GOOD BACKOFFICE SOFTWARENo. of comments:20 SWAPNIL MUTHA, BARAMATI, 32915 On 29-Sep-2013

HI, I WANT TO MAKE MY BACK OFFICE SOFTWARE.WHICH IS GOOD COMPANY PROVIDING IT?.I WANT TO HAVE WEBSITE,ALL REPORTS,REMINDER,PORTFOLIO TRACKER,FORMS,ONLINE ACCESS.PLEASE SHARE YOUR VIEWS ABOUT SOFTWARE YOU ALREADY USING.

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Comments Posted
Santa ARN NO :IFA Pune, 30 Apr 2019

Redvision is good but very expensive, at the time of renewal they are asking me to manually schedule and upload data, how can they shy away from their responsibility? we are paying them for data consistency and 100% correctness of data but they are pushing that responsibility to IFA- Not good. Their sales guy says do not renew, how arrogant is that, they simply do not care for their clients and have no intenion of ensuring their software is full proof

Mhod Salman Zafrii ARN NO :IFA bhopal, 13 Oct 2016

When it comes to Back office software I will recommend only one name "wealth e-office"(redvision Technologies) because its provide complete online solution. it is excellent. The reports too are easy to understand.its user firendly software .

arun ARN NO :mutual funds indore, 29 Jul 2016

Hi, I am using RED Vision''s Wealth eOffice software from last 9 years, its very comprehensive Financial Planning Software for Financial advisors, i recommend their services to all my friends. visit them at http://www.redvisiontech.com

Johnson Sunny ARN NO :Individual planner Bangalore, 09 Jun 2014

I am strongly suggesting Wealth ERP Software. It''s a Financial planning and Wealth Management Software from Ampsys Consulting Pvt Ltd. It very suitable for Wealth Advisers,Financial Planners and IFAs. The platform covers multiple asset classes and allow advisers to plan, manage and analyze investments across different asset classes and have a complete view of their client’s investment portfolio.

TARUN CHAKRABORTI ARN NO :79529 K0LKATA, 02 Jan 2014

PRICE AND MAINTANANCE COST OF BACK OFFICE SOFTWARE. PRESENTLY I NEED MUTUAL FUND PORTFOLIO DETAILS OF ALL MY CUSOMERS AND ALSO WANT MY CUSTOMERS TO ACCESS THEIR OWN PORTFOLIO.

MUKUND CHANDAK ARN NO :20816 NASHIK, 05 Oct 2013

You go for INVESTWELL, I am using Investwell since last 9 to 10 Years without any Problem & Full Satisfaction. "IT IS VERY USER FRIENDLY"

SWAPNIL MUTHA ARN NO :32915 BARAMATI, 03 Oct 2013

THANKS FOR SHAREING.TALKED WITH ARMFINTECH,RED VISION & INVESTWELL.ALL ARE PROVIDEING GOOD CONTANT BUT GETTING LITILE BIT CONFUSED WITH WHOM TO GO.

Thirdwave Vyapaar ARN NO :86251 KOLKATA, 01 Oct 2013

Use ARMFINTECH, you will not regret. Thanks

Prabal Biswas ARN NO :6336 KOLKATA, 01 Oct 2013

I am using the web based software created by ARMFINTECH. Its a excellent web based support system, The vendor''s manual support is great. I have used it for more than two and half years . It has helped me to find lot of wrong entries made by the RTAs at various points of time. You may go for it. best regards

ANAND KUMAR BHARADWAJ ARN NO :22923 INDORE, 01 Oct 2013

Since last seven year I am using Investwell software of New Delhi . They also maintains my website wealthanand.com. Their services are online & very prompt,having big expert team and in this business since long ,havings nos of cleints across the country. Investwell updates their website quite frequently for any changes and updation of new features. This software fulfills all the needs of Distributors/Investor and save time and cost. This software works also works offline.for details you may visit http://www.investwellonline.com or visit network FP 2013 Exhibition on 03/10/2013 at Mumbai for demo.

Haseen Ansari ARN NO :ARN-32305 Varanasi, 30 Sep 2013

Armfintech Consultants Provide good software for support business of mutual fund.

