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 B2B 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 EofficeWealth Management

Software

websitesbazaar.comWebSite Development

Financial TickersData Tickers for Website

FP SamuraiFinancial Planning Software

Introduces Industry Changing Software-as-a-Service Platform with New and First-Ever Features for Financial Advisors.

Welcome to the world of

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

Server

Automatic Update at Your End

How this system works?

Daily

Mailb

ack

File

s

Get Freedom from Daily Manual File Uploading, Give more time to Clients instead!!!

Uploaded at 7.00AM

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 3rd 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.

Dash Board View

Wealth Report on SMS/Email

Products covered in Wealth Management Software

o Mutual Funds

o Equity

o Life Insurance ( All Companies)

o General Insurance ( Includes Health & Vehicle )

o Post Office & Bank FD

o PPF, EPF, RD, Corporate FDs, KVP, RBI Relief Bonds

o Commodities (Gold & Silver),

o Real Estate

Individual Wealth Report

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

MF

When you click on ‘+’

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.

Family Member’s Portfolio

User Friendly Reports Navigation

MFCapital Gain Report

Customer Satisfaction Determines Business Success

Customer Satisfaction

PerceivedServices

ExpectedServices

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”!!!

MF Section

Other Reports in Mutual Fund Section

Life Insurance Policy Holding ReportLI

Life Insurance ManagementFollowing 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

General Insurance Policy Holding Report

GI

General Insurance ManagementFollowing 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 ReportFD

FD, PPF, EPF & RD ManagementFollowing 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

Post Office Investment Report

PO

Post Office ManagementPost 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

Direct Equity Holding Report

EQ

Direct Equity ManagementFollowing 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 ManagementPhysical/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

Store All Client’s Documents like

PAN Card, Driving license, AADHAAR

Card etc.

Store All Client’s scanned

Documents like PAN Card, Driving license, AADHAAR

Card etc.

Automatic way to send Bouquet/Cakes

to your clients on Birthday/Anniversary.

Map your client by City Area wise, now you can meet more numbers of

clients in each visit to any area of your city.

Manage Back office employees.

Plan your monthly activities/task with Monthly

Planner.

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

FP SAMURAIEMBEDDED FINANCIAL PLANNING SOFTWARE

Step 1 Clarify Your

Present Situatio

nStep 2 Identify Goals and

Objectives

Step 3 Identify Financi

al Proble

ms

Step 4 Recommendat

ions

Step 5 Implem

ent Strategi

es

Step 6 Monitor

and Review

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.

Financial Planning Software

Add more details

Tabs for filling FP Data

Unique “PERP Method” to Calculate accurate Pension

amount.

6 Methods for Life Insurance Sum

assured Amount Calculation

Save & Submit to Generate Primary Financial Plan

Primary Financial Plan

We are on Front

Page of Financial

Plan.

A Primary Financial Plan

some thing like Diagnosis

Report for a Doctor.

Now the Financial

Planner’s work starts

here, you can add

recommendations,

Suggestions & solutions

for improvement in

financial health and on

different Goals, Will

Creation, Asset

Allocation, Life Insurance,

Health Insurance,

Retirement Planning etc.

Table of Contents

It will help you and your

clients to view the areas

covered in the financial

plan.

Define Fee Structure

This is a part of “Letter

of Understanding”, It is

always recommended

to agree with a client

on a fee structure in

various heads and

signed it up to avoid

any confusion in

future.

The Fee structure is

generated along with

“Letter of

Understanding”, it will

be saved with

Financial plan, So that

you can view or review

any time in future.

Suggest a Will.

This page will be

added when you click

on the check box in

the personal

information under

head “Suggest a Will”.

Income & Expenses

This is one sight view

of client’s entire

monthly income and

expenses with pie

chart. When you have

to suggest on expense

cutting it is always

better to have a

expenses distributed

view for better

understanding.

Asset Liability & Networth

Your Doctor always ask

about what drugs you

are already taking

before prescribing new

one, same way you must

analyze current asset

allocation and till what

extend these asset can

help clients in

achievement of goals.

