don’t use optimum software data not proper update
speed issue
carg return show wrong
data not update proper
theme are not good
crm desk is not working
not able to find client in client manage
valuation show wrong and different in my software, client webpage and mobile application ( every ware valuation show different )
they are not update data on regular basis
when I purchase software they told me update my all data ( NDs ) also now they told they are not update it or not able to update it )
amitbhai never give you ans, and not received your call
in summery report client investments total value not showing
Was using Fundzmagic since 2007. Recently shifted to their online version Wealth magic. Not 100% satisfied but comparing its cost with other peers, hv found it better. Hv paid around 14K in first year which includes a one time charge of 5k.
Invest well is a good software, but needs updating every Sat. Some online STP/ SIP don’t reflect in its summary, but show in individual MF Folio.
Cost no idea, I am not in Co. Management.
Quite helpful with its analysis etc.
I am using Finsys software for the last 2 years, Annual charges is Rs. 9500, CRM is good, Data updated properly. Till now I have not faced any problem. But reports are not design properly, home page and other pages are not design properly.
Sir, we are happy to share as InvestWell has very comprehensive reports and hope you will like the same.
please share your contact details at sales@investwellonline.com to share all reports with you.
I am using Fundzmagic for last 8yrs it is time consuming you have to do the data uploading manually . Reports are good & easy to understand but fund classification you can’t trust.
Now it is not available also support is very poor
Sir, We have complete solution on single click. all operation is automated without any manual intervention , portfolio analysis and marketing toolkit.
Please revert at sales@investwellonline.com to save daily operation time.
Dont Give much money any software they are taking only money but pls research ,and take softwear company taking too much money because of lack of knowledge and about price. dont spend more than 10000 rs in software
Sir, InvestWell has best solution for all types of advisers IFA, CFP or RIA, We are eager to learn about your needs. please share your contact details with us at sales@investwellonline.com.
Sir, please have a look at InvestWell software to fulfill your requirement.
Please share your contact detail at sales@investwellonline.com to know more.
USING OPTIMUM, BUT NOT AT ALL HAPPY WITH SERVICE SUPPORT….. seriously looking to change . for trade using both BSE STAR MF as well NSEMF platform. some other platform available but you have to do business under their ARN, also fundbazar etc not giving better payout, currently getting much better payout than such national distributors, need help/suggestion for new software purchase….
I see your site needs some fresh & unique articles.
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I am using Red Vision software since last 2 months. Overall it is good but more feature required in MIS section. I have bought it in Rs.32000. My opinion is one can buy it. It’s improve data management. By using this able to find quickly Scheme wise client wise sip, aum, valuation reports & much more.
Using REDVISION software, it’s inhanced my business many fold, I strongly recommend REDVISION, it’s costly but there is always difference in iPhone 7 and Micromax mobile. So don’t look only cost if u want to be market leader.
I have been using Wealth Magic for last one year, I am really impressed with its seamless integration with the BSE star MF platform, which has made the process of onboarding as well as transacting a really wondeful experience and the best part is that they have a really awesome support team, which is quite responsive.
I use IFA planet, for my mutual fund distribution, very useful and I used to get wonderful service from their service department…
I am very happy and refer my colleagues into this software, they are also satisfied with this software…
Dear sir I am using fund magic since 2008 at that time we also have no idea & choice that all right but some error are accure that is also not solve by them now I come to know about online I will wait for the renewal it is affordable no so costly.
Using RED Vision Technologies Software, happy & fully satisfied. The proactive after sales support is superb!
it have everything for managing my sub broker model and BSE integration is wonderful, my maximum clients are transacting via mobile app now, RED Vision changed my business model from traditional advisor to techy advisor.
Not happy with optimum software…very slow with a lot of errors…NAV updation done very late next day while others do it same day…..wrong CAGR returns and low service levels, people don’t want to respond including the key member team…would not suggest anyone to go for it and I am going to move to some other software immediately.
