top mutual fund software in india – Page 10 – REDVision Technologies – No.1 Fintech Company | Top Mutual Fund Software for Distributors

How Mutual Fund Software for IFA Generates Expected Results?

The advisors functions are unlimited while handling the portfolios of multiple clients and not easy to deliver high returns on each portfolio without any assistance. The advisors need a technology which is capable to perform tasks on behalf of the advisors and smoothly operate the management of the business. The REDVision Technology has introduced Mutual Fund Software for IFA which boosts the performance of the portfolio in order to earn lucrative returns.

Benefits of software:

Goal based investment for better results.
Improves business transactions and productivity.
Several report generation for tracking status.
Anytime access from any device.
Highly advance features for complex issues.

Issues without having software:

No data management.
Difficult to serve each client.
No goal based investment or planning.
Typical to retain clients for long term.
High cost of transactions.

The platform is essential for every business and advisors to exist for long term in the market and to compete with the rival firms. Those businesses have maximum chances of getting success which have adopted software for accomplishing back operations of the business and also are doing well along with setting benchmarks in the industry.

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

More Power to Advisors with Portfolio Analysis: Here’s How

The tracking of investment is crucial for every advisor in order to ensure the status of invested funds as whether moving in expected direction or not. Most of the time the entire invested amount of clients converts into loss just due to ineffective analysis of portfolio and poor assessment of market trends.

With no proper strategy to analysis portfolio advisors will find difficulty to deliver expected returns and also retaining clients for a long will become a massive issue. Assessing every movement in the values of investment is must in order to stay in the investment market.

Portfolio Analysis at a Glance

Since the advisors got the facility to perform analysis of investment with the help of technical tool the entire scenario and method of assessment has been positively changed. The advisors are performing investment assessment more accurately and precisely. Also the representation of information via inclusion of charts and graphs made it easy for clients too for the purpose of interpretation.

Analyzing portfolio is a technique to ascertain 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.

Output of analysis

Top equity and debt holdings can be ascertained.
Allocation of investment under different schemes is presented.
Current valuation of investment is identified.
Funds can be diverted for higher returns.

The Mutual Fund Software in India has made the business of advisors convenient to operate and also manages multiple functions on their behalf. The software like Wealth Elite is attracting attention of advisors which is developed by the expert team of REDVision Technologies having specialization and quantum of experience in the domain.

The level of features and facilities offered to advisors are proving too worthy which are becoming a valid reason for the expansion of business. Simultaneously the revenue and lead generation capacity has been increased and dropping a positive lasting image on the firm of advisors.

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

Worried of Accurate Financial Plan to Invest Client Funds?

An effective planning is always one of the most essential factors to achieve the predetermined objectives in most suitable manner. The financial planning drives the way to achieve the goals within stipulated time. The efficient strategy guides right direction to the advisors which help them to extract desired returns for the clients.

Most of the advisor jumps into the business of financial advisory but due to lack of knowledge and insufficient experience they take their firm on the verge of closure. The inconsistent pattern of transactions and lack of investment blueprint is the foremost issue that sinks the entire investment made in the schemes.

Financial Planning: A perfect guide for investment assistance

Manual assessment of investors risk and investment potential is a thing of past where the numbers of clients were very few and the movements in the values was limited. With the drastic increment in the percentage of investors preparing a financial strategy for each individual separately is must.

A financial planning is process of assessing the risk of client at very initial stage before entering into the market of investment. It involves recording sources of aggregate income and expenses that helps to derive the risk factor associated with the investor.

What does it do?

Prepares consolidated action plans for investing funds.
Assets, liabilities, income and expenses are considered for risk evaluation.
Diversifies funds through asset allocation.
Presents financial ratios to verify client’s financial feasibility.
Displays information in summarized and chart based format.

The changes that arrives in business:

Smooth functioning and circulation of funds.
Investors get satisfied with desired returns.
Blue print for investment strategy is available.
Reduces the risk from investor’s amount.

The Mutual Fund Software like Wealth Elite developed by REDVision Technologies is popularly known for its systematic financial planning which reduces the work burden of the advisors and generates accurate results within the set deadline. The financial planning proves itself as an integral part of software and beneficial for both the advisors and investors. The calculation of various ratios determines the performance of the client’s profile and also depicts the financial viability along with potential to bear risk in mutual fund market. It also facilitates to sort clients based on risk associated with their profile in order to form same kind of strategy.

