Why Mutual fund software attract more customers for advisors?

1. Wealth EliteThe Future of Mutual Fund Software • Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research.

2. Why Wealth Elite? • Wealth Elite is Software As A Service for Financial Advisors of India, a Financial Advisor can subscribe the SaaS by paying the subscription fees, after successful subscription a Financial Advisor can manage their clients' Portfolios and other client information. • Wealth Elite is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India’s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research. The services can be extended to the ROBO-ADVISOR solution which can automate a big part of advisory services like Paperless Video KYC based on boarding, Model portfolio-based investment & Goal-Based Tracking.

3. Who We Are? • RED Vision Global Technologies Pvt. Ltd., Offering B2B application services since 2006 to help organization & IFA to exceed their technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance. • Facts & Figures: • Established in 2006. • Headquartered in Central India, Indore, India. • Team of 45 Full Time Software Professionals. • Team of 28 Financial Domain Consultants, combine experience of 100+ Years. • 28 Financial Domain Consultants, combine experience of 100+ Years. • 25,00,000 Online Portfolio Users. • Use by More than 2500+ CFPs and MF Advisors across 400+ cities in India. • Sun Microsystems, Sun Certified Programmers for Java 2 Platform, Standard Edition 5.0. • ISO 9001:2008 Certified Organization.

4. Our Achievements

5. Top Features

6. White Label 100% White Labeled Solution! • URL based white labeling: If Financial advisor’s website URL is www.yourdomain.com, the software will be operating on the same URL the inside report URL will be look like www.yourdomain.com/MFPortfolio. • Color Theme Based White Labeling: The color theme of software can be exactly matched with the color theme of Financial Advisor’s website. So that when the Investor navigates from website to backend software it will be smoothes transition and enjoy the same branding.

7. Multi-Assets Bird Eye View for 20+ Assets! • Advisor can take better decisions when he have the information of complete portfolio, wealth elite is a single platform to manage Mutual Funds, Life Insurance, General Insurance, Health Insurance, Direct Equity, Postal, FD, Bonds, Commodities, Real Estate, PPF, PF, PMS, Venture Capital Funds, Alternative Investments, Arts & Antiques etc. • The Best part is all this assets can be link with investor’s Goal financial planning to track the progress and achievements.

8. Portfolio Analysis Powerful Portfolio Analysis! Reporting the complicated data in most simple way is our expertise, get equity holding, sector exposure, debt paper qualities, fund type wise pie chart, goal allocations, family member wise exposure, SIPs, Capital Gain, What If Scenario of your investor in few clicks.

9. Online ATM Online ATM – It’s a wallet give returns like FD! Your clients keep money idle in bank a/c, this money can be channelized in liquid fund with Insta Redemption Feature and when every client need, Online ATM gives facility to withdraw a maximum of Rs.50,000 or 90% of invested amount within 30 minutes to bank account.

10. Portfolio Rebalancing Portfolio Re-Balancing with BSE & NSE Integration! Our Portfolio Re-Balancing feature allows you to book profit at pick and invest at bottom by just a click, the modules is integrated with BSE & NSE, so that the switch order can be placed directly from Rebalancing report, this product engineering a portfolio can be more profitable and less risky. Strategies offered in our platform: • Fixed Time Interval based rebalancing. • Percentage change based rebalancing.

11. Goal Tracker Goal Tracker – Embedded with BSE/NSE. • Investments cycle revolved around FEAR, GREED & HOPE, we added LOVE. • Our Goal Tracker allow advisor to customize the Goal tacking report by adding investor’s family & kids photos with the report. • Advisor can Map all Assets with the Goal & in case of any deficit the advisor can place future orders of mutual funds via BSE/NSE from the Goal Tracker.

12. Financial Planning Financial Planning – Generate 40 pages Professional Financial Plans in minutes. Generate complete financial plans with Insurance need analysis, post retirement cash flow, Goal report with client’s photo, Asset Allocation recommendations, Net worth analysis, solvency ratio and many more.

