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.
The software is loaded with efficiency to provide multiple solutions to raise the growth of client p…
The attribute of completing all the distribution business’ functions via a single platform, reducing…
As the investment markets are highly volatile and uncertain the prediction of movements becomes nece…
The financial platform grows complicated reports and gives the appropriate position of the acquisiti…
The prediction of prospective returns is required for the distributors to persuade the client for in…
The amenity of virtual on boarding help in listing new prospect from any place through the Mutual Fu…
The onboarding process is too fast for the clients to promote them for investment with the associati…
The distributors can immediately provide reports through the benefit of Mutual Fund Software in Indi…
Since the transformation of Mutual Fund Software for IFA, the expenditure of the whole business decr…
The monetary calculators in Mutual fund software for IFA recommendation in viewing products on the c…
The structure of theme management is added to change the impression of the portal which gives appeal…
The definition of asset management is first for distributors to become informed of the complete valu…
The ease of online transactions grants full authority over the funds of clients and aids in producin…
As the software handles group tasks on behalf of distributors and brings more extra clients within a…
The record of the portfolio is described in an info graphic manner to conclude reports suitable for …
With the proper and in-depth analysis of the schemes, the funds are invested in the true direction w…
The feature of online investment encourages distributors to directly invest the funds in the market …
The tool supports distributors to maintain the data and investment of each client and benefits in de…
The facility helps advisors in knowing the actual gain received by investors after redeeming funds a…
The maturity report shows the past investments which have been matured through which investment stra…
The facility of login statistics is shown on the platform as to understand the number of logins made…
The wealth report presents accurate scenario of the investor’s portfolio and depicts actual investme…
The past performance of the investment is measured as to predict the future movements which guide ad…
The tool helps advisor to perform multiple tasks at a time and also enables to grab clients from dif…