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Know How Mutual Fund Software for IFA is Connected with Business Growth?

REDVision Computer Technologie 2021-07-22

The progress and achievements of a firm is identified through the updated tools and technology it has which also assists them in competing in the market for securing higher position.

The distributors can stay more focused on acquiring new clients for the business while the subsidiary tasks are handled by the digital platform with no issues or restrictions.

Such innovation is brought into existence in order to stimulate the progress of advisory business through systematic management of all operational staffs.The Mutual fund software for IFA developed by REDVision Technologies is a bundle of solutions for the advisors to deal with numerous clients at a single time without ignoring the interest and benefit of any other investor.Privileges to distributorsServices are easy to deliver through single click.Quick management of entire wealth held by investors.Convenient management of bulk clients.Simpler actions and process for performing transactions and dealings.Continuous flow of funds.Therefore it can be easily understood that having existence of the software has brought significant changes in the firm and pattern of dealing in the market.

Even maximum interruptions has been reduced which is strengthening the relations between the parties.

The method of trading and investment is way too easier after the arrival of technological platform which enhanced the standard of investment.For more information, visit @-https://www.redvisiontech.com/

Does Mutual Fund Software Increases Business Efficiency?

REDVision Computer Technologie 2021-07-13

The distributors have a wide range of connection with clients and managing bulk clients is not an easy task.

In such scenarios one definitely needs a technical assistance having the potential to handle all networks simultaneously without ignoring the interest of any single party.In order to overcome this challenge Mutual Fund Software is introduced who can play relevant subsidiary role in performing back office operations and that too with maximum efficiency.

The REDVision Technologies is the top provider of such platform which helps in dealing with clients and facilitates to perform through digital platform without any interruption.Benefit:Improves revenue for the business of advisor.Effective management of different assets held by investors.Manages large network of distributors with efficiency.Instant evaluation of portfolio stimulates investor’s profile.Multiple features solve various issues of advisors.The value of the software is crucial in the firm of distributors as it coordinates with all sections of a business to generate favorable results in the interest of the owner.

Thus the software is required from all perception and works in the interest of distributors and distributors for growing business and improving customer satisfaction till the long term.

Also, maximum interruptions has been reduced which is strengthening the relations between the parties.For more information, visit @-https://www.redvisiontech.com/

Know How Mutual Fund Software for IFA Solves Problems of Businesses?

REDVision Computer Technologie 2021-07-08

The investment segment is highly volatile and not easy either for the distributors or investors to survive just due to movements in the stocks based on events, news or incident.

Many distributors firm came on the verge of closure because of ignoring technology improvement in the industry.

Since the launch of Mutual Fund Software for IFA the reality for distributors has been changed as the new emerging technology have made it easy to handle complex task and operations of business.

The productivity of the firm has been upgraded for those distributors who adapted the dynamic change.Conducting business activities and pursuing transactions has become convenient for distributors through the Mutual Fund Software which not only proved beneficial for IFA’s but also for the investors.

The technical platform facilitated in dealing with the challenges that arrives in the field of investment.Benefits to distributors through software:Conversion of difficult and challenging task into convenient process.Systematic financial planning for client’s portfolio.Paperless record of important information of clients.Quick interaction platform for distributors and investors.Bulk management of users and distributors of the business.Special Features:Data Management: The software manages the data of clients on behalf of advisor which reduces the operational cost for distributors and thus helps in securing more revenue for the business.Business Assistant: The software is personal assistant of distributors which perform advance operations in the benefit of business and ensures growth of the business at reasonable cost.Financial Calculators: The advanced financial calculators assist distributors in performing complex calculations of returns for the future that can be achieved through present investment.The distributors following traditional method of business management are on the stage of closure because staying rigid to the same technology makes the whole business obsolete and cannot generate anything rather than loss for the business.

Thus, it is better for distributors to stay being adaptive towards latest techniques in order to secure the major position in the industry.Those distributor moved along with the dynamic changes are at the better positions and setting a benchmark in the industry for competitors.

Does Mutual Fund Software Predict Future Fairly?

REDVision Computer Technologie 2021-07-02

The investment market has always remained a subject of risk and high uncertainty having the capacity to ruin the funds of clients within seconds.

The distributors investing the money of clients with no expectations of future performance put the funds on high risk that may cause heavy loss to the clients.

To prevent uncertainty having a proper research is must that allows investing the funds in the right direction.The Mutual Fund Software efficiently measures the performance of the clients funds in the near future based on which schemes selection is done.

