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The simple user interface of mutual fund software for distributors enables fund brokers to access each and every function easily and complete the task without any error. It reduces the time taken for long processes.
The icon of a new feature in the top mutual fund software of distributors in India shows notifications for newly added features with title description and date also has a Go button that directs towards the added feature.
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 brand name.
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 boosting business AUM.
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 lets the investment generate negative returns.
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 maximum growth of business advisors through maintaining cordial relations with clients.
The investment market objective is always to maximize the gain and reduce the risk of loss which makes the evaluation of gain or loss mandatory for investors and advisors. The Best Mutual fund software in India gives a detailed analysis for a specific period to know the overall output of investment.
Whenever any investor enters the investment markets certain goals are predetermined and to keep such goals alive till to the end the Goal GPS in Mutual fund software for distributors prepares a strategy for mapping funds until the goal is achieved.