Private Equity firms need a product suite that consolidates, integrates and organizes data for greater operational efficiency and transparency. Manage relationships, deal flow, fundraising, and reporting to have complete visibility into deals, investors, and processes. Leverage your insights and maximize the return on your investment with an easily adaptable and completely integrated private equity management software.
About Redvision Tech
RED Vision Computer 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.
We offer a mature and seasoned team for implementing ideas in real business. The team's exposure in software implementation, Product ranges starts from Wealth Management Software ERP system which is currently used by more than 2500+ CFPs and MF Advisors across 400+ cities in India who are providing professional advisory services to 25,00,000+ satisfied Online Portfolio users across the globe, which makes Wealth eoffice one of the India's largest Wealth management software providers in India, 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.
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Summary
No key features associated with this application.
Summary
No key features associated with this application.
FAQs
What are some applications this service is commonly used in tandem with?
Integrate with outside tools like Datafox, Prequin, Pitchbook and more using the AppExchange
Does this service integrate with any other apps?
Yes
Who are the main user groups of this service?
A holistic, industry-specific solution for Private Equity, Family Offices, and more
Does this service offer multi-user capability (e.g. teams)?
Yes
What is this service generally used for?
Deal Flow & Fund Management
Does this service offer guides, tutorials and or customer support?
Yes
FAQs
What platforms does this service support?
Windows, Mac, iPhone, Andriod
What is this service generally used for?
It is used to provide wealth management back office for Financial Advisors.
What are some applications this service is commonly used in tandem with?
Microsoft Excel
Adobe PDF
Microsoft Word
Microsoft Outlook
Does this service offer an API?
Yes this financial Planning Software Offers API Service
Who are the main user groups of this service?
Financial Advisors and Wealth Management professionals like IFA, RIAs, MFDs. and their Investors.
Does this service integrate with any other apps?
Yes
* NSE N MF II
* BSE Star MF
* Morningstar Advisor Workstation
* Value Express Analytics
* Omnimax Financial Planning
Does this service offer multi-user capability (e.g. teams)?
Yes this financial planning software for distributors in India offers Multi-User Capability.
Does this service offer guides, tutorials and or customer support?
Yes REDVision Tech Software for Financial Advisors Offers all guides and 24*7 tech support.
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