mutual fund software

Yes, top mutual fund software must offer a feature to transact and track clients’ investments in multiple assets other than just mutual funds. It helps MFDs to retain clients as software enables them to manage all the major asset classes. Make MFDs well-informed about their clients’ entire...

The software determines a well-proportionate ratio among all assets within the entire portfolio to ensure maximum returns with less risk. The Mutual fund software facilitates the optimum utilization of every invested fund and focuses on improving its status. For more information, visit...

Wealth Elite is the best mutual fund software for IFA because it fulfills all the requirements of an IFA and helps in achieving their desired goals. Wealth Elite is a white labeled Multi Assets SaaS platform offering automated onboarding with Video KYC, Online Transactions, Online ATM, Goal GPS...

It is important for MFDs to understand that “automation” is the key to unlocking the secret of 10x business growth. Top mutual fund software automates the business through processes that simplify business management & eliminate unnecessary work-related manual tasks to improve the efficiency of...

The software is capable to deal with numerous complexities and handle all the issues of advisors from maintaining client information to providing the best services for maximum gain. The Mutual fund software for IFA never lets an advisor disappoint a client neither for services nor for gains. For...

The prime purpose of the software is to address distributors’ issues the mutual fund software simplifies the processes of distribution service that contain Video KYC, portfolio inspection, Goal setting, and online transactions. For more information, visit...

As per Business Standard, by the end of 2022, the total count of individual mutual fund distributors in India is approx 116,000, which was 109,000 at the end of 2022. As per an IDFC Mutual Fund report titled ‘Mutual Fund Trend’ published in 2021, only 35% of total individual Mutual fund...

Mutual Fund Software for distributors in India becomes necessary because software provides a simplified centralized platform to manage portfolios of clients, process investment transactions & generate multiple reports. For more information, visit https://wealthelite.in/

Mutual Fund Distributors are highly knowledgeable professionals, but their main challenge is zero automation in business & over dependence on manual work. Best mutual fund software in India helps MFDs in overcoming their major challenges and automates their business, results in multifold growth...

The Online ATM is an excellent feature to present before clients because it works as a wallet that generates returns, the best mutual fund software for distributors allows an investor to invest in liquid funds and withdraw within a few minutes with the ease of online transactions. For more...

Access to transaction history is a must and essential for advisors in order to track the status and performance of the business which is done via Mutual fund software and eases the operations and activity of the business while improving client satisfaction for the long term. For more...

The online transaction facility is too convenient for advisors and investors to place an order for investment which is time and cost-effective. The Mutual fund software for distributors stimulates the earnings of the investors and advisors simultaneously. For more information, visit@ Mutual Fund...

The positive impact can be seen in a form of interest shown by numerous clients and also due to Top Mutual fund software in India the economic growth of the nation is getting boosted based on the number of transactions performed in a day. For more information, visit @-https://www.redvisiontech.com/

The technological changes after modernization left an impact on each industry. In the same manner, the Mutual fund software provides suggestions to advisors for improving the status of portfolios to get the most fruitful return out of the market. For more information, visit@...

The digital portal allows to store the data of every investor and same can be accessed at any time using any device irrespective of the location with the help of Mutual fund software for IFA and the history of transactions can also be tracked. For more information, visit...

Before investment the distributors are required to assess the risk of the client to know the risk bearing potential of investor. In Mutual fund software for distributors the risk is calculated based on collecting necessary information from the investor like total income, investment capacity. For...

Any individual can use with the basic knowledge of financial market and the manner in which transactions are performed. The Mutual fund software is formed in a way that every user becomes friendly with it due to its attractive user interface. For more information, visit...

Prior to some years handling data of individual and providing services to particular client was not so easy for the advisors due to manual preparation of data. Due to the introduction of Top Mutual fund software in India the issue of managing portfolio became an easy task for the advisors. For...

The advisors are the professionals having detailed knowledge of investment to be made under different stocks but due to limited time they cannot serve to each investor. Therefore, the Mutual fund software for IFA becomes necessity for the advisors to deal with multiple investors. For more...

All the data of clients are stored over cloud servers and are backed by security to prevent loss of data. The Mutual Fund Software for IFA handles portfolio of numerous clients along with their investment, expected returns and objectives. For more information, visit @-https://www.redvisiontech.com/