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mutualfundsoftware

Mutual fund software is Fully Automatic platform for IFA, RIA and Mutual Fund Distributors (MFD) to run mutual fund advisory or distribution business in India.

Mutual Fund Software For IFA

0 Followers, 26 Marks

Mutual fund software is Fully Automatic platform for IFA, RIA and Mutual Fund Distributors (MFD) to run mutual fund advisory or distribution business in India.

The software is loaded with efficiency to provide multiple solutions to raise the growth of client portfolio and the modules included in Mutual...

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The attribute of completing all the distribution business' functions via a single platform, reducing the dependency on other platforms and...

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As the investment markets are highly volatile and uncertain the prediction of movements becomes necessary which helps in minimizing the risk from...

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The financial platform grows complicated reports and gives the appropriate position of the acquisitions as the Mutual Fund Software for IFA allows...

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The amenity of virtual on boarding help in listing new prospect from any place through the Mutual Fund Software for IFA and it extends the figure...

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The onboarding process is too fast for the clients to promote them for investment with the association of Mutual fund software for IFA as the...

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The monetary calculators in Mutual fund software for IFA recommendation in viewing products on the current value of investment also support...

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The structure of theme management is added to change the impression of the portal which gives appealing UI to the tool and also creates it more...

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The definition of asset management is first for distributors to become informed of the complete value of portfolio managed as the Mutual fund...

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The ease of online transactions grants full authority over the funds of clients and aids in producing predictable results via Mutual Fund Software...

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As the software handles group tasks on behalf of distributors and brings more extra clients within a quick span the goodwill of the firm begins...

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The record of the portfolio is described in an info graphic manner to conclude reports suitable for the users and the investors and also the...

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With the proper and in-depth analysis of the schemes, the funds are invested in the true direction which assures no loss as the Mutual Fund...

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The feature of online investment encourages distributors to directly invest the funds in the market without any delay and gives safe results also...

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The tool supports distributors to maintain the data and investment of each client and benefits in delivering reliable services as per the profile...

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The facility helps advisors in knowing the actual gain received by investors after redeeming funds as the Mutual fund software for IFA ensures...

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The maturity report shows the past investments which have been matured through which investment strategy can be adapted. The Mutual Fund Software...

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The facility of login statistics is shown on the platform as to understand the number of logins made within stipulated time. The Mutual Fund...

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The wealth report presents accurate scenario of the investor's portfolio and depicts actual investment values. The Mutual Fund Software for IFA...

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The past performance of the investment is measured as to predict the future movements which guide advisors to form accurate strategy dealing with...

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The tool helps advisor to perform multiple tasks at a time and also enables to grab clients from different locations. The Mutual Fund Software for...

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The financial statements helps investors to file returns for the year end and assist in claiming relevant deductions under specified provisions....

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The software proves its worth in the business of the advisors as it operates functions on behalf of the advisors and relives them from back office...

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