Mutual fund / Wealth Management Software

Wealth E-Office is a complete Wealth Management support system integrating all Products like Mutual Fund, Life Insurance, General Insurance, Post Office, Fixed Deposit, KVP, RBI Bond in a single portfolio.

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Specifications

Details

Wealth E-Office 2.0.1.1 is a well known software tool among Wealth Management Firm and IFAs. It is a complete Wealth Management support system integrating all Products like Mutual Fund, Life Insurance, General Insurance, Post Office, Fixed Deposit, KVP, RBI Bond in a single portfolio, the good part in the software is every client based report is connected to SMS gateway which keep the client up to date by regular alerts. The Software is 100% web based, it give you and your client the freedom to access the system from any part of the world. To provide a paperless and fully centrally investment management environment for IFA and his/her clients is the vision with which Wealth E-Office 2.0.1.1 is been made



Specialty of the software.

1. Only Software in India builds according to current No Entry Load scenario.

2. Fee based model increase your earnings & technology keeps you ahead of competition.

3. All financial products in a single portfolio, helps you to become a true "Wealth Manager".

4. This software has capacity to handle your AUM of Rs.3000 Cr & 1 Lakh plus Clients.

5. Each client gets separate account login to check net worth online.

6. Automatic SMS Alerts to client, it can be set by you and Clients.

7. 100% online, you can access from anywhere, any time.





Key Features in Wealth E-Office 2.0.1.1

Features in Client/Investor desk called e-portfolio

A Common Platform for Mutual Fund/FD/PO & Life & Non-Life Insurance.



Wealth E-Office 2.0.1.1 generate a Tension Free account called e-portfolio for your clients which manage without any hassle all of investments in All Mutual Fund Schemes (routed through you), Fixed Income Instruments with include - Bank Deposits, Company Fixed Deposits, Bonds, Debentures, PPF, Debentures, NSS, Postal Savings, Life & Non Life Insurance with excellent graphically represented reports.



Reports for Your Clients: The clients will get following Reports in e-portfolio:-

1. Consolidated Wealth Allocation Report
2. Current Valuation Report
3. Capital Gain/Loss Report
4. Interest Income Report
5. Mutual Fund performance Report
6. Mutual Fund Transaction Report
7. FD Maturity Report
8. Life & Non life Insurance premium due report
9. Pop-up Reminder for SIP, Insurance and FDs.



The clients will get following SMS,Email & PopUp Alerts in e-portfolio:-

1. Monthly MF valuation alert
2. Dividend earned alert
3. SIP Due Intimation alert
4. SIP Expiry Intimation alert
5. Alert by Targeted NAV/Valuation/Returns
6. Life insurance Premium Due alert
7. Policy maturity alert
8. Vehicle insurance premium due alert
9. Health Insurance premium due alert

10. Other alerts like FD, PO maturity alerts

11. Client Birthday & Anniversary Wishes



Features in Advisor desk called e-office.

Quick Reports on Main Screen of Software.

1. Top 10 Client report
2. Total Running SIP (Nos. & Amount) report
3. Total Current AUM by Client/Scheme/AMC
4. Total Nos. of clients
5. Clients Birthday & anniversary calendar
6. Total Nos. of policy holder in LI & GI.
7. LI & GI premium due calendar
8. Hit Counter of Clients using e-portfolio Report.
9. Redemption report





Modules Covered Under Wealth E-Office 2.0.1.1.

Back Office Management & Branch wise MIS

1. Inward Transaction Report
2. Outward Transaction Report
3. All Transaction Report
4. MF Folio Master: View joint holders Names, Application No., Cheque No., PAN No., Bank & Branch Details, Mode of holding, Nominee name.
5. AUM Report by Client/Scheme/AMC Wise
6. Reversal Transaction Report
7. Client Address Book
8. Clients Portfolio in profit/Loss
9. Client Address Mailing Labels




Client Portfolio Reports

1. Wealth Valuation Report
2. Portfolio Gain/Loss Statement
3. Scheme Wise portfolio Exposure
4. Asset wise Portfolio Exposure
5. Consolidated Insurance & Investment Chart
6. SIP Due Intimation
7. SIP/SWP/STP Renewal Reminder
8. Life Insurance Premium due Calendar
9. General Insurance Premium due alert
10. PAN Registration letter for Registrar

Download Center

This Module save all important Form & Useful data on Advisors e-office and on e-portfolio:

1. Even you will get a panel to upload whatever you want.
1. All Common application Forms
2. SIP/STP/SWP Registration Form
3. PAN Card Registration Form
4. PAN Card Correction Form
5. Common Transaction Form for Switch/Redemption/Additional Purchase
6. KYC Form for Individual & Non-Individual
7. MICR Codes of all banks in India

Mobile : 9302980808
Email: query@redvisiontech.com
Address : REDVision Technologies ,Bansi Trade Center LG-11,581, M.G. Road, Indore 452001,(M.P) INDIA
redvisiontech.com

Tags

wealth management, wealth eoffice, mutual fund software, asset software