The client front-end is a model-driven investment recommendation solution that also provides clients…
Goal-based planning and investment advisory tools like Research desk and Pre-sales calculators and f…
Advisors and investors can demand reports targeting a particular demographic that is s tag-based and…
We have made it easy to set up pre-sales flow to make perfect investment decisions so that advisors …
Our web-based portal collects and unifies portfolio data that accurately and securely manage the hig…
Our solutions are perfectly designed by using best-in-technology coupled with ease of use to fulfill…
The web-based modular designs of this mutual fund software for IFA are specifically designed to help…
The existing users, advisors and ARN holders can contact our after-sales team of dedicated experts f…
We integrated a technology designed to automate model portfolios designing and management within thi…
The data feeds like an index record of NSE and BSE, daily tickers, NAV updates, corporate actions, m…
Customer Relationship Management provides advisors and distributors with a simple and easiest soluti…
The selective data views are possible within this mutual fund software for distributors that provide…
We offer relatively inexpensive and intuitive standard templates and designs as well as fully custom…
The NAV prices are calculated internally or can be imported if required. These can be set to a fixed…
The core investment management functions track, administer and monitor reports by and integrated sol…
Our customized Wealth Platform supports every area of the investment process so that advisors can ea…
Wealth Management and advisory firms are continuously evolving to meet market needs for a client-cen…
There are three pathways of success that will define the gen-next advisors. These are customer exper…
Report capabilities extend to each and every part of this mutual fund software making internal as we…
The ‘look and feel’ of this mutual fund software for distributors digitizes the customer journey acr…
The standard interface assists automated importing techniques of corporate actions, a range of price…
We have developed this mutual fund software for IFA by understanding the need and behavior of Indian…
From a practical prospective, this mutual fund software for IFA modeled all asset classes handling t…
The pre-integrated solutions included within this mutual fund software for distributors provides a s…