Mutual Fund Software | Mutual Fund Software For Distributors | Mutual Fund Software For IFA | Mutual Fund Software in India

Wealth Elite 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.

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.
Wealth Elite 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
on boarding, Model portfolio-based investment & Goal-Based Tracking.

RED Vision Global Technologies Pvt. Ltd., Offering B2B application services since
2006 to help organization & IFA to exceed their technological expectations in India
& Abroad. Our competencies lie in Enterprise Resource Planning (ERP)
Development and Maintenance.
Facts & Figures:
‣ 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.
‣ 25,00,000 Online Portfolio Users.
‣ Use by More than 2500+ CFPs and MF Advisors across 400+ cities in India.
‣ Sun Microsystems, Sun Certified Programmers for Java 2 Platform, Standard Edition
5.0.
‣ ISO 9001:2008 Certified Organization.
‣ Winner of Brand of the Year 2014 Award by Silicon India Magazine.

White Label
Multi-Assets
Portfolio Analysis
Online ATM
Portfolio Rebalancing
Goal Tracker
Financial Planning
Video KYC
Research

100% White Labeled Solution!
URL based white labeling:
If Financial advisor’s website URL
is www.yourdomain.com, the software
will be operating on the same URL the
inside report URL will be look
like www.yourdomain.com/MFPortfolio.
Color Theme Based White Labeling:
The color theme of software can be
exactly matched with the color theme of
Financial Advisor’s website. So that when
the Investor navigates from website to
backend software it will be smoothes
transition and enjoy the same branding.

Bird Eye View for 20+ Assets!
Advisor can take better decisions
when he have the information of
complete portfolio, wealth elite is a
single platform to manage Mutual
Funds, Life Insurance, General
Insurance, Health Insurance, Direct
Equity, Postal, FD, Bonds,
Commodities, Real Estate, PPF, PF,
PMS, Venture Capital Funds,
Alternative Investments, Arts &
Antiques etc.
The Best part is all this assets can be
link with investor’s Goal financial
planning to track the progress and
achievements.

Powerful Portfolio
Analysis!
Reporting the complicated data
in most simple way is our
expertise, get equity holding,
sector exposure, debt paper
qualities, fund type wise pie
chart, goal allocations, family
member wise exposure, SIPs,
Capital Gain, What If Scenario of
your investor in few clicks.

Online ATM – It’s a
wallet give returns like
FD!
Your clients keep money idle in
bank a/c, this money can be
channelized in liquid fund with
Insta Redemption Feature and
when every client need, Online
ATM gives facility to withdraw a
maximum of Rs.50,000 or 90% of
invested amount within 30
minutes to bank account.

Portfolio Re-Balancing with BSE &
NSE Integration!
Our Portfolio Re-Balancing feature
allows you to book profit at pick and
invest at bottom by just a click, the
modules is integrated with BSE &
NSE, so that the switch order can be
placed directly from Rebalancing
report, this product engineering a
portfolio can be more profitable and
less risky.
Strategies offered in our platform:
Fixed Time Interval based
rebalancing.
Percentage change based
rebalancing.

Goal Tracker – Embedded
with BSE/NSE.
Investments cycle revolved
around FEAR, GREED & HOPE, we
added LOVE.
Our Goal Tracker allow advisor to
customize the Goal tacking report
by adding investor’s family & kids
photos with the report.
Advisor can Map all Assets with
the Goal & in case of any deficit
the advisor can place future
orders of mutual funds via
BSE/NSE from the Goal Tracker.

Financial Planning – Generate
40 pages Professional
Financial Plans in minutes.
Generate complete financial
plans with Insurance need
analysis, post retirement cash
flow, Goal report with client’s
photo, Asset Allocation
recommendations, Net worth
analysis, solvency ratio and many
more.

Video KYC – Instant
KYC from Anywhere.
Instant full video KYC by
invitation link for clients
present in any part of
the world.

