Audience
Business managers interested in a powerful Investment Management solution
About Wealth EOffice
Multi assets and investments of the clients can be conveniently managed from single platform with no more efforts. Get rid of the physical documents and applications and let the technology do it on your behalf that reduces your cost of operations. Develop various reports to perform analysis of the investments from all perspectives that improves your strategy day by day. Get the alerts for matured investments, due SIPs, insurances, birthdays and anniversaries of your clients to serve better and make the relations stronger. Multiple tools and facilities are made available keeping in mind every need of advisors which are useful on routine basis. Convenient to operate the platform with its unique and attractive UI which keeps your clients engaged on the portal.
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Integrations
No integrations listed.
Company Information
REDVision Technologies
Founded: 2007
India
www.redvisiontech.com
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Product Details
Platforms Supported
SaaS
Support
Phone Support
Online
Wealth EOffice Product Features
Investment Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Accounting Management
Benchmarking
Client Management
Commodities
Payroll & Commissions
Portfolio Management
Risk Management