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The basic needs to start investment of a client is to assure that whether the client is KYC registered and BSE enabled client. Through this mutual fund software for distributors , both these necessities are covered with BSE registration and KYC registration. Bulk uploading of KYC clients is also available. For more information visit @- https://www.redvisiontech.com/

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The high grade quality and award winning technology of this mutual fund software together combine to deliver a custom digital experience to the existing clients. Advisors can grant their HNI clients the self service, anytime access with a personalized online portal, empowering advisors to maintain focus on HNI clients while engaging with new clients. For more information visit @- https://my-eoffice.com/mutua...

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The software designs that we have used while making this mutual fund software include factors like detailed use cases, easy-to-understand wire frames, repeated testing and complete database models with normalization. All these factors helped us to improve the operational efficiencies and triggers for customized software performance. For more information visit @- https://my-eoffice.com/mutua...

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It is the responsibility of the asset management companies to work as per the norms and regulations decided by the Government. And the same is applicable for the vendors handling and developing the mutual fund software for IFA so as they should also implement the new rules in their existing software helping advisors to get latest updates ,compliance functions and SEBI circulars. For more information visit @- https://my-eoffice.com/mutua...

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After making investments , a very needful report required to the client is their Statement of Accounts which is oftenly called as SOA. This mutual fund software for distributors offers the easiest way to check out the SOA quickly without contacting RTA for this. For more information visit @- https://my-eoffice.com/mutua...

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Risk return analysis of client’s portfolios can be done using historical data . Advisors can get the live NAV updates with this mutual fund software for IFA and can also get historical transaction records for better fund analysis and peer group comparison considering past or historical returns. For more information visit @- https://www.redvisiontech.com/

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The main vision of this mutual fund software for distributors is to provide correct and accurate data. The data management operations thus is the integral part of this software and can be accessed with any of the devices anywhere and anytime. For more information visit @- https://my-eoffice.com/mutua...

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The large database of this mutual fund software stores all customer and portfolio information in a structured way, to streamline decision-making and routine activities of wealth managers and advisors. The timely information is fetched from the RTA’s reflecting all updates real time. For more information visit @- https://my-eoffice.com/mutua...

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The STT value can be obtained in the realized capital gain report available in this wealth management software . This mutual fund software for Distributors will let an advisor to get STT related details for all types of mutual fund like equity, debt and balanced fund. For more information visit @- https://my-eoffice.com/mutua...

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The various fund types like Close ended fund, FMP and ELSS etc can be easily differentiated and manged by the use of this mutual fund software for IFA.Along with a method to differentiate amongst various fund types , advisors can also keep on tracking the data. For more information visit @- https://www.redvisiontech.com/

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Investors work with a triad of advisors and wealth managers who helps them to set up their investment account with mutual fund software and give them a guided tour of online reporting and related tools, thus giving clients an expedited attention and personalized service model. For more information visit @- https://my-eoffice.com/mutua...

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Many advisors we spoke with said that ease of use and time saving features are the top two things they look for in a software . There are some features in this mutual fund software for distributors that helps advisors to save time better and manage their finances. One such feature is providing access to punch transactions online in just few clicks, saving time to visit multiple AMCs for single purchase. For more information visit @- https://www.redvisiontech.com/

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Advisors should be able to give their accountant access to the relevant data at the time of Income tax filing. This is sometimes difficult as many of the mutual fund software for IFA do not provide accurate data. The use of our system makes the life of advisors and accountant easier that helps them with features like tax calculation, tax reporting and all the necessary data files. For more information visit @- https://my-eoffice.com/mutua...

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Client registration is essential to start an investment in any of the respective platforms like NSE or BSE. We have enabled a quick client registration process through this mutual fund software with a bucket of facilities like adding multiple banks , multiple mandates , changing mode of holding and having a different client code etc. For more information visit @- https://my-eoffice.com/mutua...

