Wealth eoffice demo presentation

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

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REDVision Computer Technologies Pvt. Ltd. is a diversified IT solutions company offering world class B2B application services since 2006 to help organization exceed its technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance. We offers a mature and seasoned team for implementing ideas in real business. The team's exposure in software implementation, Product ranges starts from Wealth Management ERP system which is currently used by more than 340 CFPs and MF Advisors across 75 cities in India who are providing professional advisory services to 92000 satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the India’s largest Online wealth management software providers, other product ranges from financial website development, Financial tickers & Financial Planning software. With diverse implementation exposures, REDVision Technologies has good grasp over Financial Domain & Technologies and quality implementations are mandatory for us.

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Why REDVision eoffice?   First Software in India builds according to ‘No Entry Load’ scenario. Wealth Management with Financial Planning Model keeps you ahead of competition. Ideal for Fee based Advisory model to increase earnings. Multiple products in a single portfolio, makes you a true ‘Wealth Manager’. This software have capacity to handle AUM of Rs.3000 Cr & more than1 Lakh Clients. 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 eoffice from anywhere in the world.

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Products covered in Wealth Management System Mutual Funds Equity Life Insurance ( All Companies) General Insurance ( Includes Health & Vehicle ) Post Office, Bank FD Bonds and Debenture NSC, KVP, PPF, MIS, RBI Relief Bonds Wealth Report on SMS/Email

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Strategic Advantage of eoffice. Information = Opportunity Now you know:- How much Bank FD, KVP, Bonds, PO, LI, GI, MF, Equity, Health Insurance client have from other Advisors. You know when these products are getting mature With the help of this information you can suggest better alternative you offer. Business Logic:- More Cross Sell = Bigger Market Share MF

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When you click on Show 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. User Friendly Reports Navigation

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

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MF

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MF

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MF

Automatic MF Transaction File Upload in Software : 

Automatic MF Transaction File Upload in Software Wealth Eoffice Uploads CAMS, Karvy, Sundaram, DWS and Franklin Templeton Transactions Automatically from Registrar on daily basis without any manual intervention. Cams Karvy Sundaram DWS Franklin Templeton Server Automatic Update at Your Office How this system works? Daily Transaction Files Uploaded at 7.00AM Get Freedom from Daily Manual File Uploading, Give more time to Clients instead!!!

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LI 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

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GI 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

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FD FD/ Bond Management Following Features Included in FD/Bond Management Module Enter New FD/Bond FD Maturity List View/Update Or Delete FD Details FD/ Bond Holder List

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PO Post Office Management Following Features Included in Post Office Management Module Enter New PO Business Postal Maturity List View/Update Or Delete Postal Details Postal Investor List

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EQ 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

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6 Steps Financial Planning Approach Differentiating factors of FP Samurai Created with International practical Approach especially for “Indian” Clients. Consulted by Team of CFPs, CAs, MBAs, having combine Work Experience of more than 100 years. More focus on simplicity with comprehensiveness to address client’s need. Huge plan storage capacity because you may review plan of a single client 100 times in next 10 years. It’s Online: Access from anywhere any time, no geographical limitation. Unique 6 Methods for Life Insurance Need Calculation. Self Developed ‘PERP Method’ to calculate exact amount of monthly pension at the time of retirement. Retirement Corpus utilization table to make clients comprehend the post retirement cash flow scenario. Ample space to add products suggestions and recommendations in the plan. PDF Conversion & storage facility.

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

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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”

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January April July December You + 5 Clients You +5 +25 You +5 +25 + 125 You +5 +25 +125 + 625 Clients Online Reference System How it will Work: When your client ‘Logout’ from eoffice He Will be Asked “Are you happy with our services?” 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” Your Client Will type Name of his friends & mobile numbers in the given fields & Click ‘Send, his friend will get SMS:’ Every Reference contact details will be stored in you software.

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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: 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.

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RED Vision Computer Technologies Pvt. Ltd. ( An ISO 9001:2008 Certified Company ) Registered Office: Bansi Trade Center LG-11, 581, M.G. Road, Indore 452001 (M.P) INDIA +91 731 40 26004 +91 731 32 28571 E-mail : query@redvisiontech.com Website : www.redvisiontech.com

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This Presentation is intellectual property of Red Vision Technologies. The text of this presentation may contain information, which is proprietary and/or confidential or privileged in nature belonging to Red Vision Technologies. The authorized recipient of this presentation are not allowed to forward/distribute it by any medium without approval/ permission of Red Vision Technologies authorized person. The recipient if not the addressee should not use this presentation if erroneously received and access to this presentation by anyone other than the addressee is unauthorized. The recipient if not the intended addressee should delete the message. The recipient acknowledges that Red Vision Technologies may be unable to exercise control or ensure or guarantee the integrity of the text of the presentation and the text is not warranted as to completeness and accuracy and is subject to change without notice. DISCLAIMER