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How does Mutual fund software ensure the proper formation of goals?
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
How effectively mutual fund software in India manages the portfolio of a client?
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
How Mutual fund software ensures client satisfaction for advisors?
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
Why Mutual fund software in India is mandate for advisors?
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
Why Mutual fund software in India perform research?
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
How does Mutual fund software for distributors ascertain the value of the investment?
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
How Mutual fund software in India generates wealth report?
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
How Mutual fund software for IFA generates reports of investment?
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
How clients get notification about the investment made?
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
Mutual Fund Software for Distributors improves processes
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
Mutual Fund Software for Distributors improves processes
Description (2000 characters max.)... Continue