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Wealth Management System

Fees Billing System

Online MF Buying Website

About REDVision Technologies

REDVision Technologies is a diversified IT solutions company offering world class B2B & B2C application services since 2006 to help organization/client exceed its technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development, Application Development and Maintenance.

REDVision Technologies offers a mature and seasoned team for implementing your ideas in real business. The team's exposure in software implementation, Product ranges from Mutual Fund/Wealth Management ERP system which is currently used by more than 1000 satisfied users, Colleges Management ERP & Stand alone applications, Pharma company management ERP system and many more. With diverse implementation exposures, REDVision Technologies has good grasp over technology and quality implementations are mandatory for us.

REDVision Product Range

Wealth eoffice

Mutual FundsEquity Stocks

Life Insurance General

Insurance Health

Insurance

Bank FD Bonds KVP PPF MIS

Post Office RBI Relief Bonds NSC

eoffice Sample Reports

Why REDVision eoffice?  • First Software in India builds according to ‘No Entry Load’ scenario.

• Unique Wealth Management Model keeps you ahead of competition. • Billing System & Fee based model increase your earnings.

• Multiple products in a single portfolio, makes you a true ‘Wealth Manager’.

•This software have capacity to handle AUM of Rs.3000 Cr & more than1 Lakh Clients.

• Each client gets separate wealth account login to check net worth online.

• SMS Current Valuation, Premium due, FD maturity, Birthday & Anniversary to Client. •100% web based, Freedom to access your eoffice from anywhere in the world.

eoffice overview

Products covered in Wealth Management System

o Mutual Funds

o Equity (Stocks)

o Life Insurance ( All Companies)

o General Insurance ( Includes Health & Vehicle )

o Post Office, Bank FD

o Bonds and Debenture

o NSC, KVP, PPF, MIS, RBI Relief Bonds

Wealth Report on SMS

Individual Wealth Report

Strategic Advantage of eoffice.

Information = Money

Now you know:-

•How much Bank FD, KVP, Bonds, PO, LI, GI, MF, Health Insurance client have from other Advisors.

• You know when these products are getting mature

•With the help of this information you can suggest better alternative you offer.

Business Logic:-

More Cross Sell = Bigger Market Share

MFExtended Wealth Report

Family Wealth Report

When you click on Show

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.

Family Member’s Portfolio

User Friendly Reports Navigation

MF

Customer Satisfaction Determines Business Success

Customer Satisfaction

PerceivedServices

ExpectedServices

Some Fact about Customer Behavior

66% Customers are lost primarily due to indifference in Services

14% Customers are lost due to dissatisfaction

96% Customers don’t complain… they choose another advisor.

The customers who feel poorly served will tell between 8 and 16 people about their negative experience.

A WOW customer introduce you with at least 3 new customer

A new customer acquisition ten times more expensive than to keep a current customer. - Bain & Company Research

Customer Expectations are Normally Not Very High

BUT…Your Job is to Surprise Them

Customer’s “WOW” Level is Doing

What They Haven’t even imagined!!!

MF

MF

MF

MF

MF

LI

LI

Insurance Due List

LI

Paid Premium Record Panel

General Insurance Policy Holding ReportGI

Renew GI Policy Panel

GI

Fixed Deposit Investment Report FD

Post Office Investment Report

PO

PO

Post Office Maturity List

Data Management

Direct Upload from Registrar (CAMS, Karvy & Templeton) mail back files for Mutual Fund. Auto-creation of SIP/STP/SWP transactions from their masters. No entry required in MF. See uploading panel, Click image>>

The date of last time transaction & NAV file uploaded will be mentioned on wizard.

Facility of Entering data of Life & Non Life Insurance, Bank FD, Debenture etc. << See Insurance data entry form

What will happen when…

Your Client investing Rs.100000 for daughter’s 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 didn’t 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 couldn’t book it.

