Wealth eoffice is a one of the popular wealth management web based Software for financial planners & Wealth management Institutions, having more than 72000 online portfolio users, developed by ISO 9001:2008 Certified Company under advisory/consultation of Wealth managers/ CFPs/ CAs/Financial Advisors having combine work experience of more than 100 years. Please find attached Presentation for the same. Wealth E-Office 2.0.1.1 is a complete Wealth Management Support System integrating all Products like All Mutual Funds, Equity, All Life Insurance, All General Insurance, Equity, Post Office, All Fixed Deposit, KVP, RBI Bond in a single Software. Key Features of Software & Benefits: 1. Not only Mutual Fund Management but All financial products in a single portfolio, helps to become a true "Wealth Manager". 2. Software that have capacity of handling AUM of 3000 Cr & 1 Lakh plus Clients for IFA. 3. Online Portfolio Login to every client to check net worth online. 4. Automatic SMS of Mutual Fund Valuations, LI & GI Renewals, PO & FD Maturities on Client's Mobile. 5. 100% online, access from anywhere, any time. 6. Inbuilt 'Business Expansion Module' which generates leads from existing clients. www.redvisiontech.com

2. REDVision Computer Technologies Pvt. Ltd. is a diversified IT solutions company
offering world class B2B application services since 2006 to help organization
exceed its technological expectations in India & Abroad. Our competencies lie in
Enterprise Resource Planning (ERP) Development and Maintenance.
We offers a mature and seasoned team for implementing ideas in real business.
The team's exposure in software implementation, Product ranges starts from
Wealth Management ERP system which is currently used by more than 340 CFPs
and MF Advisors across 75 cities in India who are providing professional advisory
services to 92000 satisfied Online Portfolio users across the globe, which makes
Wealth eoffice one of the India’s largest Online wealth management software
providers, other product ranges from financial website development, Financial
tickers & Financial Planning software. With diverse implementation exposures,
REDVision Technologies has good grasp over Financial Domain & Technologies
and quality implementations are mandatory for us.

3. REDVision Financial Products

4. Control Panel View
Why REDVision eoffice?
• First Software in India builds according to ‘No Entry Load’ scenario.
• Wealth Management with Financial Planning Model keeps you ahead of
competition.
• Ideal for Fee based Advisory model to increase earnings.
• Multiple products in a single portfolio, makes you a true ‘Wealth
Manager’.
•This software have capacity to handle AUM of Rs.3000 Cr & more than1
Lakh Clients.
• Each client gets separate wealth account login to check net worth online.
• Auto SMS/Email Funds Valuation, Insurance, FD & Postal Maturity &

5. Individual Wealth
Report
Products covered in Wealth Management System
o Mutual Funds
o Equity
o Life Insurance ( All Companies)
o General Insurance ( Includes Health & Vehicle )
o Post Office, Bank FD Report on SMS/Email
Wealth
o Bonds and Debenture
o NSC, KVP, PPF, MIS, RBI Relief Bonds

6. MF
Extended Wealth Report
Strategic Advantage of eoffice.
Information = Opportunity
Now you know:-
•How much Bank FD, KVP, Bonds, PO, LI, GI, MF, Equity, Health Insurance
client have from other Advisors.
• You know when these products are getting mature
•With the help of this information you can suggest better alternative you
offer.
Business Logic:-
More Cross Sell = Bigger Market Share

7. Family Wealth Report
Family Member’s Portfolio
When you User Friendly Reports Navigation
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.

8. MF
Customer Satisfaction Determines Business Success
Customer Perceived Expected
Satisfaction Services Services
Customer Expectations
Some Fact about Customer Behavior are Normally Not Very High
66% Customers are lost primarily due to indifference in Services
BUT…Your Job is to Surprise Them
14% Customers are lost due to dissatisfaction
Customer’s “WOW” Level is :- “Doing
96% Customers don’t complain… they choose another advisor.
The customers whoWhat They Haven’t even imagined”!!!
feel poorly served will tell between 8 and 16 people about their
negative experience.
A WOW customer introduce you with at least 3 new customers.
A new customer acquisition is ten times more expensive than to keep a current customer.
- Bain & Company Research

9. MF

10. MF

11. MF

12. Wealth Eoffice Uploads CAMS, Karvy, Sundaram, DWS and Franklin Templeton Transactions
Automatically from Registrar on daily basis without any manual intervention.
How this system works?
Cams Server
Uploaded at 7.00AM
Daily Transaction Files
Karvy
Sundaram
DWS
Franklin Templeton Automatic Update at Your Office
Get Freedom from Daily Manual File Uploading, Give more time to Clients instead!!!

