May 2019
Especially significant features like Tax package report, XIRR reports, Goals tracking analysis, Invest online with tools and tickers. This mutual fund software for distributors drives innovation and g
Including detailed analytics to show portfolio performances and target level of achievement. Eye opening technology used in this mutual fund software for IFA that can open new business dimensions for
One key for upper management of any advisory firm, take this mutual fund software for any organization on an annual walk-through of your facility to highlight issues and problem areas that need to be
Most mutual funds investors invest mainly to build their retirement funds. No wonder, if we are gathering all the recent launch of retirement funds that has caught your attention here in this mutual f
The main aim of any IFA is to boost the profit figures by investment. This mutual fund software for IFA helps you to build a mutually valuable relationship with clients. In mutual funds if invest heft
For detailed overview, there are numerous advantageous aspects for using this mutual fund software for distributors to enhance productivity in work and with thought of increase in AUM with relevant op
Not an imagination with this financial software for transactions happen in a single blink of an eye, needless to say that with this mutual fund software BSE integration, little less human interference
We are the first software trafficker who has used the unlimited geographical investor list and syndicated it, with goal summary here in this mutual fund software for distributor. By which he can add f
To take your investment strategy as an IFA at the peak of investment ideas for users, you can find betterment in terms of this mutual fund software. That going to show you modern era of investment wit
We define and implement the safety standard for investment so that not going to be in a position of losing in Indian mutual fund markets. One such step to protect the data and continuous watch over po
Our corporate version of software helps you in customer acquisition and sales. This ARN configuration of this mutual fund software for ifa helps you to in having a flawless process workflow also helps
Client login having its online access for watching asset positions for any given time - The ability to process multi-class and multi level transactions, with one single login through this mutual fund
To simplify the advisory job role managing data of prospective customers, dog watch on portfolio performance, it is a smart choice of keeping this mutual fund software for distributors. With this you
Through this mutual fund software for distributors you will be able to get the STT details which is levied only on sale of MF units in equity and balanced funds, applicable on both open ended and clos
This financial software work as a pill for every morning headaches, with this neglect the headache of uploading SIP and AUM files, through this mutual fund software you will be efficiently able to aut
Bringing out the features of automatic mail and alert triggering, in this mutual fund software for IFA belonging to any quotient, rather the portfolio alert, SIP transaction or may be a TAX PACKAGE re
When it comes to give P&L report clients asking about this mind boggling report don’t be haphazard that time, with this mutual fund software take report in fund type wise and folio wise manner f
With the thought of investment and a few futuristic goals, we have clarity for both your goals and its purposeful investment. With this mutual fund software for IFA offering an investor, a professiona
With the availability of technology, the demands of investors have also gone up rapidly. Today clients do not want to go through the hassle to spend time to check their investments on their computer.
With saving of time and logical movements through- ROBO APP-> Client Onborad -> 5 minutes -> transaction punch. This small effort converts the thought of investment into the reality. With thi
You will get a Realized report in this Mutual Fund software for distributors that will fulfill your need to get all the desired details in last financial year like STT paid, short term loss amount, lo
Creating model portfolios allows advisors to focus their research and due diligence process on a narrower range of investments.This Mutual Fund software is accomplished by all-in-one coreportfolios bu
You can a get a customized monthly MIS report in this Mutual Fund software for distributors using which you can easily manage your monthly inflow/outflow.You can generate list of SIP purchases, Redemp