Set Triggers/ Alerts on SMS

Set Profit Booking Trigger Set NAV

Target Trigger

Set Target Date Trigger

Trigger by Achievement for a particular investment

• Life Insurance policy Maturity Reminders• General Insurance Policy Renewal Reminders • FD/ PO/ Bond/ Debenture Maturity Reminders• Life Insurance Pay Premium Reminder• 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”

Other Reminders on SMS & Email

Bulk SMS ConsoleSend Hundreds of SMS on Single

ClickSent SMS Report

Know the Clients whom SMS Sent

Get New Customers, Without Any Hard Work

January April July December

You +5

You +5 +25

You +5 +25 + 125

You +5 +25 +125 + 625

Clients

Online Reference System

How it will Work: Every Time when client ‘Logout’ from eoffice

He Will be Asked “Are you happy with our services?” There will be 3 Options “Yes” or “No” or “Close”.

If Client Click “No”, then he will reach to Feedback.If Client Click “Yes”, then these text will appear

“The Best Way to Thank Your ‘Wealth Manager’ is provide 5 references”

Your Client Will type Name of his friends & mobile numbers in the given fields & Click ‘Send’

Coming Soon in eoffice

Virtual Appointment Manager:

You can set appointment Date, Time & Client Name.

Wealth eoffice will Remind You Via SMS Before the Appointment Time.

“If There’s Any Delay, it’s you who Pay!.”

Virtual Appointment ManagerComing Soon in eoffice

☺Replace Your Earnings After ‘No Entry Load’.☺Flexibility to decide your own Fees.☺Module for defining the fees.☺Calculation of the Fees.☺Billing utility where bills would be uploaded.☺Bills Printing Utility.☺MIS / Income Reports.

You Can Charge your Clients in Following Ways.1) Up Front Fees Calculation.2) One Time Fixed Charges.2) Wealth Account Charges.3) Per Transaction Charges. ( Like Change of Address /Bank, Statements & Other Transactions).

Coming Soon in eoffice

Fees Billing System

Why You Must Have Online

• Online Mutual Fund Transaction is the Future of this Industry.

• You Can Offer This Facility From Your Own Website.

• Thousands of People Search Internet for Buying MF Online.

• Any One Can be Your Client, you can Target NRIs or Corporate Employees.

• You Can Offer This Facility FREE of Cost, As You Might Aware Other Online MF Distributor/ National Distributors ask to Open Account with Registration Fees.

• Your USP Will be the Wealth Account Facility to Online Clients.

*There are Extra Charges for Website Designing. You Have Option to Buy Wealth eoffice Without Website.

Online MF Transaction by Your Own Website*

Q: Is my data secure?A: Yes, the Linux server which is being used is highly 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: 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.

Frequently Ask Questions (FAQ)

Q: I Am Sub-Broker of National Distributor, What is My Advantage in Buying eoffice?

A: After Buying eoffice You Will Work For ‘YOURSELF’ as a ‘WEALTH MANAGER’ With Your ‘IDENTITY’ without ‘DEPENDANCY’ on Third Party.

‘YOURSELF’: After Entry Load Abolishment the Major Source Of Income is Trail, AMCs Providing Trail from 0.50% to 0.75% depending on Your AUM, While Major NDs Providing on an Average 0.30% Trail, Which Means if You Have AUM of Rs.1 Cr with NDs, You are Getting Rs.45000 less Brokerage Every Year.

‘WEALTH MANAGER’: Sub-Brokers who are working for NDs are pressurised to selling those products in which ND have more benefits, a true Wealth Manager offer those product in which Clients have more benefits, that’s why Advisors working independently are more successful & having bigger AUM in long term.

‘IDENTITY’: What would Happen If Mr. J P Morgan & Sir John Templeton were Sub-Brokers of any ND? If You Have AUM of Rs.100 Crores with NDs then also Nobody Know You, When Account Statement Reach to Investor Whose Name Printed on Broker/Advisor Place. In every business Identity is one of the biggest asset.

‘DEPENDANCY’: For Every Services like Account Statement, Brokerage, Flow of Information You are Dependent on ND’s Employee, It Increase the Chain Which Results in Increase Service Time & reduce Customer Satisfaction.

Wealth eoffice offers greater flexibility with economy to wealth manager who want to establish their own

brand name.

Frequently Ask Questions (FAQ)

- Michelangelo- Michelangelo

REDVision Technologies.

Office:Bansi Trade Center LG-11,581, M.G. Road,Indore 452001 (M.P) INDIA

+91 930 29 80808+91 930 19 70707

E-mail : query@redvisiontech.comWebsite : www.redvisiontech.com

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