Goal GPS is a Goal Tracking tool for Financial Advisor & Investors by RED Vision Computer Technologies Pvt. Ltd.

2. Start Building Best Quality AUM with Goal GPS.
“The Quality of AUM is Depend on how you sell the Funds.”
If you Sell the Funds by
just showing market returns,
it’s the worst Quality AUM…
The best Quality of AUM is when the investments are linked with
life’s most Important GOALs, you can do it with Goal GPS by
following 3 easy steps.

3. Goal GPS is Guarantee to Generate New Business
Goal GPS is a tool for Mass, fit for 99% of your clients. The more investors
went through the Goal GPS the more additional investment opportunity you
generate.
Goal GPS Generate consolidated “Business Opportunity
Report” for perfect management of prospective business
inflow.

4. It change investor’s mindset, Convert Return
oriented Investors to Goal Oriented Investors.
when market falls, Goal GPS Generate requirement for
addition investments to achieve the Goal instead of showing
loss to panic investors.
So, next time when market fall get ready for more business .

5. Define goals with priority ranking and fix photo of family member.

6.  Allocate Investments with
Goals with flexibility of
partial allocation.
 Generate Future Projection
of investments.
 In Case of Shortfall, plan
additional investments.
 Set SMS & Email Reminder
alerts for investment
meeting to client before 7
days, 3 days & on meeting
day.

7.  Generate report in
HTML, PDF & Word.
 Can send PDF
attachments on
Clients Email on a
single click.
 Investor can track
report on web login
and on mobile app.
 Advisor can
schedule Email
update on Weekly,
Fortnightly, Monthly
& Quarterly basis.

8. Page 1
 Goal Summary
report with
investor’s age at the
time of goal
execution.
 Graphical view of
Age wise goal time
line.

9. Page 2
 Summarized view of
mapped investments
with shortfall.
 Strategy to meet
shortfall of goals to
view planned
investment and also
the investments
which still due to
plan.

10. Page 3
 Graphical
presentation of
Future values of
Goal, invested
amount & planned
additional
investments.
 Current achievement
status.
 Investment
projection &
Shortfall.
 Meeting for
additional
investment
Reminder

11. Click Button To
View Sample
Goal GPS Report

12. This report give consolidated view of all investments committed by Investors
to achieve the goal with complete management of entries.

13. 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. Our competencies lie in Enterprise Resource
Planning (ERP) Development and Maintenance.
 Established in 2006.
 Headquartered in Central India, Indore, India.
 Team of 45 Full Time Software Professionals.
 Team of 28 Financial Domain Consultants, combine experience of 100+ Years.
 28 Financial Domain Consultants, combine experience of 100+ Years.
 10,00,000 Online Portfolio Users.
 Use by More than 1000+ CFPs and MF Advisors across 200+ cities in India.
 Sun Microsystems, Sun Certified Programmers for Java 2 Platform, Standard Edition 5.0.
 ISO 9001:2008 Certified Organization.

15. The REDVISION team is an epitome of entrepreneurship. Being customer centric and professional in their
approach is their core strength. They are open to ideas and ensure that ideas do not remain as ideas and are
executed quickly.
Shifali Satsangee
Founder & CEO Funds Ve'daa
"We have been using the online Financial Planning program from RedVision for the last 3 years. We find their
program to be highly comprehensive, allowing us to manage client relationships seamlessly right from the
Financial Planning stage to ongoing Portfolio Management."
Aniruddha Bose
Director & Business Head
FinEdge Advisory Private Limited
"Good software and very good Customer Service these are the pillars of Red Vision. We are very glad that we
have chosen Red Vision as our CRM software vendor. We thank Red Vision for their support and also for having
helped us to grow our business".
S Srinivasan
Founder & Director - Money Kare

16. RED Vision Computer Technologies Pvt. Ltd.
( An ISO 9001:2008 Certified Company )
Registered Office:
4th Floor, A-Wing,
Twin Star Building,
Indore 452001 (M.P) INDIA
Call 4 Demo : 930 19 70707
Landline : +91 731 40 26004
Whatsapp only : 982 78 99022
E-mail : query@redvisiontech.com
Website : www.redvisiontech.com
Contact Us

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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
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and accuracy and is subject to change without notice.
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