Wealth eoffice A Online Wealth Management ERP Software

Wealth e-office™ A Online Wealth Management ERP Software For Financial Advisors

About REDVision Computer Technologies Pvt. Ltd. RED Vision Computer Technologies Pvt. Ltd. , Offering B 2 B application services since 2006 to help Financial Organizations & IFAs to exceed their technological expectations in India. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance. We combine our Technical & Financial Domain Expertise to create world class one stop solutions for Financial Advisors and Planners. Facts & Figures • Established in 2006. • First company to introduce Wealth Management & Financial Planning platform in India. • Headquartered in Central India, Indore, M. P. • Strong Financial Domain knowledge and expertise. • Full time Team of 22 Programmers & Server Consultants. • 28 Financial Domain Consultants, combine experience of 100+ Years. • 35 members team for After Sales, Web development and Business development. • 4, 50, 000+ Online Portfolio Users across the Globe. • Use by More than 700 CFPs and Financial Advisors across 130 cities in India. • Sun Microsystems, Sun Certified Programmers for Java 2 Platform, Standard Edition 5. 0 • ISO 9001: 2008 Certified Organization. *Figures as on 31 Mar 2014.

REDVision’s Product Range Wealth Eoffice Wealth Management Software FP Samurai Financial Planning Software websitesbazaar. com Web. Site Development Financial Tickers Data Tickers for Website

Welcome to the world of Introduces Industry Changing Software-as-a-Service Platform with New and First-Ever Features for Financial Advisors.

Automatic MF Transaction, SIP & Folio Master File Upload in Software Wealth Eoffice is India’s only software Uploads CAMS, Karvy and Sundaram Transactions, SIP and Folio Master files Automatically (without manual work) from Registrar on daily basis, This process saves your 45 minutes every day. Cams Karvy Sundaram Daily Mailback Files How this system works? Uploaded at 7. 00 AM Server Automatic Update at Your End Get Freedom from Daily Manual File Uploading, Give more time to Clients instead!!!

Dash Board View Why Wealth eoffice? • First Online Software in India with Multi Assets & Financial Planning with inbuild CRM. • India’s Only Software which upload MF Transaction, SIP & Folio Files AUTOMATICALLY. • Can be integrated with 3 rd party Online MF Buying/Selling Platform. • Most User Friendly software with self explanatory reports. • Each client gets separate wealth account login to check net worth online. • Auto SMS/Email Funds Valuation, Insurance, FD & Postal Maturity & Birthday to Client. • 100% web based, Freedom to access your portfolio from any part of the world.

Individual Wealth Report Products covered in Wealth Management Software o Mutual Funds o Equity o Life Insurance ( All Companies) o General Insurance ( Includes Health & Vehicle ) Wealth Report on SMS/Email o Post Office & Bank FD o PPF, EPF, RD, Corporate FDs, KVP, RBI Relief Bonds o Commodities (Gold & Silver), o Real Estate

MF Strategic Advantage of eoffice. Information = Opportunity Now you know: - • How much Life Insurance, Health Insurance, Bank FD, RD, Bonds, PO, MF, Equity and Real Estate client have from other Advisors. • You know when these products are getting mature • With the help of this information you can switch/Transfer that business under your advisory. So Business Logic is: - More Cross Sell = Bigger Market Share

Family Member’s Portfolio When you click on ‘+’ User Friendly Reports Navigation 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.

Capital Gain Report MF Customer Satisfaction Determines Business Success Customer Satisfaction Perceived Services Expected Services Customer Expectations are Normally Not Very High Some Fact about Customer Behavior BUT…Your Job is to Surprise Them 66% Customers are lost primarily due to indifference in Services Customer’s “WOW” Level is : - “Doing 14% Customers are lost due to dissatisfaction 96% Customers don’t complain… choose another advisor. What They they Haven’t even imagined”!!! The customers who 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

MF Section Other Reports in Mutual Fund Section

Life Insurance Policy Holding Report 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 LI

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

Fixed Deposit Investment Report FD, PPF, EPF & RD Management Following Features Included in Management Module Enter Bank FD, Corp. FD, PPF, EPF and RD Maturity List View/Update Or Delete Details FD, Bond, PPF, EPF & RD Holder List PPF & RD Management Module FD

PO Post Office Investment Report Post Office Management Post Office Module include RD, Time deposit, KVP, MIS, NSC, PPF & SCSS. Enter New PO Business Postal Maturity List View/Update Or Delete RD, TD, KVP, MIS, NSC, PPF & SCSS Postal Investor List

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

Commodity Holding Report Commodity Management Physical/Demat Commodity (Gold/Silver) Management Module Enter Bought Commodity Details Enter Sold Commodity Details Commodity Transaction Report Delete Commodity Transaction

Real Estate Holding Report Real Estate Management Enter Bought Property Details Enter Sold Property Details Property Transaction Report Delete Property Transaction Update Property Rates

CRM Module Manage Back office employees. Store All Client’s scanned Documents like PAN Card, license, Driving Card, Driving license, AADHAAR Card etc. Map your client by City Area wise, now you can meet more numbers of clients in each visit to any area of your city. Plan your monthly activities/task with Monthly Planner. Automatic way to send Bouquet/Cakes to your clients on Birthday/Anniversary.

