Experts
What Makes Us Special
5500000
Happy Online Portfoloio Users
4000
Satisfied Financial Advisors
450
Cities Presence in India
75
Team of Software Service Professionals
15
Years In Business
Mutual Fund Software
Wealth e-Office
The first independent wealth management system specialized in mutual fund software for distributors in india, which composed of consolidation and automation through cloud technology.
The exciting features of Wealth eOffice are our USP.
- Automatic uploading of transaction files, SIP, NAV and folio master files.
- Perform online mutual funds transactions in just 30 seconds
- Advanced Goal Tracker with investor’s Family members photo with Goals.
- Prompts regular alerts to clients through emails and SMS.
- Lead generation feature that is a ultimate booster of your business expansion.
- Besides, being technologically advanced, the wealth management software is equally user friendly with best after-sale assistance.
Online KYC
Robo Advisor
An AI based Robo Advisory Platform that instantly on-board new clients in the business from any place and is the robust back office Mutual Fund Software for IFA.
- 100% Paperless Investor Onboarding!
- Video KYC Integrated Process!
- Start SIP in 5 Minutes!
- Investment Tracking & Goal Mapping!
- Transform your business to a FinTech!
Portfolio
Personalized App
Our Mutual Fund mobile App allows distributors to control the entire business from their Smartphone and connects with the clients to deliver simplified services.
- Buy, Sell, SIP, switch mutual funds within few clicks.
- Track investment portfolio with daily autoupdate of NAV and dividends.
- Embadded GOAL GPS modules to link your investments with your life's goal to give a real time picture of achievement.
- Easy update and tracking of Wealth portfolio including insurance and FD.
- Get research & calculators to estimate your investments.
- Get update of previous transactions and upcoming transactions.
- And many more exciting features which are need of every investor. Know More
Financial Tools
Financial Websites
Increase your business visibility by creating online presence with International Quality Financial Website including more than 20 Financial Calculators get integrated with your Mutual Fund Software for Distributors.
- High quality websites with trendy interactive infographics, are bunched of upto 15 dynamic web-pages.
- A dedicated page features online mutual fund buying service that lets you buy mutual funds for different AMCs.
- The facility of upto 20+ financial planning calculators which are also visible to visitors of the website and keep them engaged.
- Appealing corporate style logo designs.
- Our technologically robust financial planning software cum mutual fund software functions at the backend.
- You can also lease website space for advertisements and avail one of the popular sources of extra earning from internet.
Market Updates
BSE/NSE Online Integration
Get best Mutual Fund Software in India integrated with secured online transaction portal such as NSE NMFII or BSE StarMF to place transactions instantly from anywhere.
- Get Integrated with prominent online transaction portal such as NSE NMFII or BSE StarMF.
- Online transaction facility for Purchase/Switch/Redemption
- Multiple transactions through single fund transfer.
- Multiple modes to make payment i.e. cheque, net banking, RTGS/NEFT, debit card.
- Demat as well as non demat transactions facilitated through the platform.
- Real time tracking of order status.
- Facility of SIP/SWP/STP available on the platform.
Testimonials
What Our Client's Say
Aniruddha Bose
Director & Business Head
FinEdge Advisory Private Limited
"We have been using the online Financial Planning Software 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."
Shifali Satsangee
Founder & CEO
Funds Ve'daa
"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."
Suchita Manish Hingar
Director
Financial Hospital
"Redvision's innovative Wealth Management Software India offering has enabled us to enhance our service for the next tier of high-net worth clients. We are finding these new clients to be our most profitable."
Kamal Singhi
CFP CM
Author
"Ever since I have subscribed to Red Vision's e-office about 3 years ago & provided login facilities to my HNI clients, it was highly appreciated by practically all of them. It has helped me track and monitor their portfolios systematically in order to provide more accurate and timely advice."
Samir Desai
Deasi Investments
Individual Financial Advisor
"It is simply a well-developed system. Very user friendly. The greatest benefit is its flexibility; we were able to adapt it entirely to our own needs and preferences"
S Srinivasan
Financial Advisor
Money Kare
"Good Mutual Fund Software In India 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".
Blogs
Latest Updates
15 May 2021
How Financial Planning Helps Distributors in Managing Business?
Financial planning assists distributors to identify whether the prospecting investor...
20 Jul 2021
How Mutual Fund Software Mobile Application Reduces Distributors Work?
With the passing years, technology is evolving rapidly and shaping the lifestyle...
05 Sep 2021
How Robo Advisory Platform Increases the Functioning of Distributors Business?
After the entrance of the Robo Advisory platform, the functions of the distributors...
12 Dec 2021
What is Wealth e-Office?
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Contact Us
Get In Touch
Call(HR)
+91-9300910910
Call/WhatsApp(sales)
+91-9039822000
For Query
query@redvisiontech.com
For Hiring
hr@redvisiontech.com
Reach Us
101, 45 Hare Krishna Vihar, Behind Advanced Academy, Nipania, Indore, 452010 (MP)
Clients
Trusted By Leaders
