Most investors think their Mutual Fund Distributors (MFDs) can't offer investments in IPOs or equity, but MFDs using mutual fund software for IFAs can help with that. With the right tools, MFDs and IFAs can provide a broader range... Continue

Most investors aspire to become a crorepati (a millionaire), but many don’t know how to achieve that goal. They usually depend on their mutual fund distributors (MFDs) to guide them through the process. As an MFD, your clients rely on you... Continue

Handling the complex business of mutual fund distribution isn't easy, but many MFDs are turning to MF Back Office Software to make it a bit easier. The day-to-day operations of managing client portfolios, ensuring compliance, and ... Continue

Discover how the best back office software for distributors simplifies Step-up and STP calculations. Streamline your operations, enhance accuracy, and reduce manual errors with advanced features tailored to your distribution needs.... Continue

Declining Assets Under Management (AUM) is a major pain point for Mutual Fund Distributors (MFDs) today. AUM and revenue are the main reasons why MFDs run such a complex business today, and any decline in either of them directly impacts the... Continue

Investors need to visualize how their investments will perform before they commit. Without a clear picture of potential outcomes, many investors hesitate to invest with Mutual Fund Distributors (MFDs). This is where the concept of a model p... Continue

Investors today seek convenience and comprehensive solutions when managing their portfolios. They want everything in one place: all asset classes, detailed reports, and streamlined processes. When Mutual Fund Distributors (MFDs) fall short ... Continue

The CAS option in mutual fund software for IFA offers investors to see a held away portfolio i.e., investment through other MFD or direct platforms. They can compare the performance of both portfolios and help decide the better on... Continue

Investors often redeem their mutual funds when they need money, which can lead to losses for mutual fund distributors (MFDs). This common scenario can disrupt an MFD's assets under management (AUM) and affect their earnings. To tackle this ... Continue

Online presence is a turning point for most businesses all over the world today, and this goes for mutual fund distributors (MFDs) too. In an increasingly digital world, having a robust online identity isn't just an option—it’s a necess... Continue

Mutual fund distributors need a reliable way to keep track of their top investors. The  mutual fund software for distributors makes this task simple and efficient. Here's how distributors can use such software to identify the... Continue

For mutual fund distributors in India, having the right tools can make a significant difference. One such essential tool is an EMI (Equated Monthly Installment) calculator integrated within mutual fund software. Let's explore why this featu... Continue

Revenue generation is the lifeline of any business, and Mutual Fund Distributors (MFDs) are no exception. But, MFDs rarely have any time for revenue generation, because they are always occupied with manual paperwork, onboarding, manual tran... Continue

Mutual Fund Distributors (MFDs) handle a vast amount of data and paperwork daily. Accurate calculations are crucial, as any errors can lead to significant issues, from financial inaccuracies to client dissatisfaction. Manual processing of t... Continue

Mutual fund distributors (MFDs) play a crucial role in guiding investors to make the right financial decisions. One powerful tool that can help both MFDs and investors is the step-up Systematic Investment Plan (SIP) calculator. This tool, a... Continue