Mutual fund software is Fully Automatic platform for IFA, RIA and Mutual Fund Distributors (MFD) to run mutual fund advisory or distribution business in India.
Through the past record of dividend distributors can predict the future performance of the schemes a…
The feature of alert helps in measuring the status of the investments and also allows taking recomme…
Mutualfundsoftware provides the efficient Mutual Fund Software to the distributors managing the fund…
The clients reports are presented as to get the status of active and inactive clients in the busines…
The wealth report is prepared as to identify the fair status of funds under one report. The Mutual F…
The facility of notes helps in recording important information while analyzing the present investmen…
The estimation gain reveals the real gain received by the investors after redemption of the funds th…
The online portal invests fund smartly as to prevent the funds from facing loss and to deliver assur…
The tool helps advisors to measure the returns that can be generated upon investing funds within par…
The facility of report is made available as to ease the tracking and presentation of portfolio stat…
As the large number of advisors is dealing in the investment market, it becomes hard for particular …
The advisors only need to access the portal and can deal with the investor through online platform w…
The facility of remote KYC allows performing the verification procedure from the comfort of home for…
The roadmap of goals assists both the advisors and investors to track the path of overall objective …
The documents of the clients can be kept secured over the portal by the advisor as to restrict the u…
Upon login the portal the user gets notification of the movements in the portfolio and no updates is…
The advisors get various additional functions in the tool that helps them to extend business functio…
The allocation of funds is done as to utilize the optimum capacity of funds to generate gains and al…
The advisors get the opportunity to generate business through continuous acquisition of the investor…
The development of goal is essential as to link the investments with particular objectives which inc…
The development of goal is essential as to link the investments with particular objectives which inc…
The digital platform improves the functions of the business with high tech and advance features whic…
The feature of vault is allotted in the software that assists advisors to retain the documents of cl…