The facility of instant transaction allows advisors to place order on behalf of advisors through online mode. The Mutual Fund Software for IFA gives f...
Advisors operations are made easy as to deliver services to multiple investors at a time without any interruption. The Mutual Fund Software gives desi...
The facility of online KYC allows advisors to collect necessary information of every client as to verify them before investing funds in the market. Th...
The feature of remote KYC enables the advisors to collect important information and documents of the clients through the Mutual Fund Software that als...
Advisors can assess the investors through identifying the risk potential which helps advisors in recommending investment strategy. The Mutual Fund Sof...
The live portfolio report presents the actual and ongoing status of the funds invested by the investors. The Mutual Fund Software for Distributors cle...
The advisors can spread the funds of the investors as to optimize the efficiency of the funds and reduce the risk and chances of loss. The Mutual Fund...
The multiple benefits are associated with the tool as it reduces the efforts of the advisors in the operation of the firm. The Mutual Fund Software fo...
The advisors can map several clients under particular sub broker of the advisors as to ease the working of the firm and also to expand the business op...
The investment can be done through online mode which helps in instant investment in the scheme which generates high returns. The Mutual Fund Software ...