Red Vision Computer Technologies
The first independent wealth management system specialized in mutual fund software for distributors in india, which composed of consolidation and automation through cloud technology
The exciting features of Wealth eOffice are our USP.
•Automatic uploading of transaction files, SIP, NAV and folio master files.
•Perform online mutual funds transactions in just 30 seconds
•Advanced Goal Tracker with investor’s Family members photo with Goals.
•Prompts regular alerts to clients through emails and SMS.
•Lead generation feature that is a ultimate booster of your business expansion.
•Besides, being technologically advanced, the wealth management software is equally user friendly with best after-sale assistance.
Core Features
Investment Management Features
  • Fund Management
  • Performance Metrics
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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