REDVision Technologies is a diversified IT solutions company offering world class B2B & B2C application services to help organization/Client exceed its technological expectations.

2. 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 in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development and Maintenance. We offers a mature and seasoned team for implementing ideas in real business. The team's exposure in software implementation, Product ranges starts from Wealth Management ERP system which is currently used by more than 340 CFPs and MF Advisors across 75 cities in India who are providing professional advisory services to 92000 satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the India’s largest Online wealth management software providers, other product ranges from financial website development, Financial tickers & Financial Planning software. With diverse implementation exposures, REDVision Technologies has good grasp over Financial Domain & Technologies and quality implementations are mandatory for us.

3. REDVision Financial Products

7. When you click on Show Family Wealth Report is one view wealth summary of every member in a family, its shows the individual portfolio details when you click on show button. User Friendly Reports Navigation Family Wealth Report Family Member’s Portfolio

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12. Wealth Eoffice Uploads CAMS, Karvy, Sundaram, DWS and Franklin Templeton Transactions Automatically from Registrar on daily basis without any manual intervention. Cams Karvy Sundaram DWS Franklin Templeton Server Automatic Update at Your Office How this system works? Daily Transaction Files Uploaded at 7.00AM Get Freedom from Daily Manual File Uploading, Give more time to Clients instead!!!

13. LI Life Insurance Management Following Features Included in Life Insurance Management Module Enter New Policy Get Due List For LI Policies Paid Premium details of Policies Update Or Delete Policies Entered Previously Get LI Transaction details of each client Get List For LI Holders

14. GI General Insurance Policy Holding Report General Insurance Management Following Features Included in General Insurance Management Module Enter New Policy Get Due List For GI Policies Enter Policy Renewal details Update Or Delete Policies Entered Previously

15. FD Fixed Deposit Investment Report FD/ Bond Management Following Features Included in FD/Bond Management Module Enter New FD/Bond FD Maturity List View/Update Or Delete FD Details FD/ Bond Holder List

16. PO Post Office Investment Report Post Office Management Following Features Included in Post Office Management Module Enter New PO Business Postal Maturity List View/Update Or Delete Postal Details Postal Investor List

17. EQ Direct Equity Holding Report Direct Equity Management Following Features Included in Direct Equity Management Module Enter Bought Equity Details Enter Sold Equity Details E Equity Holding Report Equity Transaction Report Delete Equity Transaction

19. Financial Planning Software Add more details Tabs for filling FP Data Unique “PERP Method” to Calculate accurate Pension amount. 6 Methods for Life Insurance Sum assured Amount Calculation Save & Submit to Generate Primary Financial Plan

21. Suggest a Will. This page will be added when you click on the check box in the personal information under head “Suggest a Will”. Income & Expenses This is one sight view of client’s entire monthly income and expenses with pie chart. When you have to suggest on expense cutting it is always better to have a expenses distributed view for better understanding. Asset Liability & Networth Your Doctor always ask about what drugs you are already taking before prescribing new one, same way you must analyze current asset allocation and till what extend these asset can help clients in achievement of goals.

22. Liabilities & Networth Analysis Liabilities Analysis sheet give a brief overview on EMI out flow, total outstanding, rate of loan and liability holder which is useful in taking various decisions regarding priority in loan repayment. The Net Worth Shows How Much Money Would be left if Everything Owned was converted into cash and used to pay off all debts. Ratio Analysis Ratio Analysis helps you in finding symptoms of Financial Disease, so that you can take corrective actions on time to improve in the same. Ratio Analysis includes 1. Reserve/Surplus Ratio 2. Saving to Surplus Ratio 3. Debt to Income Ratio 4. Liquid to Networth Ratio 5. Solvency Ratio 6. Debt Asset Ratio Asset Allocation Analysis Asset Allocation analysis forms the foundation of any financial plan. In fact, determining the right mix of stocks, bonds, cash and other asset classes may be your one of the most important investment decisions. Before reaching any concrete decision it is must to analyze what client already owned, FP Samurai provide analysis on Asset Allocation, Return Efficiency level, Expected Return Delivery, Asset Liquidity Level.

23. Life Insurance Analysis A financial plan should cover all areas of your financial needs and should result in the achievement of your goals. The scope should cover areas such as risk management and insurance techniques that would protect your goals against any unforeseen calamity. We Provide 6 Methods of Life Insurance Need Calculation which gives you scope to protect Income, outstanding loans, Goals & Expenses etc. Life Insurance Recommendations Life Insurance need Calculation is like diagnosing the patient and finding the deficiencies, but main part of solution is to suggest the medicines, in same way life insurance analysis will calculate the sum assurance amount but in Recommendation section you can suggest the scheme name, type, sum assured, yearly Premium and tenure, also you can add multiple policies and reason to suggest the policy in the last. Health Insurance Analysis Health Insurance is one of the important factor of financial planning for your client. In the recent survey, it shows that India has the highest number of diabetes patients in the world. This section not only provide the health insurance need details but also give you panel to add policy details and recommendation which will be saved permanently in your desk.

27. January April July December You + 5 Clients You +5 +25 You +5 +25 + 125 You +5 +25 +125 + 625 Clients Online Reference System How it will Work: When your client ‘Logout’ from eoffice He Will be Asked “Are you happy with our services?” There will be 3 Options “Yes” or “No” or “Close”. If Client Click “No”, then he will reach to Feedback. If Client Click “Yes”, then these text will appear “ The Best Way to Thank Your ‘Wealth Manager’ is provide 5 references” Your Client Will type Name of his friends & mobile numbers in the given fields & Click ‘Send, his friend will get SMS:’ Every Reference contact details will be stored in you software. Automatic Lead Generation From Your Clients Get New Customers, Without Any Hard Work

29. RED Vision Computer Technologies Pvt. Ltd. ( An ISO 9001:2008 Certified Company ) Registered Office: Bansi Trade Center LG-11, 581, M.G. Road, Indore 452001 (M.P) INDIA +91 731 40 26004 +91 731 32 28571 E-mail : [email_address] Website : www.redvisiontech.com Contact Us