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Financial planning software are management in investment (1)


Every individual's life Budgeting and money management is important task and to maintain life's money management their financial professsional and they give advice through finanacial planning software and Financial planning software and this software is integrated for financial professionals so that they give advice to thier clients for right financial management in investment,retirement,asset's and medical management etc and soon. – PowerPoint PPT presentation

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Title: Financial planning software are management in investment (1)

A Online Goal Tracking Software For Financial
Advisor Investors
Why Goal GPS?
Reason 1
  • Start Building Best Quality AUM with Goal GPS.
  • The Quality of AUM is Depend on how you sell
    the Funds.
  • If you Sell the Funds by
  • just showing market returns,
  • its the worst Quality AUM
  • The best Quality of AUM is when the investments
    are linked with lifes most Important GOALs, you
    can do it with Goal GPS by following 3 easy

Why Goal GPS?
Reason 2
  • Goal GPS is Guarantee to Generate New Business
  • Goal GPS is a tool for Mass, fit for 99 of
    your clients. The more investors went through the
    Goal GPS the more additional investment
    opportunity you generate.
  • Goal GPS Generate consolidated Business
    Opportunity Report for perfect management of
    prospective business inflow.

Why Goal GPS?
Reason 3
  • It change investors mindset, Convert Return
    oriented Investors to Goal Oriented Investors.
  • when market falls, Goal GPS Generate
    requirement for addition investments to achieve
    the Goal instead of showing loss to panic
  • So, next time when market fall get ready for
    more business .

How Goal GPS Works?
Step 1
  • Define goals with priority ranking and fix photo
    of family member.

How Goal GPS Works?
Step 2
  • Allocate Investments with Goals with flexibility
    of partial allocation.
  • Generate Future Projection of investments.
  • In Case of Shortfall, plan additional
  • Set SMS Email Reminder alerts for investment
    meeting to client before 7 days, 3 days on
    meeting day.

How Goal GPS Works?
Step 3
  • Generate report in HTML, PDF Word.
  • Can send PDF attachments on Clients Email on a
    single click.
  • Investor can track report on web login and on
    mobile app.
  • Advisor can schedule Email update on Weekly,
    Fortnightly, Monthly Quarterly basis.

Step 3
How Goal GPS Works?
  • Page 1
  • Goal Summary report with investors age at the
    time of goal execution.
  • Graphical view of Age wise goal time line.

How Goal GPS Works?
Step 3
  • Page 2
  • Summarized view of mapped investments with
  • Strategy to meet shortfall of goals to view
    planned investment and also the investments which
    still due to plan.

How Goal GPS Works?
Step 3
  • Page 3
  • Graphical presentation of Future values of Goal,
    invested amount planned additional investments.
  • Current achievement status.
  • Investment projection Shortfall.
  • Meeting for additional investment Reminder

How Goal GPS Works?
  • Click Button To View Sample
  • Goal GPS Report

Business Opportunity Report
How Goal GPS Works?
  • This report give consolidated view of all
    investments committed by Investors to achieve the
    goal with complete management of entries.

About Company
  • 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. Our competencies lie in Enterprise
    Resource Planning (ERP) Development and
  • Established in 2006.
  • Headquartered in Central India, Indore, India.
  • Team of 45 Full Time Software Professionals.
  • Team of 28 Financial Domain Consultants, combine
    experience of 100 Years.
  • 28 Financial Domain Consultants, combine
    experience of 100 Years.
  • 10,00,000 Online Portfolio Users.
  • Use by More than 1000 CFPs and MF Advisors
    across 200 cities in India.
  • Sun Microsystems, Sun Certified Programmers for
    Java 2 Platform, Standard Edition 5.0.
  • ISO 90012008 Certified Organization.

Awards Service Standard
What Industry Leaders Say
  • The REDVISION team is an epitome of
    entrepreneurship. Being customer centric and
    professional in their approach is their core
    strength. They are open to ideas and ensure that
    ideas do not remain as ideas and are executed
    quickly. Shifali Satsangee Founder CEO Funds
  • "We have been using the online Financial Planning
    program from RedVision for the last 3 years. We
    find their program to be highly comprehensive,
    allowing us to manage client relationships
    seamlessly right from the Financial Planning
    stage to ongoing Portfolio Management."
    Aniruddha Bose Director Business Head FinEdge
    Advisory Private Limited
  • "Good software and very good Customer Service
    these are the pillars of Red Vision. We are very
    glad that we have chosen Red Vision as our CRM
    software vendor. We thank Red Vision for their
    support and also for having helped us to grow our
    business". S Srinivasan Founder Director -
    Money Kare

  • RED Vision Computer Technologies Pvt. Ltd.
  • ( An ISO 90012008 Certified Company )
  • Registered Office
  • 4th Floor, A-Wing,
  • Twin Star Building,
  • Indore 452001 (M.P) INDIA
  • Call 4 Demo 930 19 70707
  • Landline 91 731 40 26004
  • Whatsapp only 982 78 99022
  • E-mail
  • Website

  • 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.