The financial need of an IFA includes investment tracking, advanced reporting, analysis reports and …
Advisors and investors can get a real insight into the fund performance and expense ratios of thousa…
Advisor first need to decide why they are considering buying a new solution. The advanced solutions …
The long term appreciation report is very important as it is provided while filing Income tax return…
It is difficult to track the returns unless advisors sticking monitor them. Advisors sometimes find …
The market can be unstable anytime which is unavoidable. Advisors need to make investment choices on…
The mailback feeds from RTAs like CAMS, Karvy , Franklin and Sundaram that are supported in this mut…
For a registered IFA, business growth is very important. We equip advisors with the tools in this mu…
A mutual fund software should be able to help advisors manage Stocks, Insurances ,Bonds, MF or ETFs …
A good software should consists of a true data aggregation model that integrates customer’s data and…
The full time usage of this mutual fund software for distributors will cost nothing to the advisors.…
Detailed tracking of money flows is very essential for both advisors and investors. This is to ident…
We developed applications and software programs that automate everyday workflow to make advisors lif…
There are various utility reports that we have added in this mutual fund software for distributors p…
The basic needs to start investment of a client is to assure that whether the client is KYC register…
The high grade quality and award winning technology of this mutual fund software together combine to…
The software designs that we have used while making this mutual fund software include factors like d…
It is the responsibility of the asset management companies to work as per the norms and regulations …
After making investments , a very needful report required to the client is their Statement of Accoun…
Risk return analysis of client’s portfolios can be done using historical data . Advisors can get the…
The main vision of this mutual fund software for distributors is to provide correct and accurate dat…
The large database of this mutual fund software stores all customer and portfolio information in a s…
The STT value can be obtained in the realized capital gain report available in this wealth managemen…
The various fund types like Close ended fund, FMP and ELSS etc can be easily differentiated and mang…