Years Of
Business
Asset Under Management
Portfolio
Users
Our Clients
All-in-One Mutual Fund
Distribution Solution
REDVision is your all-in-one Multi-Asset Distribution Wealth Management Eco-System. With a range of FinTech products, it empowers Mutual Fund Distributors to manage client relationships (CRM), gain AUM insights, create goal plans, craft model portfolios and more – all within a single, intuitive platform.
This includes real-time client on-boarding, their transactions & portfolio reporting, analytics & tracking. Thereby allowing mutual fund distributors to provide similar investment experience like any large B2C Brand.
Why REDVision?
- White Labelling & Branding
- Real-time Digital Onboarding
- Advanced Portfolio Management
- Assets: Mutual Fund, Equities, IPO, Insurance, P2P, Fixed Income, LAMF, Financial Planning
- Personalized Client Experience
- Comission & Incentives
- Goal Management
- Reporting
Book Demo
Widest Range of FinTech Solutions
for Mutual Fund Distributors
These Mutual Fund Business products range to suit MFDs for their different budgets, requirements, potential client needs & MF business operations.
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Wealth Elite
Simplify MFD business with unlimited AUM, automated reports, and advanced features
01
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Wealth Elite Mobile App
(4.8 Google Play Store Rating)Your pocket-sized MFD office. Manage clients, transactions, and reports on the go with the Application.
02
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Online Transaction Platform
(BSE/NSE & MFU)Access multiple AMCs from one platform, streamline operations, reduce paperwork & faster transaction processing with 3 platforms.
03
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MF Elite
A budget solution for MFDs to manage up to 25 Cr. AUM.
04
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Advisor X
Mobile application for MFDs to manage investor databases.
05
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Robo Advisory
Simple self-onboarding and investment app for investors with MFD branding.
06
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Business Booster
Comprehensive onboarding tool linked to your website.
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Best-in-Class Back Office Software
Features for MFDs
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Manage your entire MFD business with Wealth Management Ecosystem, including software, mobile app, and 3 transaction platforms. Customize your platform with white label branding and simplify operations with instant online transactions and more.
- White Label: Customize the platform with your own branding.
- Online ATM: Simplify fund transfers for your clients.
- Goal GPS: Help clients track and achieve their financial goals.
- Video KYC: Conduct secure KYC processes via video.
- Instant Online Transactions: Real-time, paperless transactions.
- Multi-Asset Management: Efficiently manage investments across various asset classes.
- Client Reporting: Generate comprehensive investment reports.
- Research & MF Tools: Access powerful tools for mutual fund analysis.
- Portfolio Analysis & Rebalancing: Monitor and optimize investment portfolios.
For: MFDs and their onboarded investors.
Book DemoAutomate your small MF business and manage up to ₹25 Crore AUM with MF Elite. Leverage basic tools, investor login, and easy transaction tracking to streamline operations.
- Basic Tools for Limited AUM Management: Access tools for small AUM management.
- Investor Login with Controlled Access: Secure login for investors with personalized access.
- Transaction Tracking: Easily track client transactions.
For: MFDs managing smaller AUMs and their investors.
Book DemoTake your business on the go with Advisor X - the mobile app designed for MFDs to manage their mutual fund business from anywhere, anytime.
- Onboard Investors: Securely onboard investors from your mobile device.
- Facilitate Transactions: Conduct transactions for investors anytime, anywhere.
- Report Sharing via WhatsApp: Share reports easily with clients via WhatsApp.
For: MFDs who require mobility in managing their business.
Book DemoWork smarter and faster with Robo Advisory - a self-service platform for investors to manage their own investments with ease, from onboarding to transactions.
- 3-Minute Onboarding: Fast onboarding for investors.
- Self-Investment: Investors manage their own transactions.
- Attract Investors with Branding: Use your branding to draw in investors.
For: Investors who prefer self-management of their investments.
Book DemoStreamline investor onboarding with Business Booster, the most affordable web-based platform for onboarding investors across BSE/NSE and MFU platforms simultaneously.
- Multi-Platform Onboarding: Onboard investors across multiple platforms.
- Full Control Over KYC Requests: Maintain full control over KYC processes.
For: MFDs with admin access who need efficient, scalable onboarding solutions.
Book DemoWhat Our Customers Say
At RedVision Technologies, we take pride in delivering exceptional service. Here's what our valued clients have to say about their experiences with us:
“ 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
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