Liabilities & Networth Analysis

Liabilities Analysis sheet

give a brief overview on

EMI out flow, total

outstanding, rate of loan

and liability holder which

is useful in taking

various decisions

regarding priority in loan

repayment.

The Net Worth Shows

How Much Money Would

be left if Everything

Owned was converted

into cash and used to

pay off all debts.

Ratio Analysis

Ratio Analysis helps you

in finding symptoms of

Financial Disease, so

that you can take

corrective actions on

time to improve in the

same.

Ratio Analysis

includes

1. Reserve/Surplus

Ratio

2. Saving to Surplus

Ratio

3. Debt to Income

Ratio

4. Liquid to Networth

Ratio

5. Solvency Ratio

6. Debt Asset Ratio

Asset Allocation Analysis

Asset Allocation analysis

forms the foundation of

any financial plan. In

fact, determining the

right mix of stocks,

bonds, cash and other

asset classes may be

your one of the most

important investment

decisions.

Before reaching any

concrete decision it is

must to analyze what

client already owned, FP

Samurai provide

analysis on Asset

Allocation, Return

Efficiency level,

Expected Return

Delivery, Asset Liquidity

Level.

Life Insurance Analysis

A financial plan should

cover all areas of your

financial needs and

should result in the

achievement of your

goals. The scope should

cover areas such as risk

management and

insurance techniques

that would protect your

goals against any

unforeseen calamity.

We Provide 6

Methods of Life

Insurance Need

Calculation which

gives you scope to

protect Income,

outstanding loans,

Goals & Expenses etc.

Life Insurance Recommendations

Life Insurance need

Calculation is like

diagnosing the patient

and finding the

deficiencies, but main

part of solution is to

suggest the medicines,

in same way life

insurance analysis will

calculate the sum

assurance amount but in

Recommendation

section you can suggest

the scheme name, type,

sum assured, yearly

Premium and tenure,

also you can add

multiple policies and

reason to suggest the

policy in the last.

Health Insurance Analysis

Health Insurance is one

of the important factor

of financial planning for

your client. In the recent

survey, it shows that

India has the highest

number of diabetes

patients in the world.

This section not only

provide the health

insurance need

details but also give

you panel to add

policy details and

recommendation

which will be saved

permanently in your

desk.

Asset Allocation Recommendations

Research has shown that

choosing right asset

class has highest impact

on returns, FP Samurai

gave u featured

recommendation panel

which compare current

asset allocation with

buy/sell Action.

Contingency Fund Arrangement

Here FP Samurai makes

difference of creating a

contingency fund

arrangement separate

for husband & wife (if

both are earnings)

according to household

monthly living expenses.

Goal Plan Analysis and

Recommendations

Goal Planning section

give a separate roadmap

of your each goal with

Advisor’s

Recommendations, Goal

planning also includes

“This Goal has Been

PROTECTED” Seal if the

goal is insured by Client.

Goal Planning

Includes following

Goals:

- Child Education

- Child Marriage

- Retirement Planning

- House & Car Planning

- Holiday Planning

- Self Education & other

Goals

Retirement Planning With Post Retirement Cash

Flow and Recommendations

Retirement is a very

important Goal in Financial

Planning, Client wants a

fool-proof pension plan with

cash flow statement till the

end of life.

Retirement Planning

Includes:

- Find how much pension

required with the help of

PERP Method.

- Gives a corpus needed to

form a retirement kitty.

- Gives Complete retirement

amount utilization cash

flow that will be near to

zero at the end of life.

* Image is fade due to lack of

space, please go for live demo for

actual look & feel.

Important Disclosure

This section is necessary

important disclosures, you

can insert/edit/delete

yours points also.

You can also Generate

Financial Plan in PDF

Format by clicking on

“Generate Final

Report” in the last of the

page.

Financial Plan Storage

Software has storage area

with unlimited capacity

which can save all

Financial Plans of clients

from First plan to each

review and there is one

click email sending panel

which will send an well

drafted email to your

client with attached

Financial Plan in PDF

Format.

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

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 SMS & Email System

Automatic Lead Generation From Your Clients Get New Customers, Without Any Hard Work

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.

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.

Frequently Ask Questions (FAQ)

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.comWebsite : www.redvisiontech.com

Contact Us

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