The REDVision Technologies presents fair research results.BenefitsFair comparison of schemes before investing funds.Assess dividend history for future performance.Calculate future results on the funds.Deliver expected results to the investors.Measures productivity of the investment.In absence of the research facility the distributors faces consequence in managing the funds of the investors and suffers loss.

While the distributors who perform research before investment gives high results to the investors and strengthens the relations with the clients.Thus it is advised to the distributors to adapt the wealth managing platform in the business in order to meet the expectation of clients without bearing any high risk.For more information, visit @-https://www.redvisiontech.com/

Why Mutual Fund Software for Distributors Assess Portfolio Constantly?

REDVision Computer Technologie 2021-06-29

Every investors eagerly wants to know the status of invested funds as whether the portfolio is generating expected gain or not and it’s a obvious thing because the funds are put on risk with a aim to acquire high results.

Gathering gain/loss summary of each investor manually by advisors cannot be assumed because the process involves lots of calculations and complexities.

Thus to make the same process simpler a Mutual fund software for Distributors is developed by REDVision Technologies that is fully capable to present the profit and loss report instantly.Features:Option to generate future scenarios of investment.Overall details of purchase, redemption and switch in.Accurate investment values on current date.Estimate investment result for any duration.Presentation of investments with graphs and summary.Therefore, the advisors need to have the relevant feature in order to maintain full transparency with investors pertaining to their portfolio.

It even assists advisors in developing further strategy of investment suitable to the profile of the investors after analyzing the risk and financial soundness of the client.The advisors through sharing the relevant report can deliver the fair statement of investment through which gaining investors trust becomes easy.

Along with it can help advisors to make changes in the current strategy, in case the results are not favorable or below expectations.For more information, visit @-https://www.redvisiontech.com/

Know Why Mutual Fund Software Facilitates Portfolio Analysis?

REDVision Computer Technologie 2021-06-26

Portfolio Analysis assists distributors in ascertaining the fair status of investment that even guides the further action to be adopted for getting higher returns than present.

The allocation of funds under different segment can be identified quickly through a single click.Distributor’s needs to keep a constant eye on the portfolios of each client in order to deliver the expected rate of return on the amount of funds invested.

Assessing every movement in the values of investment is must in order to stay in the investment market.Benefits of Portfolio AnalysisMeasures performance of funds.Proper utilization of client’s investment.Presents investment in each segment.Sector wise exposure details.Issues without feature No platform to measure funds productivity.Improper investment pattern.High risk on invested amount.Hard to deliver profit.The monitoring of funds through Mutual Fund Software is must for distributors to ensure the progress of funds whether they are achieving expected growth or not.

It even helps them to adapt changes in the existing strategy of investments to bring back the investments on the right way.Presentation of portfolioThe analysis of portfolios is presented in info graphic format i.e.

with the help of charts and graphs which makes the interpretation of the data and investments value easier for the clients.

The distributors can identify the assets allocation for effective utilization of invested funds in the form of debt and equity investments through Mutual Fund Software in India.

How Mutual Fund Software Furnish Complex Reports?

REDVision Computer Technologie 2021-06-16

In the business of mutual fund distribution, reports plays an integral part in managing the funds of the investors as without reports fair status of the funds cannot be identified which can mislead the progress of the funds.

The formation of reports with accurate data is must in order to present the reliable status in front of the clients.The Mutual Fund Software developed by REDVision Technologies provides fair and accurate reports that reduces the efforts of the distributors as well and presents the complex calculations into simplicity.AdvantageQuick presentation of funds within few clicks.No extra efforts of the distributors for calculation.Send reports to clients easily.Regular monitoring of clients funds.Measure progress of the investment at each stage.Without the feature the distributors suffers issue in preparing reports and deals with complexities that affects the survival of the business.

Therefore the distributors should have the facility to prepare reports easily.In order to remain competitive in the market the distributors have to adapt the technology with the latest feature that helps in capturing the major percentage of market and attracting new investors on regular basis without any issue.For more information, visit @-https://www.redvisiontech.com/

How REDVision is giving Advisors an Innovative Vision to Run Business?

REDVision Computer Technologie 2021-05-31

Any individual or institution working with a particular vision automatically formulates the path to achieve the same within the deadline.

But what if you don’t have any vision pertaining to your operational stuff?

Probably the output will be unfavorable and invested efforts prove worthless just due to lack of certainty in directions.

