The particular facility helps advisors in storing documents of clients with a security of password to perform instant transaction with consent of...
The rebalancing is important to reduce the risk of loss and extract the high rate of returns from the same amount of investment. The Mutual fund...
The event calendar facilitates advisors in reminding clients about the important events related to investments like premium due date, maturity...
The present value of investment helps in determining the actual gain or loss occurred on the funds on relevant date based on which advisor form...
The relevant facility assists advisors in delivering E-mail and SMS alerts on the predefined time based on which particular action related to...
The software helps in goal planning to attain in future based on which relevant planning and strategy is made to achieve the same. The Mutual fund...
The asset allocation facility helps in determining ratio for debt and equity ensuring high returns with less risk and also helps advisors in...
The advisors can track the performance of business and can prepare particular strategy to uplift the performance with the help of monthly report...
The software is designed in such a way to deal with multiple large portfolios and focuses to secure high returns on minimum risk. The Mutual fund...
Through the process of investment and redemption the money circulates in the economy of any nation with the help of Mutual fund software which...
The software facilitates clients to secure their investment through encrypted password and recommends changing password for the safety of account...
The functions and operations of advisor business are dependent upon the software which ensures firm's survival and absence of the same may result...
The digital platform is capable to perform multi functions on behalf of advisors to ease the running of business. High level of calculations is...
The software is secured and encrypted with password and only provides access to authorized users using login ID and password. The Mutual fund...
The liquidity is maintained through facility of withdrawal or redemption which retains investors for advisors business. The Mutual fund software...
In order to ascertain the status of clients generating report becomes essential based on which clients are categorized on active, new and inactive...
The investment according to the goal planning is most optimum way to achieve high returns within stipulated time. The Mutual fund software for...
The comparison is made in order to select the most suitable scheme for investment which proves productive for returns. The Mutual fund software...
The chart represents the status of SIP's initiated by investors and can also be classified by active, running and closed. The facility in Mutual...
The advisors get facility of research that helps them to predict future returns and also ensures top schemes productive for investment. The Mutual...
The software is backed by high security and the data stored on cloud server are prevented from cyber theft. The Mutual fund software maintains the...
The investment reports are prepared based on the present status of funds and also represents the overall growth achieved by the made investment....
The different branches of the firm needs close supervision for proper efficient operations of all braches. The Mutual fund software for...
To reduce the risk from invested funds and to secure optimum returns the rebalance is essential for the portfolio of clients. The Mutual fund...
The software has potential to manage all clients portfolio effectively and delivering best services to each client with ignoring interest of...
Through the info graphic representation of reports depicting financial status of clients the advisors can easily perform risk analysis of investor...
To keep alive the benefits of investment and ensure on time payment of SIP mandate facility is made available in the Mutual fund software for...
The assessment is done on the basis of income and expenses of investors and also the assets and liabilities held by the investors. The Mutual fund...