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Using this Mutual Fund software for IFA you can generate distributable reports and share investment details with your investors. This report is equipped with fund performance like absolute returns , XIRR and CAGR .You can also download Statement of Account (SOA) for better record-keeping and can easily send this to your investors. For more information visit @-https://www.redvisiontech.com/

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You can work side by side with your clients to understand the financial impact their decisions have on their plans. Using model portfolio report in this mutual fund software for distributors you can adjust scenarios and techniques in real time for better planning and decisions.For more information visit @-https://www.redvisiontech.com/

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This Mutual Fund software for IFA secures your financial data through encryption techniques and is only visible to you and the people you provide access to. You can get access to the entire application with reporting, research and portfolio management capabilities on your smart phone, anywhere anytime. For more information visit @-https://www.redvisiontech.com/

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In this mutual fund software for IFA all investment related details are presented in a single format making performance comparison simple. Wealth e Office provides fast and reliable positions and transactions done in any of the assets at your fingertips. Thus helping you to spend more time on growing your business . For more information visit @-https://my-eoffice.com/mutua...

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Wealth e Office’s Monthly Management Information System (MIS) allows you to slide and dice your monthly inflow and outflow. Monthly MIS report in this mutual fund software provides a detailed view containing the investor’s detail, folio number transaction type , NAV ,amount and the units purchased in the fund. For more information visit @- https://my-eoffice.com/mutua...

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This mutual fund software will provide you with the ability to easily access, view and modify financial plan of your clients. Wealth e Office’s Research tools and calculators will let you review your plan ,check multiple scenarios , compare multiple funds so that you can suggest best performing funds to your clients. For more information visit @-https://my-eoffice.com/mutua...

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You can provide your clients with an in-depth and personalized look at their financial picture and their goals with custom financial plans created using numerous advanced planning techniques and research tools and calculators available in this Mutual Fund Software for distributors . For more information visit @-https://www.redvisiontech.com/

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Using this mutual fund software for IFA , you will get an interactive hands-on training and ongoing support so that you can easily use our MF software for your business growth.We will get you trained to use our Wealth e Office software in the way that best fits your business.For more information visit @-https://my-eoffice.com/mutua...

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Using this Mutual Fund Software for distributors, you can spend more time on strengthening your existing client relationships, and on building new ones. We put quality investment strategies and best wealth management tools to work for your firm, leaving you free to focus on developing new business and client servicing. For more information visit @-https://my-eoffice.com/mutua...

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With this mutual fund software , you can define and add teams/employees in the CRM section of Wealth e Office. You and your employees can also add alerts and reminders , save specials dates like birthday and anniversary to greet your clients .All this factors create enthusiasm between your clients and employees to work with your firm.For more information visit @-https://www.redvisiontech.com/

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Our Mutual Fund Software for IFA is a complete wealth management platform having an intuitive interface which you can also customize to your brand. Using this you can track real-time financial performance and investment related information. All this is completely hassle free and paperless thus enriching your client’s experience with your firm. For more information visit @-https://www.redvisiontech.com/

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We facilitate a collaborative relationship between Advisor and Investor by providing investment management solutions through which you can access your client’s portfolio and keep them informed at all times. Your clients thus will invest as to achieve goals get quality returns using this Mutual Fund Software for IFA.For more information visit @-https://www.redvisiontech.com/

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Wealth E office- Mutual Fund Software for distributors allows you to streamline your processes so you can spend less time on paperwork and more time on the activities which will let you grow your business and develop client relationship. These factors makes an advisor to trust on this mutual fund software for his firm’s growth .For more information visit @-https://my-eoffice.com/mutua...

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Using this Mutual Fund software in india , you can manage all the finances and investment details all at a single place in report section . For having a diversified portfolio, you can invest in various assets like Equity , Commodity , FD/Bond and Real Estate. Our Wealth E office supports all asset classes.For more information visit @-https://www.redvisiontech.com/

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Now you can easily initiate and complete mutual fund transactions online using this Mutual Fund Software for IFA. You can not just transact online but also you can check the transaction log. In the transaction log you can check the list of all recent transaction and their status whether they are executed or not. For more information visit @-https://www.redvisiontech.com/

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Wealth e Office is equipped with a powerful Client Relationship Management system designed for advisors. You add useful details and data through Client Master, add alerts and reminders and also can greet your customers. Through Lead Management feature in this Mutual Fund Software help you to maintain the details of all the prospective clients. For more information visit @-https://my-eoffice.com/mutua...