13. LI
Life Insurance Management
Following Features Included in Life Insurance Management
Module
Enter New Policy
Get Due List For LI Policies
Paid Premium details of Policies
Update Or Delete Policies Entered Previously
Get LI Transaction details of each client
Get List For LI Holders

14. GI
General Insurance Policy Holding Report
General Insurance Management
Following Features Included in General Insurance Management
Module
Enter New Policy
Get Due List For GI Policies
Enter Policy Renewal details
Update Or Delete Policies Entered Previously

15. FD
Fixed Deposit Investment Report
FD/ Bond Management
Following Features Included in FD/Bond Management Module
Enter New FD/Bond
FD Maturity List
View/Update Or Delete FD Details
FD/ Bond Holder List

16. PO
Post Office Investment Report
Post Office Management
Following Features Included in Post Office Management Module
Enter New PO Business
Postal Maturity List
View/Update Or Delete Postal Details
Postal Investor List

17. EQ
Direct Equity Holding Report
Direct Equity Management
Following Features Included in Direct Equity Management
Module
Enter Bought Equity Details
Enter Sold Equity Details
E Equity Holding Report
Equity Transaction Report
Delete Equity Transaction

18.  Created with International practical Approach especially for “Indian”
Clients.
 More focus on simplicity with comprehensiveness to address
client’s need.
 Consulted by Team of CFPs, CAs, MBAs, having combine Work
Experience of more than 100 years.
 Huge plan storage capacity because you may review plan of a single
client 100 times in next 10 years.
 It’s Online: Access from anywhere any time, no geographical
limitation.
 Unique 6 Methods for Life Insurance Need Calculation.
 Ample space to add products suggestions and recommendations
in the plan.
 Retirement Corpus utilization table to make clients comprehend the
post retirement cash flow scenario.
 Self Developed ‘PERP Method’ to calculate exact amount of
monthly pension at the time of retirement.
 PDF Conversion & storage facility.

19. Financial Planning Software
Save & Submit to Generate
Tabs forPrimaryFP Data Plan
filling Financial
6 Methods for Life
Insurance Sum assured
Amount Calculation
Unique “PERP Method” to
Calculate accurate Pension
amount.
Add more details

20. Table of Financial
Primary Contents
Define Fee
Structure
Plan
This is a part of “Letter
It will help you and your
We are on Front Page
of Understanding”, It is
clients to view the areas
of Financial Plan.
always recommended
covered in the financial
to agree with a client
A Primary Financial Plan
plan.
on a fee structure in
some thing like Diagnosis
various heads and
Report for a Doctor.
signed it up to avoid
Now the Financial
any confusion in
Planner’s work starts here,
future.
you can add
recommendations,
Suggestions & solutions
The Fee structure is
for improvement in with
generated along
financial health and on
“Letter of
different Goals, Will will
Understanding”, it
Creation, with Financial
be saved Asset Allocation,
Life Insurance, Health
plan, So that you can
Insurance, Retirement
view or review any time
Planning etc.
in future.

21. Suggest a Will. &
Asset Liability
Income &
Expenses
Networth
This page will be added
This is one sight view
Your Doctor always ask
when you click on the
of client’s entire you are
about what drugs
check box in the
monthlytaking before
already income and
personal information
expenses with pie
prescribing new one,
under head “Suggest a
chart. way you must
same When you have
Will”.
to suggest on expense
analyze current asset
cutting it is always
allocation and till what
better to haveasset can
extend these a
expenses distributed
help clients in
view for better goals.
achievement of
understanding.

22. Asset Allocation
Ratio Analysis
Liabilities &
Networth Analysis
Analysis
Asset Analysis helps you
Ratio Allocation analysis
Liabilities Analysis sheet
forms the symptoms of
in finding foundation of
givefinancial plan. In on
any a brief overview that
Financial Disease, so fact,
EMI out flow,the right mix
total
determining corrective
you can take
outstanding, rate cash
of stocks, bonds, of loan
actions on time to
and liability holder which
and other assetsame.
improve in the classes
is useful in taking various
may be your one of the
Ratio Analysis
decisions regarding
most important
includes
priority in loan
investment decisions.
1. Reserve/Surplus
repayment.
Ratio
Before reaching any
The Net Worth Shows
2. Saving Money it is
How Much to Surplus
concrete decision Would
Ratioto analyze what
must
be left if Everything
client already owned,
Owned was convertedFP
3. Debt to Income
Samurai and used to pay
into cashprovide analysis
Ratio
on Asset Allocation,
off Liquid to Networth
4. all debts.
Return Efficiency level,
Ratio
Expected Return Delivery,
5. Solvency Ratio
Asset Liquidity Level.
6. Debt Asset Ratio

23. Health Insurance
Life Insurance
Analysis
Recommendations
Analysis
Health Insurance is one
A financial plan should
Life Insurance need
of the important factor of
cover all areaslikeyour
Calculation is of
financial planning for
financial needs patient
diagnosing the and
your client. In the recent
should result in the
and finding the
survey, it shows that
achievement but main
deficiencies, of your
India has the highest
goals. The scope should
part of solution is to
number of diabetes
cover areas such as riskin
suggest the medicines,
patients in the world.
management and
same way life insurance
insurance techniques that
analysis will calculate the
This assurancenot goals
wouldsection your only
sum protect amount
provide the health
against any unforeseen
but in Recommendation
insurance can suggest
calamity. need
section you
details butname, give
the Provide also type,
We scheme 6 Methods
you panel toyearly
sum assured, add
of Life Insurance
policy details and also
Premium and tenure,
Need Calculation
recommendation
which givesmultiple
you can add you scope
which will be saved
policies and reason to
to protect Income,
permanently in your
outstanding loans, the
suggest the policy in
desk.
last.
Goals & Expenses etc.