Don’t Trust On Optimum Software, It’s People Is Also Not Trusted One, I have Purchased This Software, And Felt After Words — inappropriate Data And Reports, Even Entries is missing in Client’s Portfolio, Return Calculation is Also not Appropriate, Than I Have to Chang My Back office Software From Optimum to Red vision, And Now I Am Satisfied with the services Of Red Vision, So Do Proper Home work Before Taking This Type Of Software, Don’t just go by the Words Of the Marketing People Of particular Software Developer.
I use ifa planet.
It costs 6000 only for a startup like me.
I find itbusedul in consolidating all my Aum and customers consolidated statement at any time they want.
I am not yet awarebof the recurring charges next year.
When i wanted to install one with maximum benefit it was suggested by my fellow ifa. Others when i rwnquiews are too costly u was unable to afford and unclear on charges.
Shouldn’t here be any other software with h cheap cost and effective pls suggest
Redvision Software is the best for an individual IFA if all the features are used properly.
Its costly than other softwares but it is worth.Issues come in any software , but how fast it is resolved is the question.I feel Redvision does it,
The only issue is the service has come down little when compared to 2 years back.Redvision management has to take care of this issue or else market share might come down.
Updation is very important Here all software are very useful… I used Finsys from last 5 yr… Fundzmagic from 8yrs…. Now wealthmagic….
What is important for ifa & how it is useful to them… All software back off support is ZERO… THEY ARE SELLING TO MAKE IFA BACK OFF SMART BUT WHAT ABOUT THEM… be alter all & take correct product – in all I m not satisfied with any software provider…
Dear partners,
Don’t make a mistake to buy optimum software. His owner Mr. Amit bhai never attend calls nor he available in office. Even he diverted his number to office desk.
After 8 months still I am not getting my customer data proper.
I simply want to tell you that I am newbie to blogging and site-building and actually liked you’re website. Almost certainly I’m going to bookmark your blog post . You definitely have great articles. Cheers for sharing with us your web-site.
I have seen demo for all & currently using OFA & IFA Planet..To start with basic platform I will suggest IFA Planet which is easy to use & instant AMC statement just on one click is amazing add on. Pricing also very low.
ravi jadav
Posted at 01:35h, 01 Maydon’t use optimum software data not proper update
speed issue
carg return show wrong
data not update proper
theme are not good
crm desk is not working
not able to find client in client manage
valuation show wrong and different in my software, client webpage and mobile application ( every ware valuation show different )
they are not update data on regular basis
when I purchase software they told me update my all data ( NDs ) also now they told they are not update it or not able to update it )
amitbhai never give you ans, and not received your call
in summery report client investments total value not showing
lot of problem I am facing with optimum..
Team Optimum
Posted at 10:10h, 01 MayHello Mr Ravi
We shall look into all your above mentioned queries and resolve them at the earliest.
Sincere Apologies for the Inconvience.
Thanks
RAMAKANT BAGHMAR
Posted at 04:59h, 01 MayUsing NJ INDIA INVEST Platform
Manish Saluja CFP
Posted at 05:01h, 01 MayWas using Fundzmagic since 2007. Recently shifted to their online version Wealth magic. Not 100% satisfied but comparing its cost with other peers, hv found it better. Hv paid around 14K in first year which includes a one time charge of 5k.
Deepak
Posted at 05:12h, 01 MayI use ifa planet its wonderful
Nitin Chandra
Posted at 05:22h, 01 MaySir,
Actually we don’t know Which one is good and really helpful for us.
InvestWell
Posted at 08:34h, 03 JuneSir, we will be happy to provide best solutions for your requirement.
Please share your contact detail with us at sales@investwellonline.com
Tejpal Singh
Posted at 05:54h, 01 MayInvest well is a good software, but needs updating every Sat. Some online STP/ SIP don’t reflect in its summary, but show in individual MF Folio.
Cost no idea, I am not in Co. Management.
