Transcript Wealth Eoffice - Mutual Funds Software | Mutual Funds

About REDVision Computer Technologies Pvt. Ltd.
RED Vision Computer Technologies Pvt. Ltd., Offering B2B application services since
2006 to help Financial Organizations & IFAs to exceed their technological expectations
in India. Our competencies lie in Enterprise Resource Planning (ERP) Development
and Maintenance. We combine our Technical & Financial Domain Expertise to create
world class one stop solutions for Financial Advisors and Planners.
Facts & Figures
• Established in 2006.
• First company to introduce Wealth Management & Financial Planning platform in India.
• Headquartered in Central India, Indore, M.P.
• Strong Financial Domain knowledge and expertise.
• Full time Team of 22 Programmers & Server Consultants.
• 28 Financial Domain Consultants, combine experience of 100+ Years.
• 35 members team for After Sales, Web development and Business development.
• 4,50,000+ Online Portfolio Users across the Globe.
• Use by More than 700 CFPs and Financial Advisors across 130 cities in India.
• Sun Microsystems, Sun Certified Programmers for Java 2 Platform, Standard Edition 5.0
• ISO 9001:2008 Certified Organization.
*Figures as on 31 Mar 2014.
REDVision’s Product Range
Wealth Eoffice
websitesbazaar.com
Wealth Management Software
WebSite Development
FP Samurai
Financial Tickers
Financial Planning Software
Data Tickers for Website
Welcome to the world of
Introduces Industry Changing
Software-as-a-Service Platform with New and First-Ever
Features for Financial Advisors.
Wealth Eoffice is India’s only software Uploads CAMS, Karvy and Sundaram Transactions,
SIP and Folio Master files Automatically (without manual work) from Registrar on daily
basis, This process saves your 45 minutes every day.
Cams
Karvy
Sundaram
Daily Mailback Files
How this system works?
Uploaded at 7.00AM
Server
Automatic Update at Your End
Get Freedom from Daily Manual File Uploading, Give more time to Clients instead!!!
Dash Board View
Why Wealth eoffice?
• First Online Software in India with Multi Assets & Financial Planning with inbuild CRM.
• India’s Only Software which upload MF Transaction, SIP & Folio Files AUTOMATICALLY.
•Can be integrated with 3rd party Online MF Buying/Selling Platform.
• Most User Friendly software with self explanatory reports.
• Each client gets separate wealth account login to check net worth online.
• Auto SMS/Email Funds Valuation, Insurance, FD & Postal Maturity & Birthday to Client.
•100% web based, Freedom to access your portfolio from any part of the world.
Individual Wealth
Report
Products covered in Wealth Management Software
o Mutual Funds
o Equity
o Life Insurance ( All Companies)
o General Insurance ( Includes Health & Vehicle )
Wealth Report on SMS/Email
o Post Office & Bank FD
o PPF, EPF, RD, Corporate FDs, KVP, RBI Relief Bonds
o Commodities (Gold & Silver),
o Real Estate
MF
Strategic Advantage of eoffice.
Information = Opportunity
Now you know:• How much Life Insurance, Health Insurance, Bank FD, RD, Bonds, PO, MF,
Equity and Real Estate client have from other Advisors.
• You know when these products are getting mature
• With the help of this information you can switch/Transfer that business
under your advisory.
So
Business Logic is:-
More Cross Sell = Bigger Market Share
Family Member’s Portfolio
When you
click on ‘+’
User Friendly Reports Navigation
Family Wealth Report is one view wealth summary of every
member in a family, its shows the individual portfolio details
when you click on show button.
Capital Gain Report
MF
Customer Satisfaction Determines Business Success
Customer
Satisfaction
Perceived
Services
Expected
Services
Customer Expectations are Normally Not Very High
Some Fact about Customer Behavior
BUT…Your Job is to Surprise Them
66% Customers are lost primarily due to indifference in Services
Customer’s “WOW” Level is :- “Doing
14% Customers are lost due to dissatisfaction
96% Customers don’t
complain…
choose
another
advisor.
What
They they
Haven’t
even
imagined”!!!
The customers who feel poorly served will tell between 8 and 16 people about their
negative experience.
A WOW customer introduce you with at least 3 new customers.
A new customer acquisition is ten times more expensive than to keep a current customer.
