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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...

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It is most important for advisors to check the past performance of any fund before recommending it to their clients. Thus, the fund performance...

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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...

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There is a comprehensive back-office system integrated within this mutual fund software allowing a wide range of data feed files to be uploaded....

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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...

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There are many processes that are equally important for advisors other than just transactions and reporting. Keeping track on critical tasks and...

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We built a platform with the latest technology stack which is faster and more scalable allowing integration of multi-asset. Advisors can run their...

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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...

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The AUM, Commissions etc are the criteria which are considered for ARN holders and distributors when SEBI conducts Due Diligence. So this report...

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Advisors can add and update RTA settings easily from the Mail information panel that is provided in this mutual fund software for distributors to...

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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...

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As per the SEBI circular regarding scheme categorization , most of the Mutual funds have renamed, merged some schemes and changed their category....

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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...

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Our platform is equipped with easy client merging technique wherein advisor can easily merge client by creating groups in this mutual fund...

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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...

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Advisors can make goals for their clients and can build an investment plan that fits their needs. They can receive a comprehensive assessment of...

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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...

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The financial need of an IFA includes investment tracking, advanced reporting, analysis reports and many more. All these features are provided in...

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Advisors and investors can get a real insight into the fund performance and expense ratios of thousands of the available mutual funds in the...

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Advisor first need to decide why they are considering buying a new solution. The advanced solutions like adequate quality, extensive support,...

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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...

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It is difficult to track the returns unless advisors sticking monitor them. Advisors sometimes find it difficult to assess the process resulting...

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The market can be unstable anytime which is unavoidable. Advisors need to make investment choices on the basis of proper research for which this...

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The mailback feeds from RTAs like CAMS, Karvy , Franklin and Sundaram that are supported in this mutual fund software for IFA are transaction...

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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...

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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...

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A good software should consists of a true data aggregation model that integrates customer's data and asset data. Data management tools contained...

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The full time usage of this mutual fund software for distributors will cost nothing to the advisors. This will help them to maintain full...

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Detailed tracking of money flows is very essential for both advisors and investors. This is to identify how the money is actually divided into...

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We developed applications and software programs that automate everyday workflow to make advisors life more easier. To make this possible , the...

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