Quite helpful with its analysis etc.
Jignesh Trivedi
Posted at 05:55h, 01 MayI use ofa Shubhchintak 6000 per annum
Mitesh
Posted at 07:34h, 01 May17000
AVIJEET DAS
Posted at 10:53h, 01 MayI am using Finsys software for the last 2 years, Annual charges is Rs. 9500, CRM is good, Data updated properly. Till now I have not faced any problem. But reports are not design properly, home page and other pages are not design properly.
Deependr S
Posted at 08:44h, 03 JuneSir, we are happy to share as InvestWell has very comprehensive reports and hope you will like the same.
please share your contact details at sales@investwellonline.com to share all reports with you.
Jayant Harde
Posted at 09:51h, 02 MayWealth magic, good support, data automatic download etc, no issues
Sankar. R
Posted at 09:56h, 02 MayI am not using any software. Please suggests a good one
S. Mukesh
Posted at 05:11h, 30 MayYou want best software. You should contact me…9907930303
Suraj Kanojia
Posted at 09:57h, 02 MayI use IFA PLANET everything is good
Mahesh Choksy
Posted at 09:57h, 02 MayWEALTH MAGIC GOOD ENOUGH
Mitesh chafadkar
Posted at 09:59h, 02 MayI am using Fundzmagic for last 8yrs it is time consuming you have to do the data uploading manually . Reports are good & easy to understand but fund classification you can’t trust.
Now it is not available also support is very poor
Anuj Jain
Posted at 09:01h, 03 JuneSir, We have complete solution on single click. all operation is automated without any manual intervention , portfolio analysis and marketing toolkit.
Please revert at sales@investwellonline.com to save daily operation time.
kiran gandhi
Posted at 10:24h, 02 Mayi m looking for back office software which is cost & work efficiaent
one ifa
Posted at 14:25h, 29 MayDear All
Dont Give much money any software they are taking only money but pls research ,and take softwear company taking too much money because of lack of knowledge and about price. dont spend more than 10000 rs in software
kiran gandhi
Posted at 10:25h, 02 Mayi m looking for back office software which is cost & work efficiaent & also suggest gd back office software
Vidhi Choudhary
Posted at 10:25h, 02 MayWanted to use good software for back office,
Can you suggest best one
Sanjay Doshi
Posted at 10:32h, 02 MayHave subscribed for Investwell but have not really used it. Paid Rs 5800 for renewal of Mf subscription data and Rs 1500 for preprinted form facility.
R. Venkataraman
Posted at 11:17h, 02 MayCost close to Rs. 3500/-
Ravi v
Posted at 11:29h, 02 MayI am using wealth magic for the last 15 days only yet to analise.
K PRABHAKAR RAO
Posted at 11:44h, 02 MayWanted to use good software for back office,
Can you suggest best one and afford even small upcoming distributors also
Deependr S
Posted at 08:51h, 03 JuneSir, InvestWell has best solution for all types of advisers IFA, CFP or RIA, We are eager to learn about your needs. please share your contact details with us at sales@investwellonline.com.
Mark Moses DCosta
Posted at 12:11h, 02 May16k along with website. And renewal is about 9k
Nilkanth Lohakpure
Posted at 15:30h, 02 MayUsing Red vision software for back office, it has satisfactory results..
Sudeep Kumar Chanda
Posted at 17:10h, 02 MaySuggest best one “software”
For back office
Anuj Jain
Posted at 09:03h, 03 JuneSir, please have a look at InvestWell software to fulfill your requirement.
Please share your contact detail at sales@investwellonline.com to know more.
Harpreet Singh kharbanda
Posted at 17:12h, 02 MayUsing fund magic, its so so.
Amc 5600
Websute amc 8500
Investor login 6000 for 100 clients
Will be grateful if someone can suggest a better option.
Mukesh
Posted at 13:19h, 30 MayContact me for best option…..9907930303
M.Mathirajan
Posted at 17:47h, 02 MayI want to use a better one. Still I have not use any software.