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The intuitive design structure of this mutual fund software in India is easy to understand and the tools like Research tools, Pre Sales Calculators and fund analysis tools like Compare fund and Factsheerts etc inbuilt in it is designed to fulfill the requirements of advisors . All this gives a reliable solution to deal with daily challenges and flexibility to fetch and cope future possibilities and opportunities. For more information visit @- https://www.redvisiontech.com/

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We build up some useful tools that helps an advisors for income calculation and various goal based calculations needed for retirement planning , marriage planning etc. Crucial analysis and calculations can be easily done with the help of this mutual fund software for distributors making advisor capable of delivering right advice. For more information visit @- https://my-eoffice.com/mutua...

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The data migration is the big question that arises when an advisor already have an older system and is looking to replace or upgrade . An advisor will not encounter such issues after subscribing our mutual fund software as we provide easy migration of existing client’s data which can be easily added in our system and is a part of our installation process. For more information visit @- https://www.redvisiontech.com/

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The robo advisory solutions enables advisors to quickly onboard client with BSE star platform linked and integrated with this mutual fund software. Just after onboarding the clients , they will be able to transact online by their own in any of exchange NSE or BSE. For more information visit @- https://my-eoffice.com/mutua...

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Live informations like data updation ,NAV upload is very much necessary for advisors. This mutual fund software for IFA assists in users to get live information with regards to mutual fund schemes , new NFOs and enables them to get latest NAV. For more information visit @- https://my-eoffice.com/mutua...

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There are thousands of mutual fund software for IFA available in this financial market. But all the software do not provide the facility to link or map the existing goals to their investments done in the past.Here an advisor can get a complete package right from creating goals to tagging and tracking its performance. For more information visit @- https://www.redvisiontech.com/

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We focus on providing each and every update to distributors regarding the market conditions.Any declarations, amendments and circulars from SEBI and from AMCs are updated quickly in this mutual fund software ,so that an advisor can never face any discrepancies in data value. For more information visit @- https://my-eoffice.com/mutua...

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There is a complaint redressal mechanism available in the form of Ticket panel in this mutual fund software .We provide three possible ways from where advisors can check whether the issue written by them or the ticket raised by them is properly resolved up to satisfaction or not. For more information visit @- https://www.mutualfundsoftwa...

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Advisor can execute the client’s investment strategies with the help of fully automated robo advisory application for this mutual fund software .Through this an advisor can suggest best possible investment opportunities to the investors for goal achievement. For more information visit @- https://my-eoffice.com/mutua...

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For taxation purpose , capital gain report is very much essential for advisors and investors. The use of this mutual fund software for IFA an advisor can get a capital gain report both with and without indexation. We have also applied the LTCG rules in this report as per SEBI’s new order. For more information visit @- https://www.redvisiontech.com/

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We are not just limited to only mutual funds . This mutual fund software for distributors is used for managing multi asset data. The real time update is available for mutual fund only, while the other assets like Equity, Commodity,FD/Bond and Real Estate require manual entry of data. For more information visit @- https://www.redvisiontech.com/

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An advisor can enrich investor engagement activities with relevant and targeted alert based communications that is delivered with this mutual fund software for IFA . The automated alert solutions helps an advisor to stand out in a competitive financial market. For more information visit @- https://www.redvisiontech.com/

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It is most important that a software vendor must provide same support after subscription also. We automatically upgrade the existing software to newer versions and apply feature enhancements as they are released. We provide proper training and support post subscription of this mutual fund software, so that advisors must not feel any type of inconvenience. For more information visit @- https://my-eoffice.com/mutua...

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As an integrated solution, our mutual fund software for IFA has the unique advantage of providing completely consistent and accurate information and analytics to all users ensuring all firms to get access and can collaboratively increases the value in business and investment process. For more information visit @- https://www.redvisiontech.com/

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Wealth E-office maintain huge data in a highly secure manner. This mutual fund software for distributors is robust platform that manages your investment details easily and provides a user friendly reporting methods . Thus makes itself as a perfect platform that delivers transparency and accuracy. For more information visit @- https://my-eoffice.com/mutua...

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It is essential for advisors to gain control of daily investment operations so that they can manage risk efficiently and grow his firm’s business, all this can be achieved by this mutual fund software that greatly increases usability of advisors. For more information visit @- https://www.redvisiontech.com/

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