Monthly Planner View CRM Calendar Never lets you forget Client’s birthday, Anniversary, SIP Expiry and LI/GI/FD/PO Dues & Maturities.

Advisor’s Business Statistics Summary

ü Created with International practical Approach especially for “Indian” Clients. Step 1 Clarify Your Present Situation ü More focus on simplicity with comprehensiveness to address client’s need. Step 2 Step 6 Monitor and Review Identify Goals and Objectives ü Consulted by Team of CFPs, CAs, MBAs, having combine Work Experience of more than 100 years. ü Huge plan storage capacity because you may review plan of a single client 100 times in next 10 years. ü It’s Online: Access from anywhere any time, no geographical limitation. Step 3 Identify Financial Problems Step 5 Implement Strategies Step 4 Recommenda tions ü Unique 6 Methods for Life Insurance Need Calculation. ü Ample space to add products suggestions and recommendations in the plan. ü Retirement Corpus utilization table to make clients comprehend the post retirement cash flow scenario. ü Self Developed ‘PERP Method’ to calculate exact amount of monthly pension at the time of retirement. ü PDF Conversion & storage facility.

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

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

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

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

Health Insurance Life. Analysis Insurance Recommendations Analysis Health Insurance is one A Life financial Insurance planneed should of the important factor of cover Calculation all areas is like of your financial planning for financial diagnosing needs the patient and your client. In the recent should and finding resultthe in the survey, it shows that achievement deficiencies, but of your main India has the highest goals. part of. The solution scopeisshould to number of diabetes cover suggest areas the such medicines, as riskin patients in the world. management same way life and insurance analysis will techniques calculate that the This not only would sum section assurance protect your amount goals provide the health against but in Recommendation any unforeseen insurance need calamity. section you can details suggest but also givename, you panel to the Provide scheme type, We 6 Methods of add policy details and sum. Insurance assured, yearly Life Need recommendation which Premium and tenure, also Calculation which gives will permanently you be cansaved add you scope to multiple protect in your desk. policies and reason to Income, outstanding suggest the policy in the loans, Goals & Expenses last. etc.

Retirement Goal Asset Planning Allocation Analysis With Financial Plan Storage Important Disclosure Post Retirement Cash Flow and Recommendations Research hasnecessary shownarea that Software has This section Retirement is aisstorage very Goal Planning section choosing right asset class with unlimited important disclosures, you important Goal incapacity Financial give a separate roadmap has highest on which can saveimpact all Financial can insert/edit/delete Planning, Client wants a yours foolof your each goal with returns, FP Samurai gave Plans ofalso. clients from points proof pension plan with. First cash Advisor’s u featured plan to each review flow statement till the and end of Recommendations, Goal recommendation panel there is one click email life. You can also Generate planning also includes which compare current sending panel which will Financial Plan in PDF Retirement Planning Includes: “This Goal has Been asset with send anallocation well drafted email Format by clicking on - Find how much pension PROTECTED” Seal required if the Action. tobuy/sell your client with attached with the help of. Final PERP Report” Method. “Generate in goal is insured by Client. Financial Plan in PDF the last of the page. Fund Contingency Goal Planning Includes Format. - Gives a corpus needed to form a Arrangement following retirement kitty. Goals: Here FP Samurai makes - Child Education difference of creating a - Gives Complete retirement - Child Marriage contingency fund amount utilization cash flow that - Retirement Planning arrangement will be near to zero atseparate the end offor life. - House & Car Planning husband & wife (if both - Holiday * Image fade. Planning due toaccording lack of areisearnings) - Self Education & other space, please go for live demo. Goals for to household monthly actual look & feel. living expenses.

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. � Do you remember Jan 2008 when your clients were getting huge profits but you couldn’t book it. Trigger by Achievement for a particular � Many client didn’t know that they have completed 3 Years in Tax Saving Funds (ELSS). investment Set Triggers/ Alerts on SMS Set Profit Booking Trigger Set NAV Target Trigger Set Target Date Trigger

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”

Automatic Lead Generation From Your Clients Get New Customers, Without Any Hard Work Online Reference System You +5 +25 +125 + 625 Your Client Will type Name of his friends & mobile numbers in the given fields & Click ‘Send, his friend will get SMS: ’ January April contact details will Julybe stored in you December Every Reference software. Clients +5 Work: +25 + 125 How You it will When your client ‘Logout’ from eoffice You +5 +25 He Will be Asked “Are you happy with our services? ” 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”

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: Redvision assign you a dedicated After Sales Manager to take care of services. 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.

Contact Us RED Vision Computer Technologies Pvt. Ltd. ( An ISO 9001: 2008 Certified Company ) Registered Office: 401, A-Wing, above UCO Bank, Twins Star Building, Saket Square, Indore 452001 (M. P) INDIA +91 731 40 26004 E-mail : query@redvisiontech. com Website : www. redvisiontech. com

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