The REDVision’s Mutual Fund Software which is popularly known as Wealth Elite is the ultimate tool that associates a vision with the business and urges the advisors to stick with the same unless the objectives are achieved.

REDVision Tech always stands by the side of advisors irrespective of the market scenarios and pushes them to attain the top position in the industry.Why we are the top providers of Fin-tech Solutions?Systematic and unique presentations of reports convince the clients for advisors.Advance features fulfilling the specific requirement of advisors.Customized solutions are available as per demand of businesses.Expert in developing wealth management software, financial calculators and ERP system.

What advantages do advisors get?Systematic goal planning for client’s investment objective.Quick monitoring of funds made actions convenient.No chances of errors and omissions via software.Strong after sales support to grow advisors business.Recommendations for investments as per investors risk.Highlighting Features:Integrated Modules.Customized Solutions.Secured Transactions.AI Features.Encrypted Portal.In context of satisfaction we believe in qualitative solutions to advisors that too at reasonable cost ensuring the progress of business.

Does Mutual Fund Software Deals with Heavy Fluctuations?

REDVision Computer Technologie 2021-05-26

Since the investment market involves high risk based on continuous changes in the investment values, the distributors dealing in the market with the funds of the clients should effectively manage the entire portfolio of the investors as a wrong decision can affect the portfolio which may result into great loss.

Using a well structured financial platform the distributors can deal with the volatility of the market.The Mutual Fund Software offered by REDVision Technologies has the capability to deal with fluctuations of the market as it prepares the distributors to overcome the uncertainties of the future.FeaturesAscertain upcoming trend based on past results.Prepare strategy to overcome fluctuations.Generate desired results on investment.Assess probable future output of investment.Deep analysis on past strategies.Without the presence of the assistive platform the distributors have to face consequences which deliver negative returns on the funds of the investors.

In order to stay away from such scenario the distributors should go for the financial platform that initially prepare the business to deal with every issue.Thus it is recommended for the distributors to go with the wealth management solution that eases the working and also assist in operating functions of the business.For more information, visit @-https://www.redvisiontech.com/

Is Mutual Fund Software The Most Trending Thing Now?

REDVision Computer Technologie 2021-05-24

The business of mutual fund advisory involves multiple tasks to be performed by the distributors and requires utmost attention in order to get the activities accomplished in desire manner.

Looking individually at all sides of the firm is not possible by the distributors and in such scenarios the need of an assistant arose which can be done through the technology.

Thus the Mutual Fund Software has its own demand in the business of the distributors due to its multiple benefits.REDVision Technologies helps the distributors in running the business smoothly through the financial platform that solves every business issue in the best possible manner.Advantages of Financial PlatformConvenient management of investor’s portfolio.Easy to furnish every report.All investors details at one place.Multiple features and facilities to improve business functions.Reduced investment complexities.In absence of having such technology the distributors find it hard to manage the entire business and maintaining the survival of the business goes typical for the distributors.

Also the cost of the firm gets affected without the updated tools.Therefore the distributors should possess the platform that eases the working in the business and improves the productivity which is possible through the wealth management software.For more information, visit @-https://www.redvisiontech.com/

Does Mutual Fund Software Predict Future Fairly?

REDVision Computer Technologie 2021-07-02

The investment market has always remained a subject of risk and high uncertainty having the capacity to ruin the funds of clients within seconds.

The distributors investing the money of clients with no expectations of future performance put the funds on high risk that may cause heavy loss to the clients.

Why Mutual Fund Software for Distributors Assess Portfolio Constantly?

REDVision Computer Technologie 2021-06-29

Gathering gain/loss summary of each investor manually by advisors cannot be assumed because the process involves lots of calculations and complexities.

Along with it can help advisors to make changes in the current strategy, in case the results are not favorable or below expectations.For more information, visit @-https://www.redvisiontech.com/

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DISCOVER

Is Mutual Fund Software a Secured Platform for Investors Investment?

REDVision Computer Technologie 2021-05-19

The investments are always seen as a riskier utilization of money and holds high chances of loss due to uncertainty in the values of the funds.

The distributors involved in business of money management of investor’s bear’s heavy risk as unsatisfactory services to any client can take business on the verge of closure.

With the change in the business techniques the distributors started managing business through digital platform.The Mutual Fund Software developed by REDVision Technologies is one of the secured platforms for the distributors to manage the funds of the investors which include various facilities.FacilitiesPassword protected access to the portfolio.No access to unwanted individuals.Control funds from any place with no issue.Secure documents of the clients at the platform.No chances of cyber theft.The digital platform is wholly secured as to enable the distributors in operating the business that assures success of the firm.

