Efficiently Manage Your
Client's Financial Assets
On Cloud, On Mobile, On the Web.
Searching for best SIP or top ELSS funds was never so easy, get various NAV Based calculators and income tax estimator only on Advisor X!
Deposit or withdraw funds anytime from comfort of your home and enjoy higher interest than any other savings account.
Systematic planning gives accurate returns over invested funds when the assessment of risk through assets and liabilities is efficiently performed.
Adopt new way of on boarding fresh clients via remote location just by accessing digital platform and performing paperless formalities.
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. The services can be extended to the ROBO-ADVISOR solution which can automate a big part of advisory services like Paperless Video KYC based onboarding, Model portfolio-based investment & Goal-Based Tracking.
Wealth Elite is Software As A Service for Financial Advisors of India, a Financial Advisor can subscribe the SaaS by paying the subscription fees, after successful subscription a Financial Advisor can manage their clients' Portfolios and other client information.
Advisors get several features within financial platform like Goal GPS, Research Desk, Dashboard, Portfolio Analysis, Reports on whatsapp, Instant transactions.
Goal GPS is a roadmap for advisors and clients as well to predefine the long term investment objectives along with preparing a standard plan to comply the set goals.
Assist your clients in performing KYC with the convenience of their home through accessing digital portal which let your customer verified within no time without intervention of any party.
Research desk is a tool that enables advisors to perform research on the schemes and stocks based on which recommendation is made to clients for investing funds along with performing quick calculations for future returns.
Wealth Report gives advisors entire details for the investment made by particular client which assists in managing funds effectively.
The financial planning is process of assessing the risk of client at very initial stage before entering into the market of investment which involves recording sources of aggregate income and expenses that helps to derive the risk factor associated with the investor.
Happy Online Portfolio User
Satisfied Financial Advisors
Cities Presence In India
Team Of Software Services Professionals
Years In Business
Redvision Global Technologies Pvt. Ltd. not only has put in place a good support team but the top management is also very responsive and attuned to the evolving needs of the IFAs.
Premal B Thakkar,
CFA Alliance Consultants
Clients love our Plans because they are easy to read and understand. It takes a very short time to explain the whole reports and we now have a deeper and more meaningful interaction with our clients.
Partho Chakraborty,
Concept advisory services
I am using Redvision Global Technologies Pvt. Ltd. more than Five years.It’s a very user friendly and convenient to use.My customers are well satisfied by using this.It has enhanced my business to grow in large scale.It’s a Amazing Journey.
Ashis Pal,
Ashis Financial Services
