How Mutual Fund Software is key to glory?

Advanced technology is needed to cope up with the system, to make and produce versatile business possible, exactly for the advisors as well doing and managing the financial business are easy with best Mutual Fund Software to increase their work performance with hassle-free through mode. For more information visit @- https://www.mutualfundsoftware.in/

What Performance objective is achieved by Mutual Fund Software for IFA ?

Generally, when people start filtering mutual funds they first look at the historical returns. But by using top Mutual Fund Software for IFA to first filter the mutual funds on the basis of their AUM. Asset under management (AUM) is the total amount investors have invested in that scheme inside the Indian market. For more information visit @- https://www.mutualfundsoftware.in/

How features work in mutual fund software?

The need of extra customization is always demanded in terms of technology, so for that the top mutual fund software has the exact features which are needed for an advisor to grow at scale which was never possible before, this can be start for tracking a folio to registering new client all are just a chick away. For more information visit @- https://www.mutualfundsoftware.in/

How important is Mutual Fund software for IFA?

1) Best in class time management for better services for the client.
2) Top performing fund analysis at own convenience.
3) One stop solution for hassle free tracking of investment for advisor only through the Mutual Fund software for IFA .
4) Indian IFA advisors are now growing twice the rate and income they have achieved as compared to 10 years ago.
For more information visit @- https://www.mutualfundsoftware.in/

How technical support use in Mutual fund software?

Anything becomes the best one when it is comprised of all new technologies latest updates and its service part the obvious need for any distributor or IFA, here our top experience tech support team provide a quick solution at 1 call so that one can use their Mutual Fund Software without  any hassle. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software is a better delegation of investment management?

 Our platform consists of easy-to-use data extraction and data mapping from other systems as well as existing systems. This feature of data aggregation in this mutual fund software for IFA makes this portal a better delegation model of investment management. For more information visit @- https://www.mutualfundsoftware.in/

Why IFA prefer this mutual fund software as an order execution management system ?

Advisors should prefer this mutual fund software as an order execution management system because of its real-time interface for multiple exchange and multiple segments simultaneously, its multi-asset order offering and portfolio-based trading. For more information visit @- https://www.mutualfundsoftware.in/

How does this mutual fund software deal with the challenges being faced by the advisors?

We offer enterprise wealth management solutions providing smart and swift mutual fund software that advances the whole business process and empowers advisors to deal with real challenges and embrace the upcoming opportunity. Advisors thus manage to deal with the challenges being faced by the sector. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software for IFA is essential for Capital Gain calculation ?

The investor needs to declare their capital gains at the time of filing returns and paying tax along with some other reports. Here arises a need of Capital gain report with LTCG calculations that is effectively managed in this mutual fund software for IFA and proves very essential for tax filings. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software improve uniformity while monitoring portfolio?

Advisors need to implement and provide another way for collaboration and communication as per the feed-backs from their existing clients. Considering this fact, we implemented a mutual fund software to improve uniformity across projects while monitoring the portfolio as a whole. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software for distributors manages user hierarchy?

One of the key features of this mutual fund software for distributors is that it fully accommodates the organizational structure by creating a user hierarchy that empowers advisors to create and provide a bird’s eye view of numerous hierarchy based data classification and categorization. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software for distributors facilitates to change order date ?

The BSE Star MF platform of this mutual fund software for distributors has a facility to update the previously punched future orders. Advisors can change the order date from the transaction log and can also track the status of the orders like whether they are canceled , rejected or executed from the BSE platform. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software for IFA removes back-office complexity ?

Advisors need to gaze between multiple tabs and reports to find the exact report that suits to their investor’s requirement. Unlike any other tool, our mutual fund software for IFA is built to handle all that complexity and helps the advisor to automatically grow their market insight. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software is built with the most powerful web-framework ?

Our flexible solution is easily customizable to fit the needs of any size firms and cutting-edge design means the system of this mutual fund software will always stay up to date with the latest advancements. This is built using the most advanced and powerful web-framework to give total control over the existing business. For more information visit @- https://www.mutualfundsoftware.in/

How the transaction order status can be tracked through this mutual fund software ?

The transaction order status can be tracked , entered, placed and executed from this mutual fund software. The BSE portal offers the same functionality as AMC to manage all these details. The Transaction log maintains the order related status and the response from the BSE portal.For more information visit @- https://www.mutualfundsoftware.in/

How the asset view in this mutual fund software provides an overview of the client’s portfolio?

Asset viewing provides a professional overview of the investor’s total portfolio at any time. Through this mutual fund software , all the necessary information can be retrieved and presented in a very easy manner. The Wealth report ensures complete asset viewing and supports fast navigation to the other components. For more information visit @- https://www.mutualfundsoftware.in/

How does this mutual fund software acts as a single stop portal for secure data storage ?

As a single stop portal, the solutions provided in this mutual fund software offers secure document storage so that advisors can store all relevant financial documents and reports. Data security ensures the highest level of security for advisors and investors. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software consists of extended parameterization features?