Research Tools
Model Portfolio, Funds Factsheet,
SIP/STP/SWP Past performance
Calculator, Human life Value
Calculator, SIP Calculator, Loan
EMI Calculator, FD Calculator,
Child Marriage planning
Calculator, Child Education
Planning Calculator, Retirement
Planning Calculator, Dividend
History, Latest & Historical NAV
Watch, Income Tax Calculator, SIP
Delay Cost calculator

Valuation Report
Invest Online Scheme
Recommendation
P&L Valuation
Capital Gain
Tax Package
CRM
Idea Bank

One Click Valuation
Get the live status of invested funds with all relevant information like Folio
Number, Investment Cost, Current Value, Dividend Paid, Reinvested,
Current NAV, Gain/Loss, Absolute Return, XIRR and much more.
Option to make additional investment in the existing scheme to fulfill the
shortfall arriving in accomplishing the goal.

Classify Top Schemes
An Advisor can display self shortlisted schemes on the investment
dashboard to recommend such schemes to investors on priority.
Customized categories can be created like Best ELSS Funds, Top Gold
Funds, Blue Chip Funds, and Equity Schemes that generates higher returns
and dividends.

Instant Gain/Loss Result
Generate profit/loss statement for any desired duration for all invested
schemes and can also perform cross verification of investment output
through Purchase, Switch in, Redemption, Switch Out, Dividend Payout
and Current Value.
Facility to develop future value and results of investment with the help of
What If Scenario.

Realized Capital Gain
Quickly identify the actual short term capital gain and long term capital
gain for any relevant financial year through the report and also the net
realized gain/loss for Equity and Debt funds is presented separately.
Detailed or summarized report can be prepared as per the requirement of
advisor or on demand of investor.

Reports for ITR Filing
Send Valuation Report, Dividend Report, Financial Year Transaction
Statement, and Capital Gain Report to investors via Email to assists them
in filing Income Tax Return for the financial year.
This report helps advisor’s clients to claim particular deductions on the
eligible investments that reduces tax burden.

Manage Relations with Clients
Multiple facilities are available to deal with clients effectively through Bulk
Assign, SMS, Client Analysis, Event Calendar, Bouquet Manager, E-Vault,
Theme Management , and Prompt Notifications.
Advisor get help to retain clients for long term with all such facilities.

Drop Your Suggestion
Ideas and suggestion pertaining to Business Development and Investors
Services are always welcomed in order to grow advisors business and
improve productivity. Even the status of Idea can be tracked.

Productive
Dashboard
Place MF
Transactions
Reports on
WhatsApp
Portfolio
Analysis
Research
Goal GPS

Productive Dashboard!
Get AUM & SIP trends of the last
4 months on your dashboard
with a recent purchase,
redemption, rejected
transactions, new SIPs, and
upcoming business reports.

Place MF Transactions!
Advisor can place purchase,
redemption & SIP orders on
behalf of Investor, payment by
link by Investor.

Reports on WhatsApp!
Advisor gets the capability of
sending various reports like
Valuation, Capital Gain,
Transactions & FY wise
transaction on WhatsApp in a
few clicks!

Portfolio Analysis!
Analyze asset allocation, top
equity & debt holding, sector
exposure, XIRR returns,
Profitability of portfolio on go,
send portfolio report to clients on
Whatsapp!

Research
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!

Goal GPS!
Track Goal achievements of the
client with required return and
current return comparison
mapped and additional required
investments!

We made the investment
reports very easy, all the
key data you can view in a
glance.

We offer a 100% paperless
process of investment. It
takes a few seconds to
register a SIP or Purchase
an ELSS.

Exclusively designed feature
to earn extra returns on idle
money you kept in saving
account, Instant invest &
Instant withdrawn.

Give purpose to your
investments, you can map
all your investments with
the goal like child
education, marriage or
retirement.

Invest in well researched
cherry-picked perfectly
balanced portfolio.

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