Smart Bundle Investment

Systematic Investment Plan with smart auto-rebalancing

Request Demo Learn More

Key Features

Smart Bundle Investment allows clients to create smart investment packages (SIP) and automatically rebalance their portfolios. This solution helps securities firms retain long-term clients through systematic wealth accumulation plans.

  • Automated Systematic Investment Plan (SIP)
  • Auto-rebalancing based on risk appetite
  • Taxes and transaction cost optimization
  • Smart financial goal tracking
Smart Bundle Investment

Who is this for?

For Securities Firms wanting to provide Wealth Management services to retail clients.

Key Benefits

Increase Efficiency

Process automation, reducing processing time and operational costs

High Security

Bank-grade security compliance, comprehensive data encryption

Easy Scalability

Flexible architecture, easy integration and scaling

Related Products

Fund Distribution System (FDS)

Learn More β†’

Sales Portal

Learn More β†’

e-AGM Platform

Learn More β†’

Ready to digitize your fund distribution?

Schedule a 30-minute demo to discover how RedSolutions helps your organization scale safely and efficiently.

Personal Information

Organization Information

Your Needs

Smart Bundle Investment - RedSolutions