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Strong fund house and its performance is available here in this Mutual Fund software for IFA so that it narrowing down your efforts of search to your preferred fund house, you may select the fund houses which hold a firm goodwill in the market through software scheme performance and its table.For more informnation visit @-https://www.redvisiontech.com/

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The ability to achieve goals and the investment needs to be in sync with the tenure of the goal, this can be decided with the help of his Mutual fund software to reach to result of types of mutual fund and to see which scheme can be helpful to get targeted amount so that portfolio biased to that fund category.For more information visit @-https://my-eoffice.com/mutua...

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When generating a valuation report through this mutual fund software then it will be easier for you to select schemes in portfolio for which you want to see that which scheme beat their benchmark indices and compare easily with their competitors and future possibility of its fair performance you may figure it here.For more information visit @-https://www.redvisiontech.com/

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After investor analyzes their risk tolerance and managing This portfolio with pre decided asset allocation, he can get the perfect visualization of those assets and their allocation with fund type in which you have invested with the help of this mutual fund software for distributors in a very peaceful way.For more information visit @-https://my-eoffice.com/mutua...

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Easy of deployment and implementation is there in this mutual fund software for IFA there is quick, simple setup when you're managing portfolio, so the best financial software needs to operate quickly and seamlessly with the systems you have in place already and here we are the best of all.For more information visit @-https://www.redvisiontech.com/

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A report which will shows you and will let you know for understanding taxation, that is important to know as it reduces the overall return that an investor makes from his investment. With the help of this mutual fund software the taxation on mutual funds will be in a clear view to any IFA and to its investors too.For more information visit @-https://my-eoffice.com/mutua...

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The perfect mutual fund software will include advantages in compliance to multiple environments, it means that this mutual fund software understands the regulatory compliance of any given area we operate in. So that we can extract any report at any point of time in online environment.For more information visit @-https://www.redvisiontech.com/

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All the schemes which are top performers in their respective category you cannot predict in a single shot. Through this mutual fund software for distributors you can get exact idea for investment in a scheme which is top performing as per market trend may be investing in a tax saver scheme, focused multi cap scheme, small cap scheme, and large & mid cap scheme.For more information visit @-https://www.redvisiontech.com/

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As you know that mutual fund is a lot better and safe than private loans (lending money to strangers for some interest) before investing into it. With the help of this mutual fund software for IFA there can be guarantor (a report) for all pros and cons of mutual funds and what to do with kept funds in worst scenarios of market.For more information visit @-https://www.redvisiontech.com/

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As per the choice you invest, may be having plenty of money and part payments. You invest lumpsum and sip as per he ease and availability and liquidity. This mutual fund software for distributors has lumpsum SIP balancer for your clients. You will put tenure accordingly it will give you the calculation that how much amount needed for SIP monthly and one time investment of lumpsum.For more information visit @-https://www.redvisiontech.com/

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Once you started investment the perfect bifurcation of growth and dividend scheme plan here with amount available in this mutual fund software for IFA, used in the fund does not payout anything vice versa, the reinvestment amount to the investors by way of regular payouts shows accurately on full balance units as well l remaining amount.For more information visit @-https://my-eoffice.com/mutua...

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As this financial software is complete mutual fund software which occupying space in database for your all invested assets. For simplification and for ease of understanding, we have given the graphs for all assets so that portfolio rebalancing becomes easy, as if total portfolio is in mutual fund holding then 100% of pie chart focused to mutual funds only.For more information visit @-https://www.redvisiontech.com/

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Many of distributors catch families for smart investment, where you can persuade them to invest with family for all wealth, all goal completion. Not necessarily the family head will secure the future for whole members; he will start management for members too. Through this mutual fund software for distributors arrange all those in a group and send the reports combine; individual can also get wealth report separately.For more information visit @-https://my-eoffice.com/mutua...

