When the investment plan is formed as per the goals of investors the management of funds becomes eas…
The advisor’s pattern and method of working has been entirely changed which transformed the era of i…
The attribute of completing all the distribution business’ functions via a single platform, reducing…
In the best mutual fund software for distributors in India, the Monthly MIS shows the inflow, outflo…
For a thorough analysis of clients’ portfolios and taking informed decisions, multiple reports that …
White label, portfolio rebalancing, online transaction, goal tracking, portfolio analysis, multi-ass…
An MFD can make investors invest in a scheme via lumpsum, SIP and STP modes. The systematic investme…
The web setting allows changing background and font colours in mutual fund software for distributors…
Yes, the Goal GPS feature of mutual fund software for IFA assists in goal setting along with mapping…
The white label feature provides the distributor with his own business’ URL and displays its logo in…
The mutual fund software aid distributors in running the business smoothly by simplifying the comple…
Monitoring a customer's investment to see how it is performing against pre-set goals is an important…
The fast execution of client onboarding, representing portfolio in report format, research and portf…
The software performs as the mediator between the advisor and investors in order to successfully pur…
Through the info graphic representation of reports depicting financial status of clients the advisor…
The preparation of investment planning is essential for systematic investment and extracting desired…
As the investment markets are highly volatile and uncertain the prediction of movements becomes nece…
The roadmap helps in adopting a systematic strategy for investment which helps in generating desired…
The software is an integral part of the business of advisors because without it all functions of bus…
The inclusion of various calculators helps advisors in estimating future returns based on which inve…
The software determines a well-proportionate ratio among all assets within the entire portfolio to e…
Advisors get the facility to generate reports of different financial years at a single click in the …
The dividend history of schemes is used to make the decision for investment and investors only shows…
The software eases the method and pattern of working and the burden of data management is reduced th…