Sanjay M Mehta
Posted at 18:49h, 02 MayOptimum facing many problems, seriously looking to switch. No further comments
SANJAY M MEHTA
Posted at 10:34h, 03 MayUSING OPTIMUM, BUT NOT AT ALL HAPPY WITH SERVICE SUPPORT….. seriously looking to change . for trade using both BSE STAR MF as well NSEMF platform. some other platform available but you have to do business under their ARN, also fundbazar etc not giving better payout, currently getting much better payout than such national distributors, need help/suggestion for new software purchase….
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Mahesh Togadiya
Posted at 12:02h, 23 MayDon’t Use Optimum Software bcoz of many issued for Data update, most of not.proper data update and also mobile app not proper working.
Also know Amitbhai (Owner) all of issed but they not working on issued,
Also website is very slow working.
Saurabh Bajaj
Posted at 13:09h, 29 MayI use OFA but have a bad experience. They promised Web login when I paid. Later they withdrew Web login facility without even asking or informing.
My clients still want Web login facility for which I am looking for another software.
Rajesh Nagaria
Posted at 13:18h, 29 MayPl. Suggest best software for backoffice.
Pramod Dighaokar
Posted at 13:41h, 29 MayI am using Red Vision software since last 2 months. Overall it is good but more feature required in MIS section. I have bought it in Rs.32000. My opinion is one can buy it. It’s improve data management. By using this able to find quickly Scheme wise client wise sip, aum, valuation reports & much more.
Raja bhattacharjee
Posted at 13:48h, 29 MayLast 5 years , obtaining service from finnsys , they are good but not best …….
Raja bhattacharjee
Posted at 13:50h, 29 MayLast 5 years , obtaining service from finnsys , they are good but not best …….
Rakesh mehta
Posted at 14:26h, 29 MayUsing REDVISION software, it’s inhanced my business many fold, I strongly recommend REDVISION, it’s costly but there is always difference in iPhone 7 and Micromax mobile. So don’t look only cost if u want to be market leader.
Rajesh BHATTAD
Posted at 14:36h, 29 MayUSING PRUDENT PARTNER DESK AND CLIENT DESK, IS WONDERFUL AND VERY FRIEND LY AND EASY TO USE SOFTWARE WITH USEFUL FEATURES
Mukund Surana
Posted at 15:24h, 29 MayI am using Redvision software from last three years. I feel good software for mutual fund industry. No major issue,all well
Pawan. Kumar
Posted at 15:33h, 29 MayUsing OFA, but a lot of data mismatch, can any body guide me of the software the is not having this kind of problem.
Vivek joshi
Posted at 16:03h, 29 MayI have been using Wealth Magic for last one year, I am really impressed with its seamless integration with the BSE star MF platform, which has made the process of onboarding as well as transacting a really wondeful experience and the best part is that they have a really awesome support team, which is quite responsive.
Ajay Chandok
Posted at 16:11h, 29 MayI am using Ifaplanet and fully satisfied with the product. They are really innovative and doing good developments day by day.
Abhay Maheshwari
Posted at 16:21h, 29 MayReading all the comments above but still can’t conclude which software is the best and cost efficient..
Lancy Willie
Posted at 16:39h, 29 MayI use IFA planet, for my mutual fund distribution, very useful and I used to get wonderful service from their service department…
I am very happy and refer my colleagues into this software, they are also satisfied with this software…
SHREE PRAKASH NARSARIA
Posted at 16:42h, 29 MayUsing Wealth magic and satisfied. For,Those IFA ,working as LICI Agent ,its best
Siddi anjaiah
Posted at 16:43h, 29 MayI am using sheen technologies, ofa, ifa planet,Redvision,
Among all these Redvision is ultimate and superb
Padmavathi Jeyaraman
Posted at 16:43h, 29 MayI am using IFA PLANET. It is user friendly & service is very good.
