , anywhere and from any device including a laptop, tablet, or applications that can run on a smart-phone, thus this platform is extensively portable. For more information visit @- https://www.redvisiontech.com/

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The integrated module of this mutual fund software allows organizations to customize and create goal planning experiences by providing client portal to their existing clients that give unhindered access to their financial plans and delivers a seamless digital experience. For more information visit @- https://www.redvisiontech.com/

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The compare fund tools analyses fund performance by dragging and dropping benchmarks and funds through interactive charts as well as graphs by viewing risk analysis, correlations, past NAV and historical performance tables within our mutual fund software for distributors, thus allowing perfect peer analysis. For more information visit @- https://www.redvisiontech.com/

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We offer a solution that allows advisors for in-depth screening and analysis of past investments. Statistical analysis, risk analysis, graphs, and charting can be conducted on multi-asset within a single Wealth report of this mutual fund software for IFA for accurate monitoring of current as well as past investments. For more information visit @- https://www.redvisiontech.com/

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We work with financial institutions and firms to develop a new or improve the relationship with existing customers through providing a custom solution in this mutual fund software that digitize the user experience by enabling best class UI/UX service designs. For more information visit @- https://www.redvisiontech.com/

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This mutual fund software for distributors is a single , unified platform that ensures consistency and accuracy at every stage of advisor’s journey assisting in their back-office, middle and front-office operations so that they can focus more on generating new leads and customer. For more information visit @- https://www.redvisiontech.com/

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Our software assists advisors to gain access to powerful data analytics and real-time reporting directly from our mutual fund software for IFA which is the knowledge base for advisor’s data, documents and evaluate the performance of investments through factors like absolute return and XIRR. For more information visit @- https://www.redvisiontech.com/

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Tracking of important dates and events is very crucial for advisors. We are offering a solution to this problem within this mutual fund software so that advisors can never miss an opportunity to increase their client’s return by automatically capturing upcoming events such as SIP expiry, SIP maturity etc. For more information visit @- https://www.redvisiontech.com/

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