Mutual fund software for IFA which provides client onboarding feature?

[redvisiontech]

Yes, there is mutual fund software for IFA that provide client onboarding features. These features allow IFAs to onboard clients more efficiently, reducing paperwork and streamlining the process. The software includes Wealth Elite, Redvision technologies, and Mutual Fund Software. For more information, visit @-https://www.redvisiontech.com/

Key Features:

• Easy goal tracking and investment progress.
• Ascertaining a shortfall in goals is convenient.
• Entire family investment reports can be delivered to clients.
• The compact platform of the desktop version with a unique interface.
• Quick buying, selling, and transfer of schemes.
• Financial calculators for self-calculations of future returns.
• Transaction history can be analyzed for reliability.

Advisors who provide quick services to their clients through the convenient platform are more likely to retain the investors for a longer period. Investors look for complete transparency in the transactions that build their trust upon advisors and also a platform that allows them to perform self-analysis of their portfolio.