Why Mutual fund software attract more customers for advisors?

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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.

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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.

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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.

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Our Achievements
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Top Features
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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
  branding.

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Multi-Assets

• 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.

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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.

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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.

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Portfolio Rebalancing

• Portfolio Re-Balancing with BSE NSE
  Integration!
• 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.

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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
  Tracker.

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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.

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Video KYC

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

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Research

• 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

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Reports
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Valuation Report
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• 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.

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Invest Online Scheme Recommendation
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• 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
  dividends.

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Profit Loss Valuation
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• 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.

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Capital Gain
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• 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
  investor.

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Tax Package
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• 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.

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CRM
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• 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
  Notifications.
• Advisor get help to retain clients for long term
  with all such facilities.

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Idea Bank
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• 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.

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Facilities in Advisors App
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• 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.

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

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• 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!

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• 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!

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• 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!

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

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Features In Investors APP
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Portfolio Analysis

• We made the investment reports very easy, all
  the key data you can view in a glance.

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Invest Online

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

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Online ATM

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

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Goal Tracker

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

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Research

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

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Disclaimer

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