REDVision Technologies

Wealth EOffice


4 / 5
1 review


Average Ratings

1 Review

  • 4 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $445.00/one-time
  • Deployment
    Cloud, SaaS, Web
  • Support
    Business Hours

Vendor Details

  • REDVision Technologies
  • www.redvisiontech.com
  • Founded 2007
  • India

About Wealth EOffice

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.


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Wealth EOffice Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Wealth EOffice Reviews


Not Only Value for Money Software but it increase Earnings also.

Oct 19, 2010
4/5
Overall

5 / 5
Ease of Use

4 / 5
Customer Support

Pros: Help me to increase service quality & reduce expenses.

Now i am able to take advisory charges from my investors.

Reference generator is the most rewarding feature, I really salute the Idea behind this feature.

Cons: Online software, sometime my internet dont work, that time I am unable to use it.

Overall: Its a best investment for me as a adviser, bcoz within 6 month i recover the cost of software by advisory fees & references I got

AND MOST IMPORTANT THING I GOT WHICH IS PRICELESS IS - COSTUMER SATISFACTION.