REDVision Tech is one of the best mutual fund software for distributors fintech company in India, that provide BSE and NSE integration. This means that distributors can access the mutual fund schemes listed on both exchanges and place orders from a single platform. For more information, visit @-https://www.redvisiontech.com/
Overall financial planning proves itself as an integral part of Mutual Fund Software and beneficial for both the distributors and investors. The calculation of various ratios determines the performance of the client’s profile and also depicts the financial viability along with the potential to bear risk in the mutual fund market. It also facilitates sorting clients based on the risk associated with their profile to form the same kind of strategy.
Features of Financial Planning:
A consolidated action plan is prepared for the investor after the exact evaluation of the profile.
All assets and liabilities are considered for identifying risk factors.
Income and expenses suggest the potential of investment.
Asset allocation and mapping are done to achieve the set objective.
Linked with Goal GPS and same goals can be referred to or adopted differently.
Overall financial planning proves itself as an integral part of Mutual Fund Software and beneficial for both the distributors and investors. The calculation of various ratios determines the performance of the client’s profile and also depicts the financial viability along with the potential to bear risk in the mutual fund market. It also facilitates sorting clients based on the risk associated with their profile to form the same kind of strategy.
Features of Financial Planning:
A consolidated action plan is prepared for the investor after the exact evaluation of the profile.
All assets and liabilities are considered for identifying risk factors.
Income and expenses suggest the potential of investment.
Asset allocation and mapping are done to achieve the set objective.
Linked with Goal GPS and same goals can be referred to or adopted differently.