Wealth eoffice demo presentation
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Transcript of Wealth eoffice demo presentation
REDVision Computer Technologies Pvt. Ltd. is a diversified IT solutions company offering world class B2B application services since 2006 to help organization exceed its technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance.
We offers a mature and seasoned team for implementing ideas in real business. The team's exposure in software implementation, Product ranges starts from Wealth Management ERP system which is currently used by more than 340 CFPs and MF Advisors across 75 cities in India who are providing professional advisory services to 92000 satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the India’s largest Online wealth management software providers, other product ranges from financial website development, Financial tickers & Financial Planning software. With diverse implementation exposures, REDVision Technologies has good grasp over Financial Domain & Technologies and quality implementations are mandatory for us.
REDVision Financial Products
Why REDVision eoffice? • First Software in India builds according to ‘No Entry Load’ scenario.
• Wealth Management with Financial Planning Model keeps you ahead of competition. • Ideal for Fee based Advisory model to increase 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.
• Auto SMS/Email Funds Valuation, Insurance, FD & Postal Maturity & Birthday to Client. •100% web based, Freedom to access your eoffice from anywhere in the world.
Control Panel View
Products covered in Wealth Management System
o Mutual Funds
o Equity
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/Email
Individual Wealth Report
Strategic Advantage of eoffice.
Information = Opportunity
Now you know:-
•How much Bank FD, KVP, Bonds, PO, LI, GI, MF, Equity, 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
MF
Extended 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 customers.
A new customer acquisition is 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
Wealth Eoffice Uploads CAMS, Karvy, Sundaram, DWS and Franklin Templeton Transactions Automatically from Registrar on daily basis without any manual
intervention.
Wealth Eoffice Uploads CAMS, Karvy, Sundaram, DWS and Franklin Templeton Transactions Automatically from Registrar on daily basis without any manual
intervention.
CamsCams
KarvyKarvy
SundaramSundaram
DWSDWS
Franklin TempletonFranklin Templeton
ServerServer
Automatic Update at Your OfficeAutomatic Update at Your Office
How this system works?How this system works?
Daily
Tra
nsa
ctio
n
File
sD
aily
Tra
nsa
ctio
n
File
s
Uploaded at 7.00AMUploaded at 7.00AM
Get Freedom from Daily Manual File Uploading, Give more time to Clients instead!!!
Get Freedom from Daily Manual File Uploading, Give more time to Clients instead!!!
LI
Life Insurance ManagementFollowing Features Included in Life Insurance Management
Module
Enter New Policy
Get Due List For LI Policies
Paid Premium details of Policies
Update Or Delete Policies Entered Previously
Get LI Transaction details of each client
Get List For LI Holders
General Insurance Policy Holding Report
GI
General Insurance ManagementFollowing Features Included in General Insurance Management
Module
Enter New Policy
Get Due List For GI Policies
Enter Policy Renewal details
Update Or Delete Policies Entered Previously
Fixed Deposit Investment ReportFD
FD/ Bond ManagementFollowing Features Included in FD/Bond Management Module
Enter New FD/Bond
FD Maturity List
View/Update Or Delete FD Details
FD/ Bond Holder List
Post Office Investment Report
PO
Post Office ManagementFollowing Features Included in Post Office Management
Module
Enter New PO Business
Postal Maturity List
View/Update Or Delete Postal Details
Postal Investor List
Direct Equity Holding Report
EQ
Direct Equity ManagementFollowing Features Included in Direct Equity Management
Module
Enter Bought Equity Details
Enter Sold Equity Details
E Equity Holding Report
Equity Transaction Report
Delete Equity Transaction
Created with International practical Approach especially for “Indian” Clients.
Consulted by Team of CFPs, CAs, MBAs, having combine Work Experience of more than 100 years.
More focus on simplicity with comprehensiveness to address client’s need.
Huge plan storage capacity because you may review plan of a single client 100 times in next 10 years.
It’s Online: Access from anywhere any time, no geographical limitation.
Unique 6 Methods for Life Insurance Need Calculation.
Self Developed ‘PERP Method’ to calculate exact amount of monthly pension at the time of retirement.
Retirement Corpus utilization table to make clients comprehend the post retirement cash flow scenario.
Ample space to add products suggestions and recommendations in the plan.
PDF Conversion & storage facility.
Financial Planning Software
Add more details
Tabs for filling FP Data
Unique “PERP Method” to Calculate accurate Pension
amount.
6 Methods for Life Insurance Sum
assured Amount Calculation
Save & Submit to Generate Primary Financial Plan
Primary Financial Plan
We are on Front
Page of Financial Plan.
A Primary Financial Plan
some thing like Diagnosis
Report for a Doctor.
Now the Financial
Planner’s work starts
here, you can add
recommendations,
Suggestions & solutions
for improvement in
financial health and on
different Goals, Will
Creation, Asset
Allocation, Life Insurance,
Health Insurance,
Retirement Planning etc.
Table of Contents
It will help you and your
clients to view the areas
covered in the financial
plan.
Define Fee Structure
This is a part of “Letter
of Understanding”, It is
always recommended
to agree with a client
on a fee structure in
various heads and
signed it up to avoid
any confusion in
future.
The Fee structure is
generated along with
“Letter of
Understanding”, it will
be saved with
Financial plan, So that
you can view or review
any time in future.
Suggest a Will.
This page will be
added when you click
on the check box in
the personal
information under
head “Suggest a Will”.
Income & Expenses
This is one sight view
of client’s entire
monthly income and
expenses with pie
chart. When you have
to suggest on expense
cutting it is always
better to have a
expenses distributed
view for better
understanding.