- Bain & Company Research
MF Section
Other Reports in Mutual Fund Section
Life Insurance Policy Holding Report
Life Insurance Management
Following Features Included in Life Insurance Management Module
Enter New Policy
Get Due List For LI Policies
Paid Premium details of Policies
Update Or Delete Policies Entered Previously
Get LI Transaction details of each client
Get List For LI Holders
LI
GI
General Insurance Policy Holding Report
General Insurance Management
Following Features Included in General Insurance Management Module
Enter New Policy
Get Due List For GI Policies
Enter Policy Renewal details
Update Or Delete Policies Entered Previously
Fixed Deposit Investment Report
FD, PPF, EPF & RD Management
Following Features Included in Management Module
Enter Bank FD, Corp. FD, PPF, EPF and RD
Maturity List
View/Update Or Delete Details
FD, Bond, PPF, EPF & RD Holder List
PPF & RD Management Module
FD
PO
Post Office Investment Report
Post Office Management
Post Office Module include RD, Time deposit, KVP, MIS, NSC, PPF & SCSS.
Enter New PO Business
Postal Maturity List
View/Update Or Delete RD, TD, KVP, MIS, NSC, PPF & SCSS
Postal Investor List
EQ
Direct Equity Holding Report
Direct Equity Management
Following Features Included in Direct Equity Management Module
Enter Bought Equity Details
Enter Sold Equity Details
E
Equity Holding Report
Equity Transaction Report
Delete Equity Transaction
Commodity Holding Report
Commodity Management
Physical/Demat Commodity (Gold/Silver) Management Module
Enter Bought Commodity Details
Enter Sold Commodity Details
Commodity Transaction Report
Delete Commodity Transaction
Real Estate Holding Report
Real Estate Management
Enter Bought Property Details
Enter Sold Property Details
Property Transaction Report
Delete Property Transaction
Update Property Rates
CRM Module
Manage Back office
employees.
Store All Client’s
scanned Documents
Documents
like PAN
like
PAN
Card,license,
Driving
Card,
Driving
license,
AADHAAR
AADHAAR Card etc.
Card etc.
Map your client by City Area
wise, now you can meet more
numbers of clients in each visit
to any area of your city.
Plan your monthly
activities/task with
Monthly Planner.
Automatic way to send
Bouquet/Cakes to your
clients on
Birthday/Anniversary.
Monthly Planner View
CRM Calendar Never lets you forget Client’s birthday, Anniversary, SIP Expiry and LI/GI/FD/PO Dues &
Maturities.
Advisor’s Business Statistics Summary
 Created with International practical Approach especially for “Indian”
Clients.
Step 1
Clarify Your
Present
Situation
 More focus on simplicity with comprehensiveness to address client’s
need.
Step 2
Step 6
Identify Goals
and
Objectives
Monitor and
Review
 Consulted by Team of CFPs, CAs, MBAs, having combine Work
Experience of more than 100 years.
 Huge plan storage capacity because you may review plan of a single
client 100 times in next 10 years.
 It’s Online: Access from anywhere any time, no geographical
limitation.
Step 3
Identify
Financial
Problems
Step 5
Implement
Strategies
Step 4
Recommenda
tions
 Unique 6 Methods for Life Insurance Need Calculation.
 Ample space to add products suggestions and recommendations
in the plan.
 Retirement Corpus utilization table to make clients comprehend the
post retirement cash flow scenario.
 Self Developed ‘PERP Method’ to calculate exact amount of monthly
pension at the time of retirement.
 PDF Conversion & storage facility.
Financial Planning Software
Save & Submit to Generate
Tabs for Primary
filling FPFinancial
Data
Plan
6 Methods for Life
Insurance Sum assured
Amount Calculation
Unique “PERP Method” to
Calculate accurate Pension
amount.
Add more details
Define
Primary
TableFee
of
Financial
Structure
Contents
Plan
This is a part of “Letter
We
are on Front Page
of
Understanding”,
is of
It will
help you and It
your
Financial
Plan.
always
recommended
clients to
view the areas
to
agree in
with
client
A
Primary
Financial
Plan
covered
theafinancial
on
a fee
structure
in
some
thing
like Diagnosis
plan.
various
heads
and
Report for
a Doctor.
signed it up to avoid
Now the Financial
any confusion in
Planner’s work starts here,
future.
you can add
recommendations,
Suggestions
& solutions
The Fee structure
is
for
improvement
generated
alongin with
financial health and onof
“Letter
different
Goals, Will
Understanding”,
it will
Creation,
Allocation,
be saved Asset
with Financial
Life
plan,Insurance,
So that Health
you can
Insurance,
Retirement
view or review
any time
Planning
in
future.etc.