Without adapting the platform it becomes difficult to deal with the clients and handling the multiple clients at a time.Therefore the distributors need the wealth management platform in order to regulate the activities of the business that helps them in surviving in the market.

For more information, visit @-https://www.redvisiontech.com/

How Mutual Fund Software Promotes Virtual Dealings?

REDVision Computer Technologie 2021-05-17

Due to the ongoing global scenarios almost every business is suffering impact of shutdown as closure of business activities.

In such time only those firms are getting benefit that can operate whole business virtually through digital platforms.

The business of Mutual Fund Distributors can also be operated from the online software in the form of financial platforms that allows them to deliver constant services without any interruption.The Mutual Fund Software developed by REDVision Technologies is the best platform for managing the funds of the investors as it is backed with advance features and facilities.AdvantageOperate business from anywhere with no restrictions.Get entire control of business virtually.Deliver services to clients from few clicks.Online investment and transaction facility.More work at fewer efforts.The adaption of the platform is beneficial for the distributors as it reduces the cost of operations and reduces physical dependency of the advisors.

In absence of the financial platform the advisors get interruption in dealing with investors.The distributors should adapt the business changes and go for the technology that assists in improving performance of the business within current trends and changes.For more information, visit @-https://www.redvisiontech.com/

Here is Why Mutual Fund Software Allocates Assets?

REDVision Computer Technologie 2021-05-15

With the increasing risk in the market and high volatility the funds of the clients need to be allocated that ensures proper utilization of funds with reduced risk.

The allocation of assets focuses on reducing the risk of loss while to generate maximum results on the funds invested in the market.

The Mutual Fund Software invests the funds of the investors in different segments along with the debt and equity.REDVision Technologies provides the best financial platform to the mutual fund distributors through which the entire business is effectively maintained and managed.

It allows distributors to manage the portfolio of several clients easily.Why Allocation is Important?To diversify risk from the funds.To reduce the chances of loss.For optimum utilization of investment.To extract maximum output.Without allocating the funds of the investors the whole investments stays on high risk and due to high volatility more are the chances of loss.

In order to prevent funds from such danger the advisors need to allocate the funds in different segments.Therefore the distributors should focus on diversifying the amount of the investors in order to deliver the expected results with no more efforts.

Also the chances of attracting more client’s increases with the well planned investment and strategy adapted by the advisors.

Does Mutual Fund Software Deals with Heavy Fluctuations

REDVision Computer Technologie 2021-05-08

Know How Mutual Fund Software Assist in Promoting Business?

REDVision Computer Technologie 2021-04-27

Marketing business is essential for advisors in order to reach more clients and generate business; choosing right platform is foremost for advisor which targets more number of clients at low cost resulting in expansion of business within limited time.

White labeling is the solution which helps in promoting the business to extended level and makes the whole business convenient.REDVision Technologies offers the best Mutual Fund Software which helps advisors in advertising business at their own pace at effective cost.

The facility maximizes the potential of advisors to attract new investors from any place.

BenefitsDisplay own domain URL on the software address.Synchronize software theme with website theme.Reach many investors at a time.Low cost branding solution.Problems without featureLack of platform to perform business branding.High cost for promoting business.Issue in creating brand value.Difficult to compete with rivals.Thus feature of white labeling helps advisors in growing business within limited time that enhances the productivity of the entire business.

Also the feature reduces the operational cost of the firm that helps in focusing on main areas of the business to achieve excellent results.For more information, visit @-https://www.redvisiontech.com/

How Mutual Fund Software Verifies New Clients Through Video KYC?

Wealth Elite 2021-04-24

In the former times the business of financial advisors was totally dependent upon the manual operations which require focus on each and every activity of the firm.

The same thing involves huge efforts and cost of the advisors.

In order to reduce the efforts of the advisors and the operational cost the new and advance facility of video KYC has been introduced in the Mutual Fund Software by Wealth Elite that facilitates advisors in verifying new investors within no time.FeaturesSimple verification process.Collect multiple investors KYC at a time.Paperless method of verification.Low cost solution for advisors and investors.Check KYC status through the portal.Issues without the FeatureLong process of verification.Requires high cost to incur.Advisors need to collect physical documents of investors.Limited investors can be verified.Without assistance of the feature advisors find it typical to verify the investors within less time.

