Real-time access to intellectual analytics is the USP of our mutual fund software, helping advisors to get a top position in the market. This is...
It is most important for advisors to check the past performance of any fund before recommending it to their clients. Thus, the fund performance...
The very first step that is required is to add complete data of clients in the FP section of this mutual fund software including his personal and...
There is a comprehensive back-office system integrated within this mutual fund software allowing a wide range of data feed files to be uploaded....
We provided a dedicated CRM module for alerts and reminders for SIP due, renewal or expiry etc. Along with this feature, clients will also receive...
There are many processes that are equally important for advisors other than just transactions and reporting. Keeping track on critical tasks and...
We built a platform with the latest technology stack which is faster and more scalable allowing integration of multi-asset. Advisors can run their...
The very important factor for a person to be eligible for making online transactions via this mutual fund software for IFA is that he/she should...
The AUM, Commissions etc are the criteria which are considered for ARN holders and distributors when SEBI conducts Due Diligence. So this report...
Advisors can add and update RTA settings easily from the Mail information panel that is provided in this mutual fund software for distributors to...
An ISIP is a completely paperless way of starting a SIP and XSIP is a facility provided by the exchange to .0advisors on BSE Star MF platform to...
As per the SEBI circular regarding scheme categorization , most of the Mutual funds have renamed, merged some schemes and changed their category....
We have provided a facility to send one to one or multiple or mass notification to advisors and distributors holding our mutual fund software for...
Our platform is equipped with easy client merging technique wherein advisor can easily merge client by creating groups in this mutual fund...
It is often necessary for advisors to compare the past performance of the invested fund. We provided some tools to compare funds in this mutual...
Advisors can make goals for their clients and can build an investment plan that fits their needs. They can receive a comprehensive assessment of...
It is difficult for advisors to decide whether the portfolio they have built for their client is the right portfolio or not. Risk assessment can...
The financial need of an IFA includes investment tracking, advanced reporting, analysis reports and many more. All these features are provided in...
Advisors and investors can get a real insight into the fund performance and expense ratios of thousands of the available mutual funds in the...
Advisor first need to decide why they are considering buying a new solution. The advanced solutions like adequate quality, extensive support,...
The long term appreciation report is very important as it is provided while filing Income tax returns. This report is well known as Capital Gain...
It is difficult to track the returns unless advisors sticking monitor them. Advisors sometimes find it difficult to assess the process resulting...
The market can be unstable anytime which is unavoidable. Advisors need to make investment choices on the basis of proper research for which this...
The mailback feeds from RTAs like CAMS, Karvy , Franklin and Sundaram that are supported in this mutual fund software for IFA are transaction...
For a registered IFA, business growth is very important. We equip advisors with the tools in this mutual fund software for IFA that are needed to...
A mutual fund software should be able to help advisors manage Stocks, Insurances ,Bonds, MF or ETFs but in addition to the essential tools , a...
A good software should consists of a true data aggregation model that integrates customer's data and asset data. Data management tools contained...
The full time usage of this mutual fund software for distributors will cost nothing to the advisors. This will help them to maintain full...
Detailed tracking of money flows is very essential for both advisors and investors. This is to identify how the money is actually divided into...
We developed applications and software programs that automate everyday workflow to make advisors life more easier. To make this possible , the...