Income
Suggest
Asset&Liability
Expenses
a Will. &
Networth
This is
page
onewill
sight
be view
added
Your Doctor always ask
when
of
client’s
you click
entireon the
about what drugs you are
check box
monthly
income
in the and
already taking before
personal information
expenses
with pie
prescribing new one,
under When
chart.
head “Suggest
you havea
same way you must
Will”.
to
suggest on expense
analyze current asset
cutting it is always
allocation and till what
better to have a
extend these asset can
expenses distributed
help clients in
view for better
achievement of goals.
understanding.
Liabilities
Asset
RatioAllocation
Analysis
& Networth
Analysis
Asset
Allocation
analysis
Ratio Analysis
helps
you
Liabilities
Analysis
sheet
forms
the symptoms
foundationof
of
in finding
give
a brief overview
any financial
plan. so
In on
fact,
Financial
Disease,
that
EMI
out flow, total
determining
right
you can take the
corrective
outstanding,
rate of loan
mix
of stocks,
actions
on timebonds,
to
and
liability
holder
which
cash
andin
other
asset
improve
the same.
is
usefulmay
in taking
various
classes
be your
one
Ratio Analysis includes
decisions
regarding
of the most
important
1.
Reserve/Surplus
Ratio
priority
in loan
investment
decisions.
repayment.
2.
Saving to Surplus Ratio
The
3.
Before
Debt
Netreaching
to
Worth
Income
Shows
any
Ratio
concrete
How
Much
decision
it
Would
is
4. Liquid
toMoney
Networth
be
must
lefttoifanalyze
Everything
what
Ratio
client already
Owned
was converted
owned, FP
5. Solvency Ratio
into cashprovide
Samurai
and used
analysis
to pay
6. Debt Asset Ratio
off Asset
all debts.
on
Allocation,
Return Efficiency level,
Expected Return Delivery,
Asset Liquidity Level.
Health Insurance
LifeAnalysis
Insurance
Recommendations
Analysis
Health Insurance is one
A
Life
financial
Insurance
planneed
should
of the important factor of
cover
Calculation
all areas
is like
of your
financial planning for
financial
diagnosing
needs
the and
patient
your client. In the recent
should
and finding
resultthe
in the
survey, it shows that
achievement
deficiencies, but
of your
main
India has the highest
goals.
part ofThe
solution
scopeisshould
to
number of diabetes
cover
suggest
areas
the such
medicines,
as riskin
patients in the world.
management
same way life and
insurance
insurance
analysis will
techniques
calculate that
the
This
not
only
would
sum section
assurance
protect
your
amount
goals
provide
the health
against
but in Recommendation
any
unforeseen
insurance
need
calamity.
section you
can details
suggest
but
also givename,
you panel
the Provide
scheme
type,
We
6 Methods
of
to
add
policy yearly
details and
sum
assured,
Life
Insurance
Need
recommendation
which
Premium and
tenure,
also
Calculation
which
gives
will
you be
cansaved
add
you
scope
tomultiple
protect
permanently
in yourto
policies and
reason
Income,
outstanding
desk.
suggest
the policy
in the
loans,
Goals
& Expenses
last.
etc.
Retirement
Financial
Important
Goal
Asset
Plan
Plan
Planning
Allocation
Disclosure
Analysis
Storage
With
Post Retirement
Cash
Flow
and
Recommendations
and
Recommendations
Recommendations
Research
hasnecessary
shownarea
that
This
Software
section
has
Retirement
is aisstorage
very
Goal Planning section
choosing
right
asset you
important
with
unlimited
disclosures,
capacity
important Goal in Financial
give a separate roadmap
class
hassave
highest
impact
can
which
insert/edit/delete
can
all Financial
Planning,
Client wants
a foolof your each goal with
on returns,
FPfrom
Samurai
yours
Plans
of
points
clients
also.
proof
pension
plan
withFirst
cash
Advisor’s
gave
featured
plan
to ueach
review
flow
statement
till the and
end of
Recommendations, Goal
recommendation
panel
there is one click email
life.
