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REDVision Global Technologies Pvt. Ltd. is an Artificial Intelligence-based WHITE LABELLED Multi Assets SaaS platform for India�s Top Financial Advisors equipped with digital client lifecycle management (CLM) solution, Powerful Portfolio Reporting & Re-Balancing, Business Intelligence, Online Transactions, Goal GPS, Video KYC, Financial Planning, Research.
Redvision Global Technologies21 Jun, 2023Finance
By following these tips, you can select the appropriate investment software that suits your requirements and budget. Wealth Elite is a top software for distributors that can fulfill all the needs of the MFDs including mutual fund transactions, reporting, planning, and performance.
Redvision Global Technologies26 May, 2023Finance
REDVision Global offers a range of mutual fund software for distributors in India, including a back-office platform, portfolio management system, and mobile apps for client engagement. Their software is known for its robust features and user-friendly interface.
Redvision Global Technologies16 May, 2023Finance
Wealth Elite mutual fund app has a mobile app that allows distributors to access their clients' portfolios on the go. The app provides real-time updates and alerts, making it easier to stay on top of portfolio performance. This feature ensures that distributors can provide their clients with timely updates and excellent service. In conclusion, Redvision Global is a powerful mutual fund software that offers a range of features to help distributors manage their clients' portfolios effectively.
Redvision Global Technologies09 May, 2023Finance
Mutual fund software for IFA can aid in generating leads, building and managing portfolios, and providing personalized investment recommendations. It also offers analysis and reporting tools for business growth. REDVision Global is the market leader in designing and creating technological and digital solutions for Mutual Fund Distributors. We have rich experience of more than 1.5 decade into the industry and we are continuously making efforts towards improving the technological experience of MFDs.
Redvision Global Technologies02 May, 2023Finance
Yes, it is possible to offer multiple mutual fund schemes through Mutual Fund Software for Distributors in India. The software provides access to various mutual fund schemes across different fund houses. REDVision Global is the market leader in designing and creating technological and digital solutions for Mutual Fund Distributors. We have rich experience of more than 1.5 decade into the industry and we are continuously making efforts towards improving the technological experience of MFDs.
Redvision Global Technologies20 Apr, 2023Finance
In recent years, the mutual fund industry has witnessed a significant transformation in terms of technology adoption. Mutual Fund Distributors (MFDs) are at the forefront of this transformation and are adopting technology-driven solutions to cater to the changing needs of their clients. One such solution is the Mutual Fund Software, which can help MFDs create a future-ready distribution model. In this blog, we will discuss how MFDs can leverage Mutual Fund Software to achieve this.
Redvision Global Technologies12 Apr, 2023Finance
The formation of goals helps in forming the most relevant strategy for investment that drives the funds towards optimum returns and desired goals which is possible through Mutual fund software for distributors based on which the operations of advisors are reduced.
Redvision Global Technologies11 Apr, 2023Finance
By optimizing the database, streamlining the user interface, enhancing data integration, optimizing algorithmic processing, implementing caching, conducting regular performance testing, updating software and hardware, and providing training and support, Mutual Fund Distributors (MFDs) can improve the performance of RED Vision software and enhance their overall productivity and effectiveness.
Redvision Global Technologies06 Apr, 2023Finance
The portfolio of the investors is rebalanced as to decrease the chance of loss without missing the great outcomes which is possible through the mutual fund software for IFA that supports distributors in handling funds. Empowering MFDs with our advanced tools to get a complete picture of clients' financial situations and health and align them with their future objectives. Strengthening the relationship between the MFDs and their clients, while increasing transparency and loyalty.
Redvision Global Technologies05 Apr, 2023Finance
The best mutual fund software in India handles investment allocation because it provides a platform for investors to analyze and manage their mutual fund investments effectively. Mutual funds pool money from multiple investors to invest in a diverse portfolio of securities, such as stocks, bonds, and other assets.
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