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

Volatility is a Volumetric Issue for IFA’s

During the uncertain times none of the business left from the impact of pandemic and affected the operations and revenue at a severe stage. Although fluctuations are always assumed to be a part of investment segment which generate gain for one when the other suffers loss but unexpected movements proves disastrous for every investor.

The consequences of a bad investment strategy is not only suffered by investors but the advisors as well which ruins the goodwill and long term engagement of the clients along with the future prospects.

So, what can be a solution?

Risk and rewards are inseparable to each other as without bearing risk acquiring gains isn’t possible. Thus the advisors need to put the funds of clients into risk but the same risk should be a calculated one. Here definitely you’ll ask about how to take calculated risk? The obvious answer would be technology because even human makes mistakes in performing same sort of action but the software and tools does the same action with accuracy all the time.

Today’s business operations involve several complexities and attention of IFA’s personally on every aspect of business activity cannot be thought of. However, Mutual Fund Software are specially designed to deal with every aspect of the advisors business which assumes the risk associated with investment and deals in volatile market to achieve the planned returns.

How Financial Software facilitates in dealing with volatility?

Reduces risk from the funds with effective investment strategy.
Generates stable returns even in highly fluctuated market.
Adopts diversified investment pattern.
Suggests for redemption to save funds from loss.

Not all the wealth management software has potential to deal in fluctuated market, only the software developed by the experts of financial and technical domains are capable to do so like REDVision Technologies who have attained the heights in the industry by introducing software like Wealth Elite. The platform is exclusively designed for portfolio management of clients to deliver the optimum results.

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

How REDVision Technologies is Becoming The First Choice of Advisors?

In current era inception of a business without recruiting technological platform cannot be assumed just because a firm ignoring the latest tools is itself planning for its closure even before establishment. Many advisors in the mutual fund industry are fed up of facing several and consistent issues in dealing with clients and get failures in delivering uninterrupted services which results in loss of client retention. In order to conquer all such issues RedVision’s Mutual Fund Software proves effective in solving all complexities on behalf of the advisor. The inclusion of various premium and advance features makes it stand apart from the software of other companies.

Reasons for selecting REDVision’s software

Strong after sales support to grow advisors business.
Extraordinary management and retention of client information.
Fully capable to deal all primary operations of advisors business.
Secured platform for data storage of clients and instant access.
Different significant modules improve productivity like Goal GPS, Rebalancing and many more.

The advisors depending upon the manual process of operations are facing multiple issues and among them most of the businesses are on the verge of closure due to ignoring the dynamic changes in the industry and lack of adaption to latest technology. Contrary the firms predicted the upcoming changes and molded into the same are growing continuously along with satisfying the needs of every client.

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

How REDVision Technologies Assisting Advisors in Managing Business?

The advisors are the key persons who play an important role in the investment markets and effectively utilize the funds of the investors in order to deliver them their expected returns. As the number of clients is numerous it becomes typical to manage portfolio of each and every investor, thus requires a tool that can deal on their behalf effectively. The REDVision Technologies helps such advisors by providing a platform in the form of Mutual Fund Software where the portfolio of every investor can be easily monitored and ensures improvement in the status of the funds.

Benefits to advisors

Secured Digital Platform: The websites and applications are backed by high security and the data is stored at cloud servers which can be accessed from any device irrespective of location barriers. The digital platform facilitates interrupted transactions amid the investor and advisors.
Goal Based Financial Planning: The advisor can provide a detailed investment planning to the investors to extract the optimized return from the market while minimizing the risk from the funds and also suggests roadmap to achieve the planned goal in the desired manner.
Complex Solutions: The Software and Websites are developed with a view to eliminate every single problem of advisor facing in the investment market. The software is embedded with highly advance feature that never allows your business down.

The firms forecasted the upcoming changes and molded into the same are growing continuously along with satisfying the needs of every client. The latest tools help the firm to predict the future changes and assist in adapting the same to remain unaffected and also to retain the same market share for the company.

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

How Mutual Fund Software For IFA Reduces Business Risk?