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Use of tag to remind, to remind and to remind the goal, with the help of this mutual fund software tag wise report you can set a target reminder that when he will open tag report then all time he will be reminded for the goals and will be marching for target amount and its achievement.For more information visit @-https://www.redvisiontech.com/

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Prepare a financial plan, as the most of IFA who are certified financial planners also going to use this FP tool with this mutual fund software for distributors. Through this software you understand how much life insurance you need, primarily based on analyzing the expense profile and the current wealth level of your dependents/family.For more information visit @-https://www.redvisiontech.com/

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Essentially, it is mandatory to know the difference for dividend and growth funds. The difference is quite simple and well executed on reporting of this mutual fund software. Report will show you the difference in portfolio with folios in growth scheme and dividend scheme (either payouts or reinvested) with product code and symbol.For more information visit @-https://www.redvisiontech.com/

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If want to take a look on Indices Performance and crisil ranking then you can generate a detailed report of that specific fund with NIFTY 50, S&P BSE SENSEX, and CRISIL rankling. In this mutual fund software for distributors you can have a report which will contain holding its rating and a fund type holding.For more information visit @-https://www.redvisiontech.com/

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No. Of opportunities are there in your mutual fund investment and sometimes it become possible to take advantage of it or sometimes not due to lack of money and good advise. Our business statics option in this mutual fund software for IFA is having your business summary for no. Of sip, AUM size and top families details and many more.For more information visit @-https://my-eoffice.com/mutua...

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This mutual fund software for distributors is a pooled investment vehicle for any IFA which shows your investment divided in assets, invests in equity, debt, or gold and its management by fund managers. The report hierarchy having all customized details with crisil raking too.For more information visit @- https://www.redvisiontech.com/

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In many situations, investing in mutual funds is the best option for your investment requirements. This can be trustable decision for any capitalist with This mutual fund software for distributors because of two primary reasons given below getting the right advisory with funds and its performance may make all the difference between superior and average returns from your fund portfolio.For more information visit @-https://www.redvisiontech.com/

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This mutual fund software for IFA will facilitate a paperless KYC and online registration process for mutual funds intrinsic to NSE BSE platforms in a single click, to provide a convenient investment platform to customers, we have introduced this online working environment for distributor and to its clients.For more information visit @-https://www.redvisiontech.com/

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With dual benefits purpose the REDVision has come up with a thought of mobile transaction platform of this mutual fund software for distributors with a concept that the client will be identified with the distributor RIA code and a normal UCC (unique client code) will be generated thorough you and for your ARN only. So that on BSE protocol it will be accepted and transaction executed through software and processed by BSE further.

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This mutual fund software for distributors have no. of reports that having multiple combination and filtration criteria with on screen, PDF and excel exports, may be the capital gain report, FY wise report or notional gain report. All customization with this report are possible and applicable.For more information visit
@-https://www.redvisiontech.com/

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If you having large client base, larger the client base larger the responsibilities involved and month on month brokerage released for the transactions. The reconciliation of data, accurate payable processing for Sub distributor is quite easy and handy here in this mutual fund software with robust performance on large data.For more information visit @-https://www.redvisiontech.com/

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To hire a person with lots of risk and wages that going to spend on, for sake of security and data soundness of your clients, you have better option to use in terms of this mutual fund software for IFA because maximum no of transactions processed auto so minimum user intervention require.For more information visit @-https://my-eoffice.com/mutua...

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The rough idea you may take through the client profession and its nature, that how his mutual fund portfolio going to built. This mutual fund software for IFA going to help you here, as the possible filtration of client as per the working city, area and company segregation with profession you can found here.For more information visit @-https://www.redvisiontech.com/

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Monthly Planner – distributor will always prefer the CRM, to create plans. Through this mutual fund software for distributors you can have running details of all assets their expiration and renewal. Our monthly plan includes Day, month and week slots. Distributor can manage calls and reminders for clients through this planner.For more information visit @-https://my-eoffice.com/mutua...

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With the help of this mutual fund software “lead generator” report, once the lead generated by our existing user, for new prospect you may get all basic information for that new lead by submitting this basic information from client end. The next activity processed by the software with communication mode – mail and message.For more information visit @-https://www.redvisiontech.com/

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To get real-time access to the financial environment and over to your portfolio also, you should have one convenient option for perfect timing about balancing and timed adjustment to see in your mutual fund portfolio accordingly. This mutual fund software is going to show you investment-related skills and suggestions with online environment.For more information visit @-https://www.redvisiontech.com/

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Your client transacts through your ARN code and for that the brokerage rate and amount is decided for equity, hybrid and debt funds for AMC specific level. All type of brokerage discrepancy gets captured at transaction level reconciliation can be done on all type of transaction for all asset classes here in this mutual fund software for distributors.For more information visit @-https://my-eoffice.com/mutua...

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