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Wealth Management System Fees Billing System Online MF Buying Website About REDVision Technologies
REDVision Technologies is a diversified IT solutions company offering world class B2B & B2C application services since 2006 to help organization/client exceed its technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development, Application Development and Maintenance. REDVision Technologies offers a mature and seasoned team for implementing your ideas in real business. The team's exposure in software implementation, Product ranges from Mutual Fund/Wealth Management ERP system which is currently used by more than 1000 satisfied users, Colleges Management ERP & Stand alone applications, Pharma company management ERP system and many more. With diverse implementation exposures, REDVision Technologies has good grasp over technology and quality implementations are mandatory for us.
REDVision Product Range
Mutual Funds Life Insurance General Insurance Health Insurance Bank FD Bonds KVP  PPF  MIS Post Office  RBI Relief Bonds NSC Wealth eoffice e office Sample Reports
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],e office overview
Wealth Report on SMS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Individual Wealth Report
MF ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Extended Wealth Report
When you click on Show Family Wealth Report is one view wealth summary of every member in a family, its shows the individual portfolio details when you click on show button. User Friendly Reports Navigation Family Wealth Report Family Member’s Portfolio
MF Customer Satisfaction Perceived Services Expected Services Some Fact about Customer Behavior 66% Customers are lost primarily due to indifference in Services 14% Customers are lost due to dissatisfaction  96% Customers don’t complain… they choose another advisor. The customers who feel poorly served will tell between 8 and 16 people about their negative experience. A Highly Satisfied customer introduce you with at least 3 new customer A new customer acquisition is  ten times  more expensive than to keep a current customer.  -  Bain & Company Research ,[object Object],[object Object],[object Object],[object Object],Customer Satisfaction Determines Business Success
MF
MF
MF
MF
MF
LI
LI Insurance Due List
LI Paid Premium Record Panel
GI General Insurance Policy Holding Report
GI Renew GI Policy Panel
FD Fixed Deposit Investment Report
PO Post Office Investment Report
PO Post Office Maturity List
[object Object],[object Object],[object Object],[object Object]
Set Profit Booking Trigger Set NAV Target Trigger Set Target Date Trigger Trigger by Achievement for a particular investment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Other Reminders on SMS & Email
Bulk SMS Console Send Hundreds of SMS on Single Click Sent SMS Report Know the Clients whom SMS Sent
January April July December You +5 You +5 +25 You +5 +25 + 125 You +5 +25 +125 + 625 Clients Online Reference System How it will Work:  Every Time when client ‘Logout’ from eoffice  He Will be Asked “Are you happy with our services?”  There will be 3 Options “Yes” or “No” or “Close”. If Client Click “No”, then he will reach to Feedback. If Client Click “Yes”, then these text will appear  “ The Best Way to Thank Your ‘Wealth Manager’ is provide 5 references”   Your Client Will type Name of his friends & mobile numbers in the given fields  & Click ‘Send’ Coming Soon in eoffice Get New Customers, Without Any Hard Work
Coming Soon in eoffice Virtual Appointment Manager : You can set appointment Date, Time & Client Name. Wealth eoffice will Remind You Via SMS Before the Appointment Time. “ If There’s Any Delay,  it’s you who Pay!.” Virtual Appointment Manager
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Coming Soon in eoffice Fees Billing System
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],*There are Extra Charges for Website Designing.  You Have Option to Buy Wealth eoffice Without Website. Online MF Transaction by Your Own Website*
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Frequently Ask Questions (FAQ)
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Frequently Ask Questions (FAQ)
- Michelangelo
REDVision Technologies. Office: Bansi Trade Center LG-11, 581, M.G. Road, Indore 452001 (M.P) INDIA +91 930 29 80808 +91 932 93 90909 E-mail  :  [email_address] Website :  www.redvisiontech.com Contact Us
[object Object]
[object Object],DISCLAIMER

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Wealth Eoffice Demo Presentation

  • 2.  
  • 3. Wealth Management System Fees Billing System Online MF Buying Website About REDVision Technologies
  • 4. REDVision Technologies is a diversified IT solutions company offering world class B2B & B2C application services since 2006 to help organization/client exceed its technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development, Application Development and Maintenance. REDVision Technologies offers a mature and seasoned team for implementing your ideas in real business. The team's exposure in software implementation, Product ranges from Mutual Fund/Wealth Management ERP system which is currently used by more than 1000 satisfied users, Colleges Management ERP & Stand alone applications, Pharma company management ERP system and many more. With diverse implementation exposures, REDVision Technologies has good grasp over technology and quality implementations are mandatory for us.
  • 6. Mutual Funds Life Insurance General Insurance Health Insurance Bank FD Bonds KVP PPF MIS Post Office RBI Relief Bonds NSC Wealth eoffice e office Sample Reports
  • 7.
  • 8.
  • 9.
  • 10. When you click on Show Family Wealth Report is one view wealth summary of every member in a family, its shows the individual portfolio details when you click on show button. User Friendly Reports Navigation Family Wealth Report Family Member’s Portfolio
  • 11.
  • 12. MF
  • 13. MF
  • 14. MF
  • 15. MF
  • 16. MF
  • 17. LI
  • 19. LI Paid Premium Record Panel
  • 20. GI General Insurance Policy Holding Report
  • 21. GI Renew GI Policy Panel
  • 22. FD Fixed Deposit Investment Report
  • 23. PO Post Office Investment Report
  • 24. PO Post Office Maturity List
  • 25.
  • 26.
  • 27.
  • 28. Bulk SMS Console Send Hundreds of SMS on Single Click Sent SMS Report Know the Clients whom SMS Sent
  • 29. January April July December You +5 You +5 +25 You +5 +25 + 125 You +5 +25 +125 + 625 Clients Online Reference System How it will Work: Every Time when client ‘Logout’ from eoffice He Will be Asked “Are you happy with our services?” There will be 3 Options “Yes” or “No” or “Close”. If Client Click “No”, then he will reach to Feedback. If Client Click “Yes”, then these text will appear “ The Best Way to Thank Your ‘Wealth Manager’ is provide 5 references” Your Client Will type Name of his friends & mobile numbers in the given fields & Click ‘Send’ Coming Soon in eoffice Get New Customers, Without Any Hard Work
  • 30. Coming Soon in eoffice Virtual Appointment Manager : You can set appointment Date, Time & Client Name. Wealth eoffice will Remind You Via SMS Before the Appointment Time. “ If There’s Any Delay, it’s you who Pay!.” Virtual Appointment Manager
  • 31.
  • 32.
  • 33.
  • 34.
  • 36. REDVision Technologies. Office: Bansi Trade Center LG-11, 581, M.G. Road, Indore 452001 (M.P) INDIA +91 930 29 80808 +91 932 93 90909 E-mail : [email_address] Website : www.redvisiontech.com Contact Us
  • 37.
  • 38.