How this mutual fund software revolutionized the wealth management industry ?

Nov 06, 2019

10 likes | 33 Views

The advent of digital technologies and automation of this mutual fund software has revolutionized the wealth management industry. With simple UI/UX , transparent investing and streamlined on-boarding process of this software , advisors gained significant attention in the financial market.

Share Presentation

Embed Code

Link

vally

Download Presentation

How this mutual fund software revolutionized the wealth management industry ?

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

How this mutual fund software revolutionized the wealth management industry ? The advent of digital technologies and automation of this mutual fund software has revolutionized the wealth management industry. With simple UI/UX , transparent investing and streamlined on-boarding process of this software , advisors gained significant attention in the financial market. For more information visit @- https://www.redvisiontech.com/ Address- REDVision Computer Technologies Pvt. Ltd.,Saket Square,Indore, MP - 452001 An ISO 9001:2008 Certified Company 401 A Wing, Twin Star Building, Saket Square,Indore, MP - 452001 Call(Sales): 0731- 4026004, 9301970707, +91-9827899022 Email: query@redvisiontech.com

Mutual Funds

Mutual Funds. Objectives. WHAT IS A MUTUAL FUND? HOW DO MUTUAL FUNDS OPERATE? HOW MUCH DOES MUTUAL FUND INVESTING COST? HOW SHOULD MUTUAL FUND PERFORMANCE BE EVALUATED? WHAT ARE OTHER TYPES OF INVESTMENT COMPANIES?. What is a Mutual Fund?.

467 views • 18 slides

ICICI Prudential Mutual Fund

ICICI Prudential Asset Management Company is one of India's premiere fund houses focused on bridging the gap between savings & investments. It offers some of the best investment solutions across Mutual Funds and Portfolio Management Services. Invest in Mutual funds like Fund of Funds, Exchange Traded Funds, fixed income funds and many more. ICICIPRUMF strives to create long term wealth and value for its investors through a range of simple and relevant investment solutions.

1.06k views • 10 slides

Mutual Fund Software: A Never-Stopping Wheel of AMCâ€™s Growth

The auto updated and Calculative Goal Mapping Mutual Fund software such as like Wealth E-Office with other and useful benefits is build up by the IT companies, for instance Red Vision Technologies, who has the team of skilled designers. They provided those softwareâ€™s to the advisories, so it can relief advisors from there over stressing workload.

31 views • 1 slides

The Mutual fund will be auto-updated in this Mutual fund Software

There may be the clients who had both type of portfolios where the Mutual fund will be auto-updated in this Mutual fund Software but for remaining assets manual entry is there.

41 views • 1 slides

Using this best Mutual Fund software in India

With industry knowledge and effective solution providing technical team, stand there for the distributors using this best Mutual Fund software in India, we take care of the data collection and analytical aspects so an advisor can focus only on growing his business.

43 views • 1 slides

This Mutual Fund Software for Distributors is the benefactor

This Mutual Fund Software for Distributors is the benefactor in terms of business expansion by sub-broker, branch, and employee login management.

47 views • 1 slides

Wealth e office a precise Mutual Fund Software

When advisor is mutually gaining from mutual funds this mutual fund software has ability to segregate amount of brokerage as per sub brokers business done.

43 views • 1 slides

Mutual fund software for IFA is a great help for Investors

When an advisor having so many prestigious clients then it will be very tough for him to generate data sheets of investment for managing corporate accounts, and tracking investment of dozens of clients, this mutual fund software for IFA is a great help, at this point that most financial professionals turn to advanced portfolio management software.

32 views • 1 slides

This mutual fund software helps distributor

This mutual fund software helps distributor and it can be extremely beneficial for those who are new start up as well for whom who are already experienced in mutual fund industry.

32 views • 1 slides

A good Mutual Fund Software package

Advisor may be having clients who are just starting with mutual fund investments purchase mutual funds. To make your mutual fund investing more efficient, distributor may have a good Mutual Fund Software package.

62 views • 1 slides

Mutual fund software for distributors enables Mutual fund investors

Despite being a simple calculation, this mutual fund software for distributors enables Mutual fund investors who may want to use the tool to analyze the amount for goal achievement through sip and lumpsum balancer of their fund holdings or prospective purchases.

51 views • 1 slides

Wealth e office a software for mutual fund distributors

The best investment is to invest in mutual fund and the best software to go with is this wealth e office a software for Mutual Fund Software distributors as it includes variety of utility software programs in one package which uphold investment management; this includes financial management, FD documenting.

39 views • 1 slides

This mutual fund software you will get well-developed algorithm

As many software uses only typical process for portfolio management but through this mutual fund software you will get well-developed algorithm may be more consistently accurate than the human brain because reports are incorporated with new guidelines and market trends.

27 views • 1 slides

Mutual fund software for distributors require good mutual fund software

To start with an SIP, in which small amount is vested periodically for that purpose through this mutual fund software for distributor an IFA can do this on clients behalf only signature needed.

62 views • 1 slides

Mutual Fund Software that you may take online and can reach to a right decision

Advisor having knowledge of Capital Markets, Derivatives, Equities, Stock Exchange functioning, etc. but you may mistake in selection of mutual fund software so for this we have well set up demo of this wealth management software that you may take online and can reach to a right decision.

30 views • 1 slides

This mutual fund software keeps your investment records up to dated

Mutual fund investment a clean pool of income savings contributed by multiple investors and is currently at a growing stage. As your mutual fund investment keeps you up to date with goals and achievement, this mutual fund software keeps your investment records up to dated.

28 views • 1 slides

Mutual fund software Online-only investment platform

One can define the mutual fund investing as a primary way of creating your portfolio for a retirement,and also an easy way for you to invest in the diversified market, to maintain this portfolio you have the best option of this mutual fund software where you can keep a keen eye on every day performance.

30 views • 1 slides

This mutual fund software for IFA will help you in all above given points

The selection of potential Indian mutual funds will also require you to have knowledge about winning mutual funds investment schemes, past and present performance of the market, and managing of risks. This mutual fund software for IFA will help you in all above given points.

28 views • 1 slides

Why distributor choice gered to this mutual fund software

Mutual fund software for distributors named as wealth e office enable you to conduct efficient research as well as manage and plan your investments through software. There are many different options when researching for funds, but almost every choice will be geared to our software.

24 views • 1 slides

A smart and efficient mutual fund software in india

It can be difficult trying to track down a solution specific to your needs.That’s why we’ve compiled all mutual funds solution to this mutual fund software for IFA, spelling out what our software do and exactly what makes this stand out as superior systems.

37 views • 1 slides

This complete mutual fund software is designed to offer distributors

This complete mutual fund software is designed to offer distributors a comprehensive and streamlined functionality in terms of both front-end and back-end operations.Through this software a distributor can do work in flow and provide documentation on mutual fund scheme performances.

27 views • 1 slides

Why to use mutual fund software

In the same way the question is there why to use mutual fund software the answer is that the distributor is practically progressing with the software because he is actively watching asset allocation of existing investments and more involved in institutional participation in the mutual fund segment.

27 views • 1 slides

More Related