Manish ARN NO :65124 Kolkata, 30 Sep 2013

When it comes to Back Offce online Software I recommend one name FINNSYS (by ARM Fintech). The Software provides one a complete solution. The software is installed in your webiste giving complete power of ownership to you. The software provider are coming with new ideas to help increase your buiness. The kind of services FINNSYS team provide is an excellent. The software is diveided in three tyre ARN Holder, Sub broker/Staff, Client. The software also have small Goal Planning and Goal mapping tool. The company have come with Real Estate website also. & have a plan for other sector website too. You can contact Mr. Pradeep Panday on 7607610900 for any clerification.

Vinayak Sapre ARN NO :83150 Mumbai, 30 Sep 2013

After seeing the demos of many software during my AMC days, i decided to go for Finnsys when i started two years back. The software comes with professionally designed website at very affordable cost. The reports generated by them are very handy. To check the website you can go my website www.vvsventures.com. Most importantly they have got a great customer service team and their turn around time is excellent. Which i believe, is most important in our business.

Agarwal Investments ARN NO :17107 Lucknow, 30 Sep 2013

When it comes to Back office software I will recommend only one name FINNSYS. It aims at providing you complete online solution with a beautifully designed website, at an extremely affordable price.I have tried other softwares too, but the kind of service FINNSYS team provides, it is excellent. The reports too are easy to understand.You must have a look at this product, they can be contacted through their website www.armfintech.com .

Wealth-first ARN NO :13595 Ahmedabad, 30 Sep 2013

FIn-Soft Solutions is the best Software Ever Available .Their PResence is since Year 2000.They wwere the first who adopted the automisation with RTA Agents with too many efforts to filter the dtata formats.The domain Area is very much Sound.The most of the products providers are followers of the FIN-SOFT SOLUTIONS(Even in the Name as their First PRoduct NAme is Wt-AUTO Wealth TRAck Auto matic Version). The Only Software has ability to calculate & Reconcile the TRail Brokerage. This company is dedicated by MR Ashesh Shah ashesh@fin-soft.com & # 09825028551. ICICI AMC has adopted this software with their own Brand "PRU Asset Tracker" to provide their TOP class ADVISORS.(2006)

Sunil s Bhagat ARN NO :9646 Pondicherry, 30 Sep 2013

I have been using Datacomp''s fund magic. The presentation to the customer of the valuation report is quite nice ( has absoluteand XIRR returns). Of late I have been encountering problems in STPs and SIPs which take a lot of time to rectify from the Chennai office. There are a few softwares which have on line user facility for the customer. Red Vision - Indore seems quite good ( with the demo and the review from other Pondicherry IFas who are using it). I have just started the process to install redvision. they also have a website at a cost besides the financial software and the financial planning facility. The price is negotiable (depending onm ur AUM) with a renewal facility.

Vishal Bedi ARN NO :34475 Sonipat, 30 Sep 2013

You may think of purchasing Finnsys as it is a good software

Abhenav Khettry ARN NO :ARN 33422 Kolkata, 30 Sep 2013

You should definitely look at Investwell. I have been using it for the last seven years, it is very updated with all regulatory changes and will allow you to generate several types of reports for yourself and client''s use. They will also help you to create your website, provide online access to your clients and send birthday and maturity reminders to your clients. You have to use it to believe it. Please contact Mr Sunil Jain on 98101 54212. The software has really helped me to grow my business from 25 clients to 1325 clients and I have integrated all non-mutual fund investments like FDs, Bonds and insurance in the same software. All my clients use the online access and the work load of my back office staff in generating reports has reduced drastically. It also helps with capital gain, accrued interest, dividend, indexation benefits for income tax filing purpose at the end of the year. He also provides great after sales support and instant query resolution. Do try it out, you will not be disappointed.

Suresh Kumar R ARN NO :77037 Chennai, 30 Sep 2013

Any one using fundzmagic from Datacomp. Please share opinion. It seems to be relatively less expensive than icra, redvision and others.

Gurmeet singh ARN NO :34026 amritsar, 30 Sep 2013

using Finsyas software by armfintach quit useful

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