"First time in India, A Wealth Management Software @ Affordable Price" Wealth E-Office 2.0.1.1 is a complete Wealth Management support system integrating all Products like Mutual Funds, All Life Insurance,All General Insurance, Post Office,All Fixed Deposit, KVP, RBI Bond in a single Software. Key Features of Software: 1. A Perfect Billing System to charge Fee from clients on Mutual Fund Transactions . 2. Not only Mutual Fund Management but All financial products in a single portfolio, helps to become a true "Wealth Manager". 3. Software that have Maximum capacity of handling AUM of Rs.3000 Cr & 1 Lakh plus Clients. 4. Online Portfolio Login to every client to check net worth online. 5. Automatic SMS of Mutual Fund Valuations, LI & GI Renewals, PO & FD Maturities on Client's Mobile. 6. 100% online, access from anywhere, any time. 7. Inbuilt 'Business Expansion Module' which generates leads from existing clients.

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3. Wealth Management System Fees Billing System Online MF Buying Website About REDVision Technologies

4. REDVision Technologies is a diversified IT solutions company offering world class B2B & B2C application services since 2006 to help organization/client exceed its technological expectations in India & Abroad. Our competencies lie in Enterprise Resource Planning (ERP) Development, Application Development and Maintenance. REDVision Technologies offers a mature and seasoned team for implementing your ideas in real business. The team's exposure in software implementation, Product ranges from Mutual Fund/Wealth Management ERP system which is currently used by more than 1000 satisfied users, Colleges Management ERP & Stand alone applications, Pharma company management ERP system and many more. With diverse implementation exposures, REDVision Technologies has good grasp over technology and quality implementations are mandatory for us.

5. REDVision Product Range

6. Mutual Funds Life Insurance General Insurance Health Insurance Bank FD Bonds KVP PPF MIS Post Office RBI Relief Bonds NSC Wealth eoffice e office Sample Reports

10. 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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17. LI

18. LI Insurance Due List

19. LI Paid Premium Record Panel

20. GI General Insurance Policy Holding Report

21. GI Renew GI Policy Panel

22. FD Fixed Deposit Investment Report

23. PO Post Office Investment Report

24. PO Post Office Maturity List

28. Bulk SMS Console Send Hundreds of SMS on Single Click Sent SMS Report Know the Clients whom SMS Sent

29. January April July December You +5 You +5 +25 You +5 +25 + 125 You +5 +25 +125 + 625 Clients Online Reference System How it will Work: Every Time when 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’ Coming Soon in eoffice Get New Customers, Without Any Hard Work

30. Coming Soon in eoffice Virtual Appointment Manager : You can set appointment Date, Time & Client Name. Wealth eoffice will Remind You Via SMS Before the Appointment Time. “ If There’s Any Delay, it’s you who Pay!.” Virtual Appointment Manager

35. - Michelangelo

36. REDVision Technologies. Office: Bansi Trade Center LG-11, 581, M.G. Road, Indore 452001 (M.P) INDIA +91 930 29 80808 +91 932 93 90909 E-mail : [email_address] Website : www.redvisiontech.com Contact Us