We offer two types of portfolio management services, one is advanced reporting of Multi-Asset and th…
The use of this mutual fund software for distributors ensure advisors and clients that their financi…
Portfolio managers and advisors need clear insight to get into multiple programs and reports at once…
A powerful managed service provided by our mutual fund software easily adapts the business requireme…
We provide a complete outline of investment performance through the automatically generated emails t…
Advisors can make investment proposals for prospects through this mutual fund software for distribut…
The advanced CRM features of this mutual fund software give customers a more personalized and native…
There is a various combination of sectors such as asset categories, allocations, and benchmarks for …
Data conversion can be done very easily with the help of the solutions offered and covered within ou…
The Invest Online platform of this mutual fund software supports a wide range and almost all types o…
Daily monitoring of investment limits in accordance with the regulations specified by the government…
We support wealth managers and advisors to concentrate on the key points like analyzing and plotting…
The clients can place an order in mutual funds only after registration in BSE which can be easily do…
The Client registration module is mandatory for advisors as well as investors to start new investmen…
The combination of productivity tools and integrated modules in this mutual fund software for distri…
The functionalities such as BSE registration, Mandate registration, Client registration, FATCA regis…
Investors can redeem funds through the Invest-Online platform of this mutual fund software. They can…
The Systematic Transfer Plan (STP) allows an investor to transfer a fixed/number of units into anoth…
To get started with new investment in mutual funds, an investor needs to register with the BSE and t…
The embedded architecture and the intuitive designs of this mutual fund software enable financial in…
We provide a unique way for advisors and investors to upload their necessary documents into this mut…
The retail investors now have access to their customized portfolios to gauge their risk profile and …
The advent of digital technologies and automation of this mutual fund software has revolutionized th…
There are many self-service tools are available in this mutual fund software for IFA that can be con…