REDVision Global is the best client portfolio management mutual fund software for IFA, there are several factors to consider such as features, Functionality, User Interface, Ease of Use, Customization, Scalability, Security, Customer Support, Data Management, and Cost. Now request a demo or trial to assess on https://www.redvisionglobal.com/
- Offer product differentiation with Portfolio Rebalancing. It will help MFDs in allocating clients' portfolio proportionately in equity and debt, which will reduce risks, and also improves the rate of return.
- 100% white-labeled software & Financial Website helps MFDs in creating their digital identity with unique URL to generate investors' trust. It will increase visibility, reduce complexity, expand the firm's reach, and transforms the business into a brand. Create Digital Identity, Generate Trust, and Become a Brand.