30/04/2021 Financial & Legal Services
The model portfolio is prepared as to present the funds allocation in different segments and also the returns on particular sector. The Mutual Fund Software gives fair details to the clients of the advisors. For more information, visit @-https://www.redvisiontech.com/
While it can't avoid portfolio overlap, mutual fund software offers a portfolio overlapping tool that helps identify common and uncommon stocks betwee...
Access to AUM year-wise reports in the best mutual fund software helps mutual fund distributors analyze growth patterns, track asset management perfor...
MFDs need to keep adjusting client portfolios as per the changing market. With features like portfolio rebalancing, performance tracking, and comprehe...
White-label solutions empower MFDs to deliver a high-quality investment experience under their own brand. Mutual fund software offers a white-labeled ...
More Details