Asset Liability & Networth
Your Doctor always ask
about what drugs you
are already taking
before prescribing new
one, same way you must
analyze current asset
allocation and till what
extend these asset can
help clients in
achievement of goals.
Liabilities & Liabilities & Networth AnalysisNetworth Analysis
Liabilities Analysis sheet
give a brief overview on
EMI out flow, total
outstanding, rate of loan
and liability holder which
is useful in taking
various decisions
regarding priority in loan
repayment.
The Net Worth Shows
How Much Money Would
be left if Everything
Owned was converted
into cash and used to
pay off all debts.
Ratio AnalysisRatio Analysis
Ratio Analysis helps you
in finding symptoms of
Financial Disease, so
that you can take
corrective actions on
time to improve in the
same.
Ratio Analysis
includes
1. Reserve/Surplus
Ratio
2. Saving to Surplus
Ratio
3. Debt to Income
Ratio
4. Liquid to Networth
Ratio
5. Solvency Ratio
6. Debt Asset Ratio
Asset Allocation Asset Allocation AnalysisAnalysis
Asset Allocation analysis
forms the foundation of
any financial plan. In
fact, determining the
right mix of stocks,
bonds, cash and other
asset classes may be
your one of the most
important investment
decisions.
Before reaching any
concrete decision it is
must to analyze what
client already owned, FP
Samurai provide
analysis on Asset
Allocation, Return
Efficiency level,
Expected Return
Delivery, Asset Liquidity
Level.
Life Insurance Life Insurance AnalysisAnalysis
A financial plan should
cover all areas of your
financial needs and
should result in the
achievement of your
goals. The scope should
cover areas such as risk
management and
insurance techniques
that would protect your
goals against any
unforeseen calamity.
We Provide 6
Methods of Life
Insurance Need
Calculation which
gives you scope to
protect Income,
outstanding loans,
Goals & Expenses etc.
Life Insurance Life Insurance RecommendationsRecommendations
Life Insurance need
Calculation is like
diagnosing the patient
and finding the
deficiencies, but main
part of solution is to
suggest the medicines,
in same way life
insurance analysis will
calculate the sum
assurance amount but in
Recommendation
section you can suggest
the scheme name, type,
sum assured, yearly
Premium and tenure,
also you can add
multiple policies and
reason to suggest the
policy in the last.
Health Insurance Health Insurance AnalysisAnalysis
Health Insurance is one
of the important factor
of financial planning for
your client. In the recent
survey, it shows that
India has the highest
number of diabetes
patients in the world.
This section not only
provide the health
insurance need
details but also give
you panel to add
policy details and
recommendation
which will be saved
permanently in your
desk.
Asset Allocation Asset Allocation RecommendationsRecommendations
Research has shown
that choosing right asset
class has highest impact
on returns, FP Samurai
gave u featured
recommendation panel
which compare current
asset allocation with
buy/sell Action.
Contingency Fund Contingency Fund ArrangementArrangement
Here FP Samurai makes
difference of creating a
contingency fund
arrangement separate
for husband & wife (if
both are earnings)
according to household
monthly living expenses.
Goal Plan Analysis Goal Plan Analysis and and
RecommendationsRecommendations
Goal Planning section
give a separate
roadmap of your each
goal with Advisor’s
Recommendations, Goal
planning also includes
“This Goal has Been
PROTECTED” Seal if the
goal is insured by Client.
Goal Planning Goal Planning
Includes following Includes following
Goals:Goals:
- Child Education
- Child Marriage
- Retirement Planning
- House & Car Planning
- Holiday Planning
- Self Education & other
Goals
Retirement Planning Retirement Planning With Post Retirement Cash With Post Retirement Cash
Flow and Flow and RecommendationsRecommendations
Retirement is a very
important Goal in Financial
Planning, Client wants a
fool-proof pension plan with
cash flow statement till the
end of life.
Retirement Planning Retirement Planning
Includes:Includes:
- Find how much pension
required with the help of PERP
Method.
- Gives a corpus needed to
form a retirement kitty.
- Gives Complete retirement
amount utilization cash flow
that will be near to zero at the
end of life.
* Image is fade due to lack of
space, please go for live demo for
actual look & feel.
Important Important Disclosure Disclosure
This section is necessary
important disclosures, you
can insert/edit/delete
yours points also.
You can also Generate
Financial Plan in PDF
Format by clicking on
“Generate Final
Report” in the last of the
page.
Financial Plan Financial Plan StorageStorage
Software has storage area
with unlimited capacity
which can save all
Financial Plans of clients
from First plan to each
review and there is one
click email sending panel
which will send an well
drafted email to your
client with attached
Financial Plan in PDF
Format.
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
Automatic SMS & Email System
• 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”
Automatic SMS & Email System
Automatic Lead Generation From Your Clients Get New Customers, Without Any Hard Work
January April July December
You + 5 Clients
You +5 +25
You +5 +25 + 125
You +5 +25 +125 + 625
Clients
Online Reference System
How it will Work:
When your 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, his friend will get SMS:’
Every Reference contact details will be stored in you software.
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: 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)
RED Vision Computer Technologies Pvt. Ltd.( An ISO 9001:2008 Certified Company )
Registered Office:Bansi Trade Center LG-11,581, M.G. Road,Indore 452001 (M.P) INDIA
+91 731 40 26004+91 731 32 28571
E-mail : [email protected] : www.redvisiontech.com
Contact Us
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.
DISCLAIMER