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Redvision Tech screenshot

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

Summary

    No key features associated with this application.

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.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other

Who uses Redvision Tech
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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