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Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

Aug 23, 2014

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Wealth eoffice, it’s a online wealth management platform user by more than 340 MF Distributors across India. Wealth eoffice is a one of the popular wealth management web based Software for financial planners & Wealth management Institutions, having more than 72000 online portfolio users, developed by ISO 9001:2008 Certified Company under advisory/consultation of Wealth managers/ CFPs/ CAs/Financial Advisors having combine work experience of more than 100 years. Please find attached Presentation for the same. get free demo, visit us at www.redvisiontech.com
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Page 1: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation
Page 2: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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.

Page 3: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

REDVision Financial Products

Page 4: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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.

Control Panel View

Page 5: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

Products covered in Wealth Management System

o Mutual Funds

o Equity

o Life Insurance ( All Companies)

o General Insurance ( Includes Health & Vehicle )

o Post Office, Bank FD

o Bonds and Debenture

o NSC, KVP, PPF, MIS, RBI Relief Bonds

Wealth Report on SMS/Email

Individual Wealth Report

Page 6: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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

MFExtended Wealth Report

Page 7: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

Family Wealth Report

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.

Family Member’s Portfolio

User Friendly Reports Navigation

Page 8: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

MF

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”!!!

Page 9: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

MF

Page 10: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

MF

Page 11: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

MF

Page 12: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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

Tra

nsac

tion

File

s

Uploaded at 7.00AM

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

Page 13: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

LI

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

Page 14: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

General Insurance Policy Holding ReportGI

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

Page 15: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

Fixed Deposit Investment Report FD

FD/ Bond ManagementFollowing Features Included in FD/Bond Management Module

Enter New FD/Bond

FD Maturity List

View/Update Or Delete FD Details

FD/ Bond Holder List

Page 16: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

Post Office Investment Report

PO

Post Office ManagementFollowing Features Included in Post Office Management

Module

Enter New PO Business

Postal Maturity List

View/Update Or Delete Postal Details

Postal Investor List

Page 17: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

Direct Equity Holding ReportEQ

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

Page 18: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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.

Page 19: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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

Page 20: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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.

Page 21: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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.

Page 22: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

Liabilities & Liabilities & Networth AnalysisNetworth 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 AnalysisRatio 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 Asset Allocation AnalysisAnalysis

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.

Page 23: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

Life Insurance Life Insurance AnalysisAnalysis

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 Life Insurance RecommendationsRecommendations

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 Health Insurance AnalysisAnalysis

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.

Page 24: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

Asset Allocation Asset Allocation RecommendationsRecommendations

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 Contingency Fund ArrangementArrangement

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 Goal Plan Analysis and and

RecommendationsRecommendations

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 Goal Planning Includes following Includes following Goals:Goals:- Child Education

- Child Marriage

- Retirement Planning

- House & Car Planning

- Holiday Planning

- Self Education & other Goals

Retirement Planning Retirement Planning With Post Retirement Cash With Post Retirement Cash

Flow and Flow and RecommendationsRecommendations

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 Retirement Planning Includes: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 Important Disclosure 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 Financial Plan StorageStorage

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.

Page 25: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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

Page 26: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

• 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

Page 27: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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.

Page 28: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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.

Frequently Ask Questions (FAQ)

Page 29: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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 : [email protected] : www.redvisiontech.com

Contact Us

Page 30: Financial Planning and wealth management software, Wealth Eoffice Demo Presentation

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