Financial Planning Software

In the latest market, adopting Mutual Fund software integrated with the online exchange trading platform is a normal trend for the investors and advisory firms. Going through the process of physical application forms is too much problem for the financial advisors because the involvements of human intervention are without any doubt cause the chances for the mistakes and errors. But advisors can be safe from those mistakes by the perfect software for the mutual fund transactions, like Wealth E-Office, which is integrated with the Mutual Fund Exchange platform. Along with the saving them from the manually errors it will also save the time and furthermore it will increase the productivity of their business as well. For providing more and beneficial facility to the financial consultants, Red Vision Technologies also offers the online transaction feature in the Wealth E-Office panel for the mutual fund exchange platform and it is able to satisfy and excited all the advisors who are using it and their clients too, because with this integration their growth rate is increasing day by day, and so their greed too, now they are planning and hoping for more and more, the advisor who planned for the 300-400 crore of AUM are now making their plan for the 1200-1500 crore of AUM. If you are looking for the software for your mutual fund advisory business then it is worth to take a demo of excellent Mutual fund Software- Wealth E-Office.
It’s little hard to manage the online buy sell transaction even in the software too, but what if this facility presented into the mobile app?… it will bring the revolution for your advisory firm because nowadays, investor becomes smarter than before and wants his control over his investment and wants to look at the research part with the advisors. They desire for their freedom over their funds, so that, they can buy and sell their funds by themselves. It all can be possible through providing a complete Mutual Fund Software in the little mobile as Wealth e-office mobile app; with this, you can easily give the freedom to your investors for their fund.
According to SEBI an investor or an advisor (on behalf of investor) is allowed to perform the Mutual fund buying selling transaction through the e-commerce platform and Fact says India has more than 100 crores people use mobile phones and most of them are smart phone users, so in this opportunistic market you can use your Wealth e-office Mobile App as a tool and successfully get win over the new challenges of the market and boost your advisory firm business.
Wealth E-Office helps advisors to connect them with their customers by let them updating their customers about their investment report along with greeting them on the occasional and important events.

Along with the maintaining and managing the investor’s portfolio and transaction, Wealth E-Office helps advisors to create a comprehensive financial planning for their customers.

Wealth E-Office alerts advisors not only about their own business matter issues, but it also reminds them about the products that have been sold by the other advisors.

Comments are closed.