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Why Mutual fund software attract more customers for advisors?


The software assists advisors in generating lead for the advisors business and gives a platform to maintain cordial relations with investors. The Mutual fund software ensures systematic and consistent growth of the advisors. – PowerPoint PPT presentation

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Date added: 21 September 2020
Slides: 44
Provided by: Wealthelite
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Title: Why Mutual fund software attract more customers for advisors?

Wealth EliteThe Future of Mutual Fund Software
  • Wealth Elite is an Artificial Intelligence-based W
    HITE LABELLED Multi Assets SaaS platform for
    Indias Top Financial Advisors equipped with
    digital client lifecycle management (CLM)
    solution, Powerful Portfolio Reporting
    Re-Balancing, Business Intelligence, Online
    Transactions, Goal GPS, Video KYC, Financial
    Planning, Research.

Why Wealth Elite?
  • Wealth Elite is Software As A Service
    for Financial Advisors of India, a Financial
    Advisor can subscribe the SaaS by paying the
    subscription fees, after successful subscription
    a Financial Advisor can manage their clients'
    Portfolios and other client information.
  • Wealth Elite is an Artificial Intelligence-based W
    HITE LABELLED Multi Assets SaaS platform for
    Indias Top Financial Advisors equipped with
    digital client lifecycle management (CLM)
    solution, Powerful Portfolio Reporting
    Re-Balancing, Business Intelligence, Online
    Transactions, Goal GPS, Video KYC, Financial
    Planning, Research. The services can be extended
    to the ROBO-ADVISOR solution which can automate a
    big part of advisory services like Paperless
    Video KYC based on boarding, Model
    portfolio-based investment Goal-Based Tracking.

Who We Are?
  • RED Vision Global Technologies Pvt. Ltd.,
    Offering B2B application services since 2006 to
    help organization IFA to exceed their
    technological expectations in India Abroad. Our
    competencies lie in Enterprise Resource Planning
    (ERP) Development and Maintenance.
  • Facts Figures
  • 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.
  • 25,00,000 Online Portfolio Users.
  • Use by More than 2500 CFPs and MF Advisors
    across 400 cities in India.
  • Sun Microsystems, Sun Certified Programmers for
    Java 2 Platform, Standard Edition 5.0.
  • ISO 90012008 Certified Organization.

Our Achievements
Top Features
White Label
  • 100 White Labeled Solution!
  • URL based white labeling
  • If Financial advisors website URL
    is www.yourdomain.com, the software will be
    operating on the same URL the inside report URL
    will be look like www.yourdomain.com/MFPortfolio.
  • Color Theme Based White Labeling
  • The color theme of software can be exactly
    matched with the color theme of Financial
    Advisors website. So that when the Investor
    navigates from website to backend software it
    will be smoothes transition and enjoy the same

  • Bird Eye View for 20 Assets!
  • Advisor can take better decisions when he have
    the information of complete portfolio, wealth
    elite is a single platform to manage Mutual
    Funds, Life Insurance, General Insurance, Health
    Insurance, Direct Equity, Postal, FD, Bonds,
    Commodities, Real Estate, PPF, PF, PMS, Venture
    Capital Funds, Alternative Investments, Arts
    Antiques etc.
  • The Best part is all this assets can be link with
    investors Goal financial planning to track the
    progress and achievements.

Portfolio Analysis
  • Powerful Portfolio Analysis!
  • Reporting the complicated data in most simple
    way is our expertise, get equity holding, sector
    exposure, debt paper qualities, fund type wise
    pie chart, goal allocations, family member wise
    exposure, SIPs, Capital Gain, What If Scenario of
    your investor in few clicks.

Online ATM
  • Online ATM Its a wallet give returns like FD!
  • Your clients keep money idle in bank a/c, this
    money can be channelized in liquid fund with
    Insta Redemption Feature and when every client
    need, Online ATM gives facility to withdraw a
    maximum of Rs.50,000 or 90 of invested amount
    within 30 minutes to bank account.

Portfolio Rebalancing
  • Portfolio Re-Balancing with BSE NSE
  • Our Portfolio Re-Balancing feature allows you to
    book profit at pick and invest at bottom by just
    a click, the modules is integrated with BSE
    NSE, so that the switch order can be placed
    directly from Rebalancing report, this product
    engineering a portfolio can be more profitable
    and less risky.
  • Strategies offered in our platform
  • Fixed Time Interval based rebalancing.
  • Percentage change based rebalancing.

Goal Tracker
  • Goal Tracker Embedded with BSE/NSE.
  • Investments cycle revolved around FEAR, GREED
    HOPE, we added LOVE.
  • Our Goal Tracker allow advisor to customize the
    Goal tacking report by adding investors family
    kids photos with the report.
  • Advisor can Map all Assets with the Goal in
    case of any deficit the advisor can place future
    orders of mutual funds via BSE/NSE from the Goal

Financial Planning
  • Financial Planning Generate 40 pages
    Professional Financial Plans in minutes.
  • Generate complete financial plans with Insurance
    need analysis, post retirement cash flow, Goal
    report with clients photo, Asset Allocation
    recommendations, Net worth analysis, solvency
    ratio and many more.

