Since the investment markets are subjected to high risk the advisor’s duty is to predict future volatility which is possible through Mutu... Continue

The Goal GPS module of the software focuses on setting real-life objectives which induce investors to regular investments in the long term which is possible through Continue

The constant monitoring and tracking status of funds is possible which facilitates effective management of client portfolios and regular updates are also delivered through Continue

The advisors get the facility to serve effectively and timely investors along with various facilities that help to retain the client for the long term which is only possible with Continue

The role of advisors in the investment market is typical and need to perform multiple tasks at a single time which is possible only with the help of Mutual fund software i... Continue

Conducting research on different schemes is essential for advisors prior to investment from clients which helps in selecting the best schemes. The Mutual fund softwa... Continue

The live portfolio valuation assists in determining the accurate current value of the investment made by investors. The Mutual fund software for distributors hel... Continue

The wealth report helps in ascertaining the entire investment made by investors through categorizing under investment portfolio and insurance portfolio. The Mutual fund so... Continue

The inclusion of different modules helps to develop the reports of the client’s portfolio for monitoring the status of funds and also the Mutual fund software for IFAContinue

Through the instant update features and constant services by the advisors to the clients and introducing about the specialties of the Mutual Fund Software, the at... Continue

The functions of the distributors get improved since the introduction of the digital portal which assists in drawing information from different parts of the... Continue

Description (2000 characters max.)... Continue