13. Video KYC Video KYC – Instant KYC from Anywhere. Instant full video KYC by invitation link for clients present in any part of the world.

14. Research Research Tools Model Portfolio, Funds Factsheet, SIP/STP/SWP Past performance Calculator, Human life Value Calculator, SIP Calculator, Loan EMI Calculator, FD Calculator, Child Marriage planning Calculator, Child Education Planning Calculator, Retirement Planning Calculator, Dividend History, Latest & Historical NAV Watch, Income Tax Calculator, SIP Delay Cost calculator

15. Reports

16. Valuation Report

17. One Click Valuation Get the live status of invested funds with all relevant information like Folio Number, Investment Cost, Current Value, Dividend Paid, Reinvested, Current NAV, Gain/Loss, Absolute Return, XIRR and much more. Option to make additional investment in the existing scheme to fulfill the shortfall arriving in accomplishing the goal.

18. Invest Online Scheme Recommendation

19. Classify Top Schemes An Advisor can display self shortlisted schemes on the investment dashboard to recommend such schemes to investors on priority. Customized categories can be created like Best ELSS Funds, Top Gold Funds, Blue Chip Funds, and Equity Schemes that generates higher returns and dividends.

20. Profit & Loss Valuation

21. Instant Gain/Loss Result Generate profit/loss statement for any desired duration for all invested schemes and can also perform cross verification of investment output through Purchase, Switch in, Redemption, Switch Out, Dividend Payout and Current Value. Facility to develop future value and results of investment with the help of What If Scenario.

22. Capital Gain

23. Realized Capital Gain Quickly identify the actual short term capital gain and long term capital gain for any relevant financial year through the report and also the net realized gain/loss for Equity and Debt funds is presented separately. Detailed or summarized report can be prepared as per the requirement of advisor or on demand of investor.

24. Tax Package

25. Reports for ITR Filing Send Valuation Report, Dividend Report, Financial Year Transaction Statement, and Capital Gain Report to investors via Email to assists them in filing Income Tax Return for the financial year. This report helps advisor’s clients to claim particular deductions on the eligible investments that reduces tax burden.

26. CRM

27. Manage Relations with Clients Multiple facilities are available to deal with clients effectively through Bulk Assign, SMS, Client Analysis, Event Calendar, Bouquet Manager, E-Vault, Theme Management , and Prompt Notifications. Advisor get help to retain clients for long term with all such facilities.

28. Idea Bank

29. Drop Your Suggestion Ideas and suggestion pertaining to Business Development and Investors Services are always welcomed in order to grow advisors business and improve productivity. Even the status of Idea can be tracked.

30. Facilities in Advisors App

31. Productive Dashboard! Get AUM & SIP trends of the last 4 months on your dashboard with a recent purchase, redemption, rejected transactions, new SIPs, and upcoming business reports.

32. Place MF Transactions! Advisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor.

33. Reports on WhatsApp! Advisor gets the capability of sending various reports like Valuation, Capital Gain, Transactions & FY wise transaction on WhatsApp in a few clicks!

34. Portfolio Analysis! Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns, Profitability of portfolio on go, send portfolio report to clients on Whatsapp!

35. Research Searching for best SIP or top ELSS funds was never so easy, get various NAV Based calculators and income tax estimator only on Advisor X!

36. Goal GPS! Track Goal achievements of the client with required return and current return comparison mapped and additional required investments!

37. Features In Investors APP

38. Portfolio Analysis We made the investment reports very easy, all the key data you can view in a glance.

39. Invest Online We offer a 100% paperless process of investment. It takes a few seconds to register a SIP or Purchase an ELSS.

40. Online ATM Exclusively designed feature to earn extra returns on idle money you kept in saving account, Instant invest & Instant withdrawn.

41. Goal Tracker Give purpose to your investments, you can map all your investments with the goal like child education, marriage or retirement.

42. Research Invest in well researched cherry-picked perfectly balanced portfolio.

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