Product Details
Mutual Fund Software
Indore
A Quality Product from
REDMoney Technologies [View Profile]
Indore - India
Description :
REDMoney E-Office Pro Ver 2.0.1 is a complete Web based software for financial planners, investment advisors, brokers, agents and investors for tracking investments in various Mutual Funds, Life Insurance, General Insurance, Post Office, Fixed Deposit on a single platform. A advisor can create login id for their clients where a client can get details on his/her net worth on a single click.
SMS Alert System: There is a excellent SMS alert system which send SMS to client on SIP installment, Dividend release, Insurance premium due, FD Maturity, birthday & anniversary wishes.
It comes to you by REDMoney Technologies; we are in operations since 2005, with an objective of providing software solutions for Financial Service Companies. In the process of developing customized packages for clients.
KEY FEATURES
1. Record Investment in Mutual Fund/FD/PO & Life & General Insurance.
2. Direct Upload from Registrar mail back files for Mutual Fund. No entry required.
3. Record of all Purchases and Redemptions in all Schemes.
4. Complete details of all Folios (Jt Names, Mode of Holding, Bank details etc)
5. Daily 2 minutes Auto Update for NAV, Dividends & New Schemes
6. Portfolio valuation for currently held schemes.
7. Capital Gain Statement.
8. Current Holding by folio.
9. Provision for Family Group to see the performance at a glance.
10. Asset Allocation by Scheme.
11. Objective wise allocation.
12. Latest NAV, Dividends lookup.
13. Brokerage Commission Report.
14. Sub Brokerage data maintenance.
15. Provision for sending portfolio to various clients on a single click.
16. Assets under Management by ARN, by Fund, by Client.
17. Alerts for SIP, Insurance Premiums Due, Maturity.
18. Send Emails & SMS.
19. Calendar & appointment diary.
Specialty of this software:
1. Build on latest technology which keeps it fast & error free.
2. 100% online, you can access from any where, any time.
3. All financial products in a single portfolio.
4. Valuation report to clients, a client get separate login to check net worth.
5. Automatic SMS Alerts to client.
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REDMoney Technologies deals in :
REDVision E-Office Pro Ver 2.0.1 is a complete Web based software for financial planners, investment advisors, brokers, agents and investors for tracking investments in various Mutual Funds, Life Insurance, General Insurance, Post Office, Fixed Deposit on a single platform. A advisor can create login id for their clients where a client can get details on his/her net worth on a single click. SMS Alert System: There is a excellent SMS alert system which send SMS to client on SIP installment, Dividend release, Insurance premium due, FD Maturity, birthday & anniversary wishes. It comes to you by REDVision Technologies; we are in operations since 2005, with an objective of providing software solutions for Financial Service Companies. In the process of developing customized packages for clients. KEY FEATURES 1. Record Investment in Mutual Fund/FD/PO & Life & General Insurance. 2. Direct Upload from Registrar mail back files for Mutual Fund. No entry required. 3. Record of all Purchases and Redemptions in all Schemes. 4. Complete details of all Folios (Jt Names, Mode of Holding, Bank details etc) 5. Daily 2 minutes Auto Update for NAV, Dividends & New Schemes 6. Portfolio valuation for currently held schemes. 7. Capital Gain Statement. 8. Current Holding by folio. 9. Provision for Family Group to see the performance at a glance. 10. Asset Allocation by Scheme. 11. Objective wise allocation. 12. Latest NAV, Dividends lookup. 13. Brokerage Commission Report. 14. Sub Brokerage data maintenance. 15. Provision for sending portfolio to various clients on a single click. 16. Assets under Management by ARN, by Fund, by Client. 17. Alerts for SIP, Insurance Premiums Due, Maturity. 18. Send Emails & SMS. 19. Calendar & appointment diary. Specialty of this software: 1. Build on latest technology which keeps it fast & error free. 2. 100% online, you can access from any where, any time. 3. All financial products in a single portfolio. 4. Valuation report to clients, a client get separate login to check net worth. 5. Automatic SMS Alerts to client. Contact : Zahiruddin Babar Mobile : 9302980808 Phone : 0731-4026004 Address : REDVision Technologies. Office: Bansi Trade Center LG-11, 581, M.G. Road, Indore 452001 (M.P) INDIA
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