The advisors business contains high risk as it involves managing portfolio of multiple investors at a time in order to deliver desired return to each client without suffering loss on the invested amount. The management of these multiple portfolio manually isn’t possible for advisor and thus need an assistant who can help advisors to deal effectively with all such portfolios. To ease the operations of advisors the REDVision Technologies has introduced the digital platform in the form of Mutual Fund Software for IFA which conveniently regulates multiple portfolios of the clients.

Advantages to the advisors:

Multiple transactions can be performed.
Retain clients for long term while attracting new one.
Several clients are easily managed and get services.
Financial calculators for estimating future returns
Systematic reports generation for investment planning.

Issues without having software:

High cost of transactions.
Difficult to serve each client.
No data management.
Typical to retain clients for long term.
No goal based investment or planning.

The digital platform is essential for each business and advisors to exist for long term in the market and to compete with the rival firms. Those businesses have maximum chances of getting success which have adopted software for accomplishing back operations of the business and also are doing well along with setting benchmarks in the industry.

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

How Mutual Fund Software For Distributors Circulates Funds?

In order to earn lucrative returns over the investment, it is necessary for the advisors to regulate the flow of funds in the economy also to reduce the chances of loss which assist in securing returns. In order to overcome this challenge Mutual Fund Software for Distributors by REDVision Technologies is introduced who can play relevant subsidiary role in circulating funds of the investors and that too with maximum efficiency. The method of dealing with clients has been changed as several tasks are facilitated to perform through digital platform without any interruption.

Advantages to business of distributors:

Assist in improving sales for the advisory business.
Multiple assets and investments of clients are easy to manage.
Simpler actions and process for performing transactions and dealings.
Convenient management of bulk clients.
Uninterrupted delivery of service at effective cost.
Continuous flow of funds.

The method of trading and investment is way too easier after the arrival of technological platform which enhanced the standard of investment. Even the business of advisor attained potential to gain success within a short span through management of several clients at a single time. The worth of the software is crucial in the firm of advisors as it coordinates with all sections of a business to generate favorable results in the interest of the owner.

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

How Mutual Fund Software Adds Efficiency to Advisors Business?

The business of financial advisory involves lots of complexities in its operations as the market is highly volatile and the investor’s funds always possess a risk of loss. In such scenarios advisors need an assistance having potential to convert the challenge into an opportunity that reduces the risk from the funds of the investors and delivers desired amount of returns. The Mutual Fund Software developed by REDVision Technologies fulfills the wish of the advisors and eases the operations. The tasks become simple and managing all clients can be easy.

Some issues advisors face without having software:

Diversified investment of client’s funds is not possible.
Suffers heavy losses without accurate prediction of movements.
Scheduled alerts and financial planning becomes difficult.
Unable to manage investment of different schemes.
Investment in vivid assets cannot be managed.

In order to deal with all above issues it is must for advisors to have a tool which take cares of their client’s portfolio and suggests all suitable actions in the interest of investors that improves the status of investment and make them expert in highly volatile market. The technical assistance is must for every business and advisors to survive long term in the market and compete with the rival firms. The firm has maximum chances of getting success which has adopted software for accomplishing back operations of firm.

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

How Advisors can Manage Clients with CRM?

The clients are the assets for any form of business as they are the reasons behind success or failure of any business. The advisors need to maintain smooth relations with their clients in order to pursue the activities of the business. Even the revenue of the firm depends upon the clients satisfied with the services of the firm. The REDVision Technologies developed the Mutual Fund Software for IFA and Distributors to assists the business in retaining their clients for long term which ensures the survival of the business.

Features of CRM

Bulk investors can be added at same time.
Secure documents of investors for quick transactions.
Manage numerous clients through single click.
Easy access to details of entire clients list.
Grouping of clients based on family is effective feature.
Event manager reminds you all significant events of clients.

Problems without CRM

Weak relations with the clients are formed due to improper support.
Fails to inform about premium renewal and maturity of policy.
Handling numerous clients becomes hectic process for advisors.
Timely services are not delivered due to which advisors suffers loss.
Manually data is recorded which proves costly and time consuming.

The main objective is to generate revenue for the business by driving sales and assist in the operations of business. The CRM module in the mutual fund software is a perk for all the advisors and distributors to draw productive and profitable results.

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