Thus having the updated facility is must for the advisors in order to compete in the rival market.

This feature also improves the performance of the entire firm as it focuses on reducing the efforts of the advisors and ensures maximizing the revenue of the firm.

How Through Mutual Fund Software Advisors can Win Over Competitors?

REDVision Computer Technologie 2021-04-23

Every industry possesses heavy competition within itself as the firms providing services aims to capture more market share and to lead the industry.

The success depends upon the technology and tools used by a firm which assist them in fulfilling their final objective.

Through the effective platform the advisors can deal with more investors within less time and at low cost.REDVision Technologies provides the best Mutual Fund Software solutions to the advisors which facilitates in performing operations of the business.

Distributors working with help of the platform are much ahead of those who are dependent either on manual operations or outdated technology.FacilitiesAdvance services can be delivered to clients.More number of investors can be managed.Constant alerts on investment of clients.Instant services from remote locations.Paperless format for operations of business.In order to excel in the industry the distributors must need to have the facility to operate business from any part of the world and helps investors in achieving desired level of output.

Also the productivity of the entire firm increases with the adaption of the latest resources and also helps in acquiring more revenue for the firm within less time.For more information, visit @-https://www.redvisiontech.com/

Here is how Mutual Fund Software Helps in Dealing with Uncertainty?

Wealth Elite 2021-04-20

The investment market always possesses risk and due to heavy volatility the funds have also chances of loss but the strategy decides the results on the invested funds.

The Mutual Fund Software reduces the chances of risk and helps advisors in delivering safe results to the clients within short period.

The advisors can also perform deep research before investing funds of the investors.Choosing right software is essential for the advisors that perform every function on behalf of the advisors like the financial software developed by Wealth Elite which includes every facility as per the requirement of the advisors.How to reduce uncertainty?Past performance and deep research.Future valuation of investments.Analyze dividend history.Goal based strategy and plan.Diversify investment pattern.Issue without softwareNo strategy for investment.High risk on invested funds.No platform for research.Inaccurate investment pattern.Thus advisors need to go with the financial platform as it induces the advisors to achieve more for the business and gives results within limited time.

Also the advisors can maintain relations with the investors in order to enhance the transactions.

The technology eases the operations of the business and ensures long term survival.

Is Mutual Fund Software for IFA Best for Research Purpose?

REDVision Computer Technologie 2021-04-19

Although advisors possess ample of knowledge for investing the funds of the clients but at some point they need assistance that assures their investment strategy which is possible through technology.

In lack of appropriate research the advisors find it typical to invest funds of the investors and don’t assure favorable results.

In order to properly invest and manage the funds the advisors need to adapt the trending technology.The Mutual Fund Software for IFA is best for researching schemes that gives best option for investing funds.

REDVision Technologies has made it possible for the advisors to conduct the research in effective form.Benefits of ResearchSelection of best schemes out of all.Maximum utilization of investor’s funds.Compare among different funds.Get various calculators within one place.Easily prepare model portfolio and factsheet.Challenges without ResearchNo specific strategy to invest funds.High risk on funds and chances of loss.No assessment of previous performance.Inaccurate planning will be formed.The advisors operating with accurate research are delivering expected results to the investors without any issue and improving the productivity of the business.

Also the research assures the strategy of the advisors formed for investing the funds of the clients.For more information, visit @-https://www.redvisiontech.com/

Best Research Facility in Mutual Fund Software for Financial Advisors

Wealth Elite 2021-04-17

Advisors recommendation to investors for schemes depends on the research performed in the initial level which decides the final output of the investment.

The more deeply an advisor performs research on the schemes, higher are the chances of delivering expected results to the investors.

The research conducted through Mutual Fund Software assist advisors in planning effectively for the funds of the investors.Wealth Elite provides the platform to advisors to enhance the research capacity that helps in bringing best results on the investment of the clients.

Advisors working with the assistance of the platform are setting benchmark in the industry.BenefitsAdvisors can evaluate past performance.Easy to ascertain future value of investments.Access to dividend history.Multiple tools and calculators.Issues in absence of featureDifficulty in ascertaining future value of funds.No access to past performance of funds.Difficulty in forming investment strategy.Lack of guidance in investing clients funds.Thus the advisors need to invest the funds of the clients with proper research that assures the safety of funds and gives desired results to the investors and advisors as well.

Without having the feature the advisors face various difficulties in providing effective services to the clients.For more information, visit@-https://wealthelite.in/