Promoting business is essential for every distributor in order to stay competitive in the industry and also to acquire more number of clients. Also the promotion of business involves high cost which has the potential to affect the perfor... Continue

Looking back to some years managing business operations of a mutual fund advisory business used to be typical and was a challenging job as a result of which many firms went out of industry due to lack of management. The mutual fund distr... Continue

The presentation of reports to the clients is a complex task and requires maximum efforts of the distributors as it involves calculation of future results on the funds invested by clients. While the distributors performs manual calculati... Continue

Forming reports for the portfolio of clients is a complex task for the advisors as it involves valuation and identification of fair progress of funds. Advisors without a proper assistance find it difficult to ascertain the status of clie... Continue

Continuing functions of business in such uncertain times is typical for every firm and also affects the survival due to shutdown of operations but still preparation can be done to overcome the difficult time with right resources. The Mut... Continue

The emerging technology is helping the distributors in efficiently managing the investment of the investors that allows in handling the portfolio of the investors without any issue. The portfolio of every investors have different risk ap... Continue

Every business deliver excellent performance based on the technology adapted which makes the operations smoother. No business can survive in long run without the help of technology as it is crucial factor that determines the success of t... Continue

It’s a fact that the thing which makes your work easier grabs the attention of majority and has high demand in the market. Likewise in the Mutual Fund business the financial software makes the work of the distributors easier which is t... Continue

Gone are the days when investment process were a lengthy process where advisors need to collect physical applications from investors for investing funds which takes a lot of time and also proves costly for both advisors and investors. Th... Continue

In the former times the business of financial advisors was totally dependent upon the manual operations which require focus on each and every activity of the firm. The same thing involves huge efforts and cost of the advisors. In order... Continue

The investment market always possesses risk and due to heavy volatility the funds have also chances of loss but the strategy decides the results on the invested funds. The Mutual Fund Software reduces the chances of risk and hel... Continue

The live portfolio helps in determining the actual status of investment which helps in supervising each single movement in the values of funds. The Mutual Fund Software for Distributors easily generates reports. For more informati... Continue

Advisors recommendation to investors for schemes depends on the research performed in the initial level which decides the final output of the investment. The more deeply an advisor performs research on the schemes, higher are the chanc... Continue