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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Access to AUM year-wise reports in the best mutual fund software helps mutual fund distributors analyze growth patterns, track asset management perfor...
While it can't avoid portfolio overlap, mutual fund software offers a portfolio overlapping tool that helps identify common and uncommon stocks betwee...
MFDs need to keep adjusting client portfolios as per the changing market. With features like portfolio rebalancing, performance tracking, and comprehe...
Security is very important for MFDs as they deal with investors' money and trust, and vital security features in mutual fund software for distributors...
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