2014
Brand of the year
Silicon India Magazine
2015
50 Most Valuable Top Companies
Insights Success Magazine
2016
Brand of the year
Silicon India Magazine
2017
Winner
CIO Review Magazine
2019
10 Fastest Growing Tech Companies
Business Connect
2023
Most Preferred Mutual Fund Backend Software
Financial Freedom Fraternity
Our Awards
and Achievements
REDVision Global
Explore Our Journey of Service and Trust
REDVision’s Journey
2006 Mutual Fund Platform Launch 2009 1000 MFDs' On Platform 2013 Brokerage Management Module Launched 2016 Integrated with BSE & NSE Platform 2018 2500 MFDs' On Platform 2020 Launch Of Robo App Platforn 2021 Launch Of Portfolio Re-Balancing & Goal GPS 2022 4000 MFDs' On Platform
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Assets Management Platform
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Happy Online Portfolio Users
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Satisfied Financial Advisors
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Cities Presence In India
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Team Of Software Service Professionals
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Years Of Business
Wealth Elite
Multi-Asset Transaction and Management Platform
Wealth Elite is the top mutual fund software for distributors in India. It is an AI-based white labeled Multi Assets SaaS platform for MFDs and IFA in India, equipped with digital Client Lifecycle Management (CLM) solutions offering Powerful Business Intelligence, Automated onboarding with Video KYC, Online Transactions, Online ATM, Goal GPS, Portfolio Re-Balancing, and much more.
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Dashboard
Client Statistics
Transaction Logs
Our Key Features
Making MFDs' Business Scalable, Sustainable, and Profitable via Mutual Fund Software Know More
White Labeling Solution- Generate Trust and Confidence amongst Customers
All the platforms including software, mobile apps, and website to onboard clients & make their investments will have one single URL with matching color theme of software and the website.
Powerful Portfolio Analysis - Simplified & Automated Reporting
Track investors and their portfolios with in-depth 40+ types of reports of your investor in a few clicks, which are super easy to read and understand. Serve your clients with clear and accurate data about their investments.
Online Transactions – Saves Time: Time is Money
Place instant transactions from anywhere, anytime through secured online transaction portal such as NSE NMFII or BSE StarMF. Offers Bulk Client Onboarding, Bulk Transactions, AMCs Sorting, and much more.
Online ATM – Liquidity of Savings - Returns of FDs!
Channelize idle money of crores of new and untouchable investors into liquid funds. With the Insta Redemption Feature, investors can withdraw Rs.50000 or 90% of invested amount (whichever is smaller) within 30 minutes to their bank account.
Portfolio Rebalancing – Product Engineering Solution
Offer unique services to your customers and stand out from the heavy competition. Invest proportionately in equity and debt to reduce risk and optimize returns. Send auto email alerts to investors and MFDs in case during target fluctuation and make adjustments with a single click.
Multi-Asset – Birds Eye View for 20+ Assets
Retain clients using a single window to manage all the major asset classes. Remain well-informed about clients’ entire portfolios, take better decisions, and make efficient financial plans. Also, link investments in other assets with goal planning to track clients’ progress and achievements.
Financial Goal Simulator – Plan Today, Secure Tomorrow
Help customers maximize their financial resources through a systematic approach. Offer a complete Financial Goal Simulating mechanism that identifies clients’ goals, future objectives, existing assets, and their financial problems and liabilities.
Goal GPS – Give your investors a vision for their future
Slow down client’s redemptions with Goal GPS. Simulate the future goals of clients, Place future orders of MF investments via BSE/NSE and send auto alerts to clients.
Video KYC – Instant KYC from Anywhere
Instant full video KYC by invitation link for clients present in any part of the world.
Research Tools: Wide-Ranging Research Tools for Better Financial Management
Conduct better research through Model Portfolio, Funds Factsheet, and a wide range of financial and investing calculators.
Advisor X
Trusted Business Management App
Advisor-X offers Mutual Fund Distributors & IFA to control their entire business using their Mobile Phones. Place Mutual Fund transactions on behalf of clients and share Valuation & Tax Package reports on Whatsapp. Equipped with valuable features like Video KYC, Goal GPS, Portfolio Analysis, and much more.
Know MoreTrusted Business Management App for MFDs
Brings complete Business of MFDs at their fingertips. Place MF transactions on behalf of clients, share reports on Whatsapp, track clients’ portfolios, and much more.
Place MF Transactions !
Reports on Whatsapp !
Goal GPS !
Portfolio Analysis !
Research !
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Robo Advisory Platform
Automated Onboarding and Investment App for MFDs
Robo Advisory is the best online platform for IFA & Mutual Fund Distributors in India that automates and expedites the onboarding journey of new clients in the business. The self-operative technology performs all essential business functions of MFDs with minimum human engagement.
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Success Stories
Our Business Success Stories to Learn More about
How REDVision is
Empowering MFDs In India..
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Testimonials
Our Happy Clients
"During the lockdown, all businesses were stalled but thanks to REDVision’s Wealth Elite Software and Robo App, I ran my business 24X7. Client onboarding became quick and portfolio management became easy. Robo App brought my entire work to my fingertips, which helped me scale up and I could even accumulate foreign investors."
Chetan sabhaya
Rudra Finserv
"This is probably the best SAAS product that I’ve ever used. This got to be rated as the best Personal Financial Management Software in India. Hats off ! Great Work !! Keep Innovating."
Kishore Subramanian
Shree Consultant
"Robo App was the game changer of our business. It has helped us scale our business. With its Easy, Fast, and Automated Client Onboarding, we could accumulate a huge client base from just a handful of numbers. "
Praveen Verma
Vardhanam
"Wealth Elite Software with BSE is very good. Now we make 99.9% of transactions using the software only. The thing which I liked the most is their adaptability to new functions as per the market changes. "
Hardik Joshi
Shrey Wealth
"I appreciate your support and patience while helping us create a website, which is exactly how my partner and I envisaged. You have been a tremendous help to us, and the website has come up beautifully."
Mitul Shah
RiverStone Financial
"The staff that is appointed to us is kind and patient, they delivered a website we wanted, and I am happy with their work and efforts. Our company is happy to work with REDVision. "
Vedansh Bhimonee
SHAKUNTALA GLOBAL REACH LLP
We have been associated with REDVision for the last 6 years and for the first time we got this kind of service/support. I appreciate them for their courteous behavior, eagerness to resolve the issue ASAP, availability and responsiveness
Tirth K. Gupt
Cliff Associates LLP
REDVision provides good and timely services with more options too to select for nice design
Jakka Seshu
Angel Finvest
I appreciate innovation, dedication and excellent work by the REDVision team
Vinaya Santosh Bant
Emerzent Wealth
The Top Brands are Trusting on Us
REDVision is serving 4000+ leaders of the mutual fund industry in India who are Managing Assets of more than 1500 Billion with our cutting-edge technology and expertise in creating better relationships.
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