Prakash kumar Agarwal
Posted at 17:14h, 29 MayDear sir I am using fund magic since 2008 at that time we also have no idea & choice that all right but some error are accure that is also not solve by them now I come to know about online I will wait for the renewal it is affordable no so costly.
Anand Sachdeva
Posted at 17:46h, 29 MayIFA PLANET IS CHEAP AND BEST IN USE
Anand Sachdeva
Posted at 17:47h, 29 MayIFA PLANET BEST
Saroj Sunil Chaudhari
Posted at 17:54h, 29 MayI use IFA planet
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RAVIKANT SONI
Posted at 04:27h, 30 MayRed vision a good software . It is value for money. Subscription cost about 35000/- in 2013 and annual charges 15000+taxes.
Ashutosh
Posted at 05:07h, 30 MayFincorponline.com
Ajit Raj Mandar
Posted at 12:50h, 30 MayUsing RED Vision Technologies Software, happy & fully satisfied. The proactive after sales support is superb!
it have everything for managing my sub broker model and BSE integration is wonderful, my maximum clients are transacting via mobile app now, RED Vision changed my business model from traditional advisor to techy advisor.
Prashant Rathi
Posted at 13:39h, 30 MayNot happy with optimum software…very slow with a lot of errors…NAV updation done very late next day while others do it same day…..wrong CAGR returns and low service levels, people don’t want to respond including the key member team…would not suggest anyone to go for it and I am going to move to some other software immediately.
Abhishek Jain
Posted at 18:43h, 30 MayDon’t Trust On Optimum Software, It’s People Is Also Not Trusted One, I have Purchased This Software, And Felt After Words — inappropriate Data And Reports, Even Entries is missing in Client’s Portfolio, Return Calculation is Also not Appropriate, Than I Have to Chang My Back office Software From Optimum to Red vision, And Now I Am Satisfied with the services Of Red Vision, So Do Proper Home work Before Taking This Type Of Software, Don’t just go by the Words Of the Marketing People Of particular Software Developer.
Thanks and regards/
Subramanian
Posted at 01:53h, 31 MayI use ifa planet.
It costs 6000 only for a startup like me.
I find itbusedul in consolidating all my Aum and customers consolidated statement at any time they want.
I am not yet awarebof the recurring charges next year.
When i wanted to install one with maximum benefit it was suggested by my fellow ifa. Others when i rwnquiews are too costly u was unable to afford and unclear on charges.
Shouldn’t here be any other software with h cheap cost and effective pls suggest
Subramanian
Phoenix Investment Services
Madurai
Rajeshwar Reddy K
Posted at 02:04h, 31 MayRedvision Software is the best for an individual IFA if all the features are used properly.
Its costly than other softwares but it is worth.Issues come in any software , but how fast it is resolved is the question.I feel Redvision does it,
The only issue is the service has come down little when compared to 2 years back.Redvision management has to take care of this issue or else market share might come down.
parashar
Posted at 07:14h, 31 MayIfa planet is best compare simpler price range ..more imporve is pending ..request to hitesh for update more feature according current requirement
Rajesh Nagaria
Posted at 00:59h, 01 JuneSuggest best one “software”
For back office.
PRAVIN GAMOTE
Posted at 03:07h, 07 JuneUpdation is very important Here all software are very useful… I used Finsys from last 5 yr… Fundzmagic from 8yrs…. Now wealthmagic….
What is important for ifa & how it is useful to them… All software back off support is ZERO… THEY ARE SELLING TO MAKE IFA BACK OFF SMART BUT WHAT ABOUT THEM… be alter all & take correct product – in all I m not satisfied with any software provider…
Chandresh Patel
Posted at 07:07h, 26 JulyDear partners,
Don’t make a mistake to buy optimum software. His owner Mr. Amit bhai never attend calls nor he available in office. Even he diverted his number to office desk.
After 8 months still I am not getting my customer data proper.
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