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The mutual fund software for IFA fulfills the need to back office assistants by storing large data in a structured format and auto updating the data received from Cams and Karvy.
The white label feature provides the distributor with his own business URL and displays its logo in the upper left corner thus mutual fund software for distributors helps in branding by serving by own...
The mutual fund software aid distributors in running the business smoothly by simplifying the complex processes of client onboarding, investment planning, research and assessing portfolios, and boosti...
To manage all business operations and provide an enhanced experience to clients Wealth Elite is the top mutual fund software for IFA in which all the work of the organization is done online.
The mutual fund software has step by step process for financial planning that allows MFDs to collect all the requisite clients data to get a superfine investment strategy by mutual fund software.
The financial calculators assist in estimating future returns on the present value of an investment which also helps advisors in attracting investors for investment. The Mutual fund software for Distr...
The constant monitoring of the portfolio is performed in order to ensure that investment is growing and no loss should be suffered to investors funds. The Mutual fund software for distributors never l...
The advisors cannot remember each and every due date of maturity or relevant events of clients manually and is also a complex process but the Mutual fund software for distributors made it easy to remi...
The utility of software is worthy for advisors as it has the potential to handle all significant tasks of advisors which smoothens the operations of the business. The Mutual fund software ensures maxi...
The instant and digital platform for collecting information is available which allows the immediate inception of investment and mitigates the complex process and all this is possible through Mutual fu...