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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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...
Automated reminders in mutual fund software for distributors ensure timely follow-ups on SIP dues, FD maturities, Life/General Insurance premium dues ...
Incorporating automatic reminders, the top mutual fund software in India helps IFAs send timely notifications for SIP due dates, FD maturities, and in...
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