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
Cloud
Support
Phone Support
Online
Wealth EOffice Product Features
Investment Management
Bonds / Stocks
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Performance Metrics
Supported
Accounting Management
Not Supported
Benchmarking
Not Supported
Client Management
Not Supported
Commodities
Not Supported
Payroll & Commissions
Not Supported
Portfolio Management
Not Supported
Risk Management
Not Supported
