19/12/2023 Financial & Legal Services
The core features of mutual fund software encompass multi-assets for diversification, portfolio rebalancing, risk profiling, and goal-based planning. They enhance the effectiveness of IFAs in serving their clients, making it an effective and valuable tool to grow their business.
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White-labeling allows distributors to customize the platform with their own branding. This feature in Mutual fund software in India enhances brand vis...
Access to New Fund Offering investments through Mutual Fund Utility in mutual fund software in India streamlines processes, enabling error-free, faste...
While it can't avoid portfolio overlap, mutual fund software offers a portfolio overlapping tool that helps identify common and uncommon stocks betwee...
JezzMoney is the best software for mutual fund distributors and financial advisors in India. It offers easy tools like the SIP Calculator, portfolio m...
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