24. Retirement Planning
Goal Plan Analysis
Asset Allocation
Financial Plan
Important
With Post Storage
Recommendations
Disclosure Cash
and
Retirement
Flo w and Recommendations
Recommendations
Recommendations
Research has shown that
Retirement is a very
This sectionrightsection
Goal Planning
Software hasis necessary
choosing storage area
asset class
important Goal in Financial
give a separate roadmap
with unlimitedimpact on
important disclosures, you
has highest capacity
Planning, Client wants a fool-
which caneach goal with
of your save all Financial
can insert/edit/delete gave
returns, FP Samurai
proof pension plan with cash
Advisor’s
Plans points also.
yours of clients from First
u featured
flow statement till the end of
Recommendations, Goal
plan to each review panel
recommendation and
life.
planning also includes
there is one click email
You can compare current
which also Generate
Retirement Planning will
sendingGoal has Been buy/
“This panel which
asset allocation with
Financial Plan in PDF
Includes: well drafted email
PROTECTED” Seal if the
send an
sell Action.
Format by clicking on
togoal is insured by Client.
- Find how muchwith attached
your client pension
“Generate the help of PERP
Final Report”
Contingency Fund
required with
Financial Plan in PDF
Method. Arrangement
in the last of the page.
Format. Planning
Goal
Here FP Samurai makes
Includes following
- Gives a corpus needed to
difference of creating a
formGoals:
a retirement kitty.
contingency fund
- Child Education
arrangement separate for
- Gives Complete retirement
- Child Marriage
amount utilization cash both
husband & wife (if flow
- Retirement Planning
that are earnings) according
will be near to zero at the
end - House & Car Planning
of life.
to household monthly
- Holiday Planning
* Image is fade due to lack of
living expenses.
space, Self Education & other
- please go for live demo for
actual look & feel.
Goals

25. What will happen when…
 Your Client investing Rs.100000 for daughter’s marriage & want to switch to Bond fund when the
amount grow to Rs.200000 anytime in next 5 Years, How you will remind him.
Automatic SMS & Email System
 Your client want to redeem money when he will get profit of 20%.
 Your client want you to remind him when the NAV of a fund reach to Rs.15. Trigger by
Achievement
for a particular
 Many client didn’t know that they have completed 3 Years in Tax Saving Funds (ELSS).
investment
 Do you remember Jan 2008 when your clients were getting huge profits but you couldn’t book it.
Set Triggers/ Alerts on SMS
Set Profit Set Target
Booking Date Trigger
Set NAV
Trigger
Target
Trigger

26. Automatic SMS & Email System
• Birthday & Anniversary Wish to Clients.
• Life Insurance policy Maturity Reminders.
• General Insurance Policy Renewal Reminders.
• FD/ PO/ Bond/ Debenture Maturity Reminders.
• Set Monthly Schedule of MF/ Wealth Report on SMS/Email.
Inform Your Clients at Speed of Light.
Reduce business expenses & service time.
“You have to do Competition, only when you are similar to others”

27. Automatic Lead Generation From Your
Clients
Get New Customers, Without Any Hard Work
Online Reference System
You +5 +25 +125 + 625
How You +5 +25 + 125
it will Work:
When your client ‘Logout’ from eoffice
You +5 +25
He Will be Asked “Are you happy with our services?”
Clients
You + 5 Clients 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, his friend will get SMS:’
January Every Reference contact details will be stored in you December
April July software.

28. Frequently Ask Questions (FAQ)
Q: Is my data secure?
A: Yes, the Linux server which is being used is SSL Secure & Certified by Cyber Security
Companies like:
With these certification the Data is more secure even more then your PC.
Q: How I will Get After Sales Support?
A: Wealth eoffice is 100% Web based System, Queries Execute Directly From Server, So
most of the time client will not have any problem but in case if Client have any Problem
it Can be Rectify Without Any Physical Visit.
Q: I work from office as well as from home, can I work from both places?
A: Wealth eoffice gives you freedom to work from any part of the world, the only thing
which is required is a system with internet.

29. Contact Us
RED Vision Computer Technologies Pvt. Ltd.
( An ISO 9001:2008 Certified Company )
Registered Office:
Bansi Trade Center LG-11,
581, M.G. Road,
Indore 452001 (M.P) INDIA
+91 731 40 26004
+91 731 32 28571
E-mail : query@redvisiontech.com
Website : www.redvisiontech.com

30. DISCLAIMER
This Presentation is intellectual property of Red Vision Technologies.
The text of this presentation may contain information, which is
proprietary and/or confidential or privileged in nature belonging to
Red Vision Technologies. The authorized recipient of this
presentation are not allowed to forward/distribute it by any medium
without approval/ permission of Red Vision Technologies authorized
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acknowledges that Red Vision Technologies may be unable to
exercise control or ensure or guarantee the integrity of the text of
the presentation and the text is not warranted as to completeness
and accuracy and is subject to change without notice.