Differentiation in offering advanced customer experience in the financial industry is becoming param…
Modern and innovative portfolio management systems empower advisors to focus more on their clients r…
Scaling up and adopting evolving business models are necessary factors promoting the growth of busin…
We have put together a gallery of real-time financial widgets on the dashboard of this mutual fund s…
Robust fund analysis and valuation tools help advisors to plan for goal across funds. Advisors can m…
Some common challenges that advisors usually face with other mutual fund software for distributors i…
The detailed report of Equity Valuation can be obtained through this mutual fund software for IFA by…
Advisors can get a bird’s eye view of all invested funds of clients in one aggregated dashboard of t…
Real-time access to intellectual analytics is the USP of our mutual fund software, helping advisors …
It is most important for advisors to check the past performance of any fund before recommending it t…
The very first step that is required is to add complete data of clients in the FP section of this mu…
There is a comprehensive back-office system integrated within this mutual fund software allowing a w…
We provided a dedicated CRM module for alerts and reminders for SIP due, renewal or expiry etc. Alon…
There are many processes that are equally important for advisors other than just transactions and re…
We built a platform with the latest technology stack which is faster and more scalable allowing inte…
The very important factor for a person to be eligible for making online transactions via this mutual…
The AUM, Commissions etc are the criteria which are considered for ARN holders and distributors when…
An ISIP is a completely paperless way of starting a SIP and XSIP is a facility provided by the excha…
As per the SEBI circular regarding scheme categorization , most of the Mutual funds have renamed, me…
We have provided a facility to send one to one or multiple or mass notification to advisors and dist…
Our platform is equipped with easy client merging technique wherein advisor can easily merge client …
It is often necessary for advisors to compare the past performance of the invested fund. We provided…
Advisors can make goals for their clients and can build an investment plan that fits their needs. Th…
It is difficult for advisors to decide whether the portfolio they have built for their client is the…