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Reporting of invested money is the very important part for an advisor. In this Mutual Fund Software for IFA, you will get a real time analysis for mutual funds investment. Through this hassle free reporting you can monitor your investment value along with correct updation of profit and loss details.For more information visit @-https://my-eoffice.com/mutua...

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This Mutual Fund software for IFA contains various Research tools and calculators which makes easy for you to provide right advise to your clients. Fund compare tools helps to analyse the performance of different funds which ultimately helps your customers to plan their goals and achieve the same .For more information visit @-https://www.redvisiontech.com/

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This Mutual Fund Software for distributors is equipped with a solution to create accurate and real-time data value across all your clients and firms. Thus ensuring trust and confidence in your data and related reporting internally and for you and your clients.For more information visit @-https://my-eoffice.com/mutua...

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For an advisor, management of his client’s data is more important than anything else. This Mutual Fund Software for IFA consist of highly integrated solutions which will help you to manage your client’s data. The CRM section of this software is efficient enough to handle the client’s data like their basic details, their KYC and Fatca status and also provide option to provide login authorities to clients.For more information visit @-https://www.redvisiontech.com/

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With this Mutual Fund software for IFA, you can add the Equity corporate action details.This feature is available in the Equity section of Wealth e Office . Adding corporate action as Split, Bonus , Rights & Merger with any of the exchange like NSE or BSE is possible with this feature. For more information visit @-https://my-eoffice.com/mutua...

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Before having investment in mutual fund there is a need to onboard the client.There is no need to do manual work. With this facility provided in our Mutual Fund software for IFA, you can on board your clients on your BSE Star Mutual Fund account including all the important data required so that your clients can easily transact online.For more information visit @-https://www.redvisiontech.com/

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Our CRM module is highly customized module for client management. Some of the various features of CRM section is that you can easily maintain your client master, employee,branch master and advisor master. You can assign to-dos for a client with notifications that can remind you when a task is due. Using this Mutual Fund software for distributors you can also wish your clients on their birthday and anniversary from Bouquet manager section.For more information visit @-https://my-eoffice.com/mutua...

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Now the world seems to be in hand all because of the smart phones. All are more enthusiast how they can utilize and reduce their time by handling important tasks using their smart phones only. Handling Advisory solutions with your mobile can ease you are your investors work . Using this Mutual Fund software , you can instantly access your Transactions from Android or IOS device . For more information visit @- https://www.redvisiontech.com/

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Wealth E office is equipped with interactive Financial tools like retirement planning, car planning, house planning , goal planning etc. which will help you for proper management of your finances. This tools makes easy to create and track goals.Using these calculators provided in this Mutual Fund software for distributors, you can work out where you are now, what you may need in the future and what you must do to reach your goals.For more information visit @-https://my-eoffice.com/mutua...

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We provide a comprehensive solutions so that our robo-advice clients can focus on their business ideas, select advisable model portfolio and map the client’s requirement. The Robo Advisory platform by Redvision Mutual Fund software provider is a highly automated single platform for running your robo advisor business.For more information visit @-https://www.redvisiontech.com/

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Wealth E office is a multi asset, transaction-based Portfolio Management solution for wealth. This Mutual Fund software is most innovative in the world of digital Fintech companies. Our flexible, constantly developing tool solves the back, middle, and front office needs on a single platform which makes it easy to maintain.This makes this Mutual Fund software different and trustworthy from other softwares.For more information visit @-https://my-eoffice.com/mutua...

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The main focus of wealth management firms today is to fulfill the investors need or provide simplicity, able to meet their financial goals and consolidated management of assets. This Mutual Fund software for distributors is the only provider that owns and integrates robust technology to help you improve service to your clients and streamline their experience with your firm . For more information visit @- https://www.redvisiontech.com/

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Providing online experience to your client is not so feasible as many of the investors of all ages are using mobile apps to access their financial information.This Mutual Fund software for IFA has a client portal that can provide your firm with cutting edge technology ,thus attracts and retains your clients for today and tomorrow.Redvision’s Mobile App is also the advanced option to amaze your clients and prospects.For more information visit @-https://www.redvisiontech.com/

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Wealth E office provides an easy exporting methods. This Mutual Fund software for IFA strengthens your firm’s relationship with your clients with the ability to create and customize PDF reports.You can easily use this export facility to deliver custom reports via mail through PDF export to your clients.For more information visit @-https://my-eoffice.com/mutua...

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