Video KYC
  • Video KYC Instant KYC from Anywhere.
  • Instant full video KYC by invitation link for
    clients present in any part of the world.

  • Research Tools
  • Model Portfolio, Funds Factsheet, SIP/STP/SWP
    Past performance Calculator, Human life Value
    Calculator, SIP Calculator, Loan EMI Calculator,
    FD Calculator, Child Marriage planning
    Calculator, Child Education Planning Calculator,
    Retirement Planning Calculator, Dividend History,
    Latest Historical NAV Watch, Income Tax
    Calculator, SIP Delay Cost calculator

Valuation Report
  • One Click Valuation
  • Get the live status of invested funds with all
    relevant information like Folio Number,
    Investment Cost, Current Value, Dividend Paid,
    Reinvested, Current NAV, Gain/Loss, Absolute
    Return, XIRR and much more.
  • Option to make additional investment in the
    existing scheme to fulfill the shortfall arriving
    in accomplishing the goal.

Invest Online Scheme Recommendation
  • Classify Top Schemes
  • An Advisor can display self shortlisted schemes
    on the investment dashboard to recommend such
    schemes to investors on priority.
  • Customized categories can be created like Best
    ELSS Funds, Top Gold Funds, Blue Chip Funds, and
    Equity Schemes that generates higher returns and

Profit Loss Valuation
  • Instant Gain/Loss Result
  • Generate profit/loss statement for any desired
    duration for all invested schemes and can also
    perform cross verification of investment output
    through Purchase, Switch in, Redemption, Switch
    Out, Dividend Payout and Current Value.
  • Facility to develop future value and results of
    investment with the help of What If Scenario.

Capital Gain
  • Realized Capital Gain
  • Quickly identify the actual short term capital
    gain and long term capital gain for any relevant
    financial year through the report and also the
    net realized gain/loss for Equity and Debt funds
    is presented separately.
  • Detailed or summarized report can be prepared as
    per the requirement of advisor or on demand of

Tax Package
  • Reports for ITR Filing
  • Send Valuation Report, Dividend Report,
    Financial Year Transaction Statement, and Capital
    Gain Report to investors via Email to assists
    them in filing Income Tax Return for the
    financial year.
  • This report helps advisors clients to claim
    particular deductions on the eligible investments
    that reduces tax burden.

  • Manage Relations with Clients
  • Multiple facilities are available to deal with
    clients effectively through Bulk Assign, SMS,
    Client Analysis, Event Calendar, Bouquet Manager,
    E-Vault, Theme Management , and Prompt
  • Advisor get help to retain clients for long term
    with all such facilities.

Idea Bank
  • Drop Your Suggestion
  • Ideas and suggestion pertaining to Business
    Development and Investors Services are always
    welcomed in order to grow advisors business and
    improve productivity. Even the status of Idea can
    be tracked.

Facilities in Advisors App
  • Productive Dashboard!
  • Get AUM SIP trends of the last 4 months on
    your dashboard with a recent purchase,
    redemption, rejected transactions, new SIPs, and
    upcoming business reports.

  • Place MF Transactions!
  • Advisor can place purchase, redemption SIP
    orders on behalf of Investor, payment by link by

  • Reports on WhatsApp!
  • Advisor gets the capability of sending various
    reports like Valuation, Capital Gain,
    Transactions FY wise transaction on WhatsApp in
    a few clicks!

  • Portfolio Analysis!
  • Analyze asset allocation, top equity debt
    holding, sector exposure, XIRR returns,
    Profitability of portfolio on go, send portfolio
    report to clients on Whatsapp!

  • Research
  • Searching for best SIP or top ELSS funds was
    never so easy, get various NAV Based calculators
    and income tax estimator only on Advisor X!

  • Goal GPS!
  • Track Goal achievements of the client with
    required return and current return comparison
    mapped and additional required investments!

Features In Investors APP
Portfolio Analysis
  • We made the investment reports very easy, all
    the key data you can view in a glance.

Invest Online
  • We offer a 100 paperless process of investment.
    It takes a few seconds to register a SIP or
    Purchase an ELSS.

Online ATM
  • Exclusively designed feature to earn extra
    returns on idle money you kept in saving account,
    Instant invest Instant withdrawn.

Goal Tracker
  • Give purpose to your investments, you can map
    all your investments with the goal like child
    education, marriage or retirement.

  • Invest in well researched cherry-picked
    perfectly balanced portfolio.

  • This presentation is intellectual property of
    RED Vision Global Technologies. The text of this
    presentation may contain information, which is
    proprietary and/or confidential or privileged in
    nature belonging to RED Vision Global
    Technologies. The authorized recipient of this
    presentation are not allowed to
    forward/distribute it by any medium without
    approval/permission of RED Vision Global
    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 Global
    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.
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