You
can also
Generate
planning
also
includes
which compare
current
sending
panel which
will
Financial
Plan
in
PDF
Retirement
Planning
Includes:
“This Goal has Been
asset
with
send
anallocation
well drafted
email
Format
by
clicking
- Find
how much pension
required
PROTECTED”
Sealon
if the
Action.
tobuy/sell
your client
with attached
with
the
help
ofFinal
PERP Report”
Method.
“Generate
in
goal
is insured
by Client.
Financial Plan in PDF
the last
of the page.Fund
Contingency
Goal Planning Includes
Format.
Arrangement
- Gives a corpus
needed to form a
following
retirement
kitty. Goals:
Here FP Samurai makes
- Child Education
difference of creating a
- Gives
Complete
retirement
- Child
Marriage
contingency
fund
amount utilization cash
flow that
- Retirement Planning
arrangement
will be
near to zero atseparate
the end offor
life. - House & Car Planning
husband & wife (if both
- Holiday
* Image
fadePlanning
due toaccording
lack of
areisearnings)
- Self
Education
& other
space,
please
go for live
demoGoals
for
to household monthly
actual look & feel.
living expenses.
What will happen when…

Your Client investing Rs.100000 for daughter’s marriage & want to switch to Bond fund when the
amount grow to Rs.200000 anytime in next 5 Years, How you will remind him.

Automatic SMS & Email System
Your client want to redeem money when he will get profit of 20%.

Your client want you to remind him when the NAV of a fund reach to Rs.15.

Trigger by
Achievement
for a particular
Many client didn’t know that they have completed 3 Years in Tax Saving Funds (ELSS).
investment

Do you remember Jan 2008 when your clients were getting huge profits but you couldn’t book it.
Set Triggers/ Alerts on SMS
Set Profit
Booking
Trigger
Set NAV
Target
Trigger
Set Target
Date Trigger
Automatic SMS & Email System
•
•
•
•
•
Birthday & Anniversary Wish to Clients.
Life Insurance policy Maturity Reminders.
General Insurance Policy Renewal Reminders.
FD/ PO/ Bond/ Debenture Maturity Reminders.
Set Monthly Schedule of MF/ Wealth Report on SMS/Email.
Inform Your Clients at Speed of Light.
Reduce business expenses & service time.
“You have to do Competition, only when you are similar to others”
Automatic Lead Generation From Your Clients
Get New Customers, Without Any Hard Work
Online Reference System
You +5 +25 +125 + 625
Your Client Will type Name of his friends & mobile numbers in the given fields
& Click ‘Send, his friend will get SMS:’
January
April contact details will
Julybe stored in you December
Every Reference
software.
Clients
+5Work:
+25 + 125
How You
it will
When your client ‘Logout’ from eoffice
You +5 +25
He Will be Asked “Are you happy with our services?”
You + 5 Clients
There will be 3 Options “Yes” or “No” or “Close”.
If Client Click “No”, then he will reach to Feedback.
If Client Click “Yes”, then these text will appear
“The Best Way to Thank Your ‘Wealth Manager’ is provide 5 references”
Frequently Ask Questions (FAQ)
Q: Is my data secure?
A: Yes, the Linux server which is being used is SSL Secure & Certified by Cyber Security
Companies like:
With these certification the Data is more secure even more then your PC.
Q: How I will Get After Sales Support?
A: Redvision assign you a dedicated After Sales Manager to take care of services. Wealth
eoffice is 100% Web based System, Queries Execute Directly From Server, So most of the
time client will not have any problem but in case if Client have any Problem it Can be
Rectify Without Any Physical Visit.
Q: I work from office as well as from home, can I work from both places?
A: Wealth eoffice gives you freedom to work from any part of the world, the only thing
which is required is a system with internet.
Contact Us
RED Vision Computer Technologies Pvt. Ltd.
( An ISO 9001:2008 Certified Company )
Registered Office:
401, A-Wing, above UCO Bank,
Twins Star Building, Saket Square,
Indore 452001 (M.P) INDIA
+91 731 40 26004
E-mail : [email protected]
Website : www.redvisiontech.com
DISCLAIMER
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.