Personal Information
Unternehmen/Arbeitsplatz
Indore, MP India
Branche
Finance / Banking / Insurance
Webseite
www.redvisiontech.com
Info
Wealth eoffice is a complete Wealth Management support system integrating all Products like Mutual Fund,Equity, Life Insurance, General Insurance, Post Office, Fixed Deposit, KVP, RBI Bond in a single portfolio, the good part in the software is every client based report is connected to SMS gateway which keep the client up to date by regular alerts. The Software is 100% web based, it give you and your client the freedom to access the system from any part of the world. To provide a paperless and fully centrally investment management environment for IFA and his/her clients is the vision with which Wealth E-Office 2.0.1.1 is been made.
Tags
financial planning software
wealth management software
mutual funds software
wealth eoffice
financial advisor
asset management software
goal tracking
financial planning
financial goal tracker
red vision
goal tracking software
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mutual fund software
financial services
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faqs rajiv gandhi equity savings scheme
rgess
wealth management software mutual fund software
investment tracking software
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college management system
parenttoolbox
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Präsentationen
(4)Dokumente
(1)Personal Information
Unternehmen/Arbeitsplatz
Indore, MP India
Branche
Finance / Banking / Insurance
Webseite
www.redvisiontech.com
Info
Wealth eoffice is a complete Wealth Management support system integrating all Products like Mutual Fund,Equity, Life Insurance, General Insurance, Post Office, Fixed Deposit, KVP, RBI Bond in a single portfolio, the good part in the software is every client based report is connected to SMS gateway which keep the client up to date by regular alerts. The Software is 100% web based, it give you and your client the freedom to access the system from any part of the world. To provide a paperless and fully centrally investment management environment for IFA and his/her clients is the vision with which Wealth E-Office 2.0.1.1 is been made.
Tags
financial planning software
wealth management software
mutual funds software
wealth eoffice
financial advisor
asset management software
goal tracking
financial planning
financial goal tracker
red vision
goal tracking software
goal gps
mutual fund software
financial services
financial software
faqs rajiv gandhi equity savings scheme
rgess
wealth management software mutual fund software
investment tracking software
college management erp software
college management system
parenttoolbox
Mehr anzeigen