The Investment Management solution offered by this mutual fund software provides firms with rich, end-to-end functionality to streamline their back-office operations. The modular architecture consists of extended parameterization features provided on a single platform to extend client services. For more information visit @- https://www.mutualfundsoftware.in/

How to construct a proposed portfolio for a client in this mutual fund software ?

Sample portfolios are designed to provide a narrower outlook of investments to clients. For this, we provided samples of proposed portfolio often called as a model portfolio in this mutual fund software accomplished by risk profiling, seeking the growth of long term wealth creation. For more information visit @- https://www.mutualfundsoftware.in/

How advisors can track corporate actions entered in this mutual fund software for IFA ?

There is a facility to add corporate action in Equity section in this mutual fund software for IFA , through which advisors can track the corporate actions and can also get timely information like Annual General Meetings and Corporate activities. All this make the difference between action and inaction in advisors life. For more information visit @-https://www.mutualfundsoftware.in/

What are the key criteria that are considered while buying a mutual fund software ?

The key criteria that needs to be considered while purchasing a new mutual fund software is to check out the number of client, types and the offering. Advisors also need to decide hard requirements in terms of functionality, future development ,upgradation and define the dependencies and workflows. For more information visit @- https://www.mutualfundsoftware.in/

How the model driven design of this mutual fund software for IFA is created ?

A team of expert and skilled developers is always available to develop something unique and interactive. This leads to the development of 100% model-driven design, simple processes ensuring that mutual fund software for IFA can be turned as a basic requirement of them. For more information visit @- https://www.mutualfundsoftware.in/

How to find out money growth through this mutual fund software ?

There are various Pre Sales Calculators like SIP calculator and Lumpsum Calculators in this mutual fund software that helps advisors to visualize the amount accumulated with Regular investments in the form of monthly SIP or one time investment at a specified rate of return for a specific duration. For more information visit @- https://www.mutualfundsoftware.in/

How the mutual fund software keeps the advisor at the forefront of advisory services ?

 We are working side-by-side with financial professionals and MFDs to deliver wealth management solutions equipped in our mutual fund software that constantly helps in meeting the needs of financial organization, advisors and clients so that they can always be at the forefront to deliver exceptional services. For more information visit @- https://www.mutualfundsoftware.in/

What are the usability factors present in this mutual fund software for IFA ?

There are various usability factors which an advisor always look for, so as to gain pace in daily back-office work . Some of the best possible factors we used in our mutual fund software for IFA is multi-user access, multi-business access, web-based software and mobile access etc. For more information visit @- https://www.mutualfundsoftware.in/

How the data get daily updated in this mutual fund software for distributors ?

The data is updated on regular and daily basis through the mailback services available in RTA so that advisors will never get the issue of late data update while using this mutual fund software for distributors to view necessary reports. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software assist in accomplishment of investment daily tasks?

We have enabled many features and tools that will help an advisor to manage their financial tasks. The robust software programming used in this mutual fund software caters all the business needs of an advisor, making it easy to accomplish their daily investment tasks and also helps them to see the big picture of how their business is performing. For more information visit @- https://www.mutualfundsoftware.in/

How advisors get proper resolution of issues arising in this mutual fund software ?

There is a complaint redressal mechanism available in the form of Ticket panel in this mutual fund software .We provide three possible ways from where advisors can check whether the issue written by them or the ticket raised by them is properly resolved up to satisfaction or not. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software increases collaboration between client and investors ?

To grow any business, the very first requirement is to have great collaboration with the customers. From client relationship point of view , this mutual fund software offers many facilities like scheduling meetings, making client profile ,greetings on special occasion and moreover making investments and goal planning. For more information visit @- https://www.mutualfundsoftware.in/

What are the payment options available for MF buying in this mutual fund software ?

Advisor and investors can seamlessly transact online with the BSE /NSE Invest Online platform on this mutual fund software . As far as payment process is concerned client can opt for all the options that are permitted by BSE/NSE available here. For more information visit @- https://www.mutualfundsoftware.in/

How does the financial planning in this mutual fund software comprises of goal tracking as well ?

We have designed a robust financial planning tool which comprises of mapping and tracking of the client’s goal . Through this interactive feature available in our mutual fund software , both the advisors and clients can create a financial plan and can link it with their existing goals. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software for distributors supports BSE Star MF platform ?

 The BSE Star MF and NSE NMF II API's are integrated with this mutual fund software for distributors . Advisors can easily register and onboard their clients for making online transaction with this platform. Maintenance of transaction status is also available in the transaction log section provided in this platform. For more information visit  @- https://www.redvisiontech.com/

Do this mutual fund software for distributors show scheme re-categorization ?

Scheme re-categorization contains four type namely Equity , Debt, Hybrid and Sole oriented . All these types are covered under the report section of this mutual fund software for distributors . An investor can enjoy fund diversification and multi asset funding with this feature. For more information visit @- https://www.mutualfundsoftware.in/

What services one can get with this mutual fund software for distributors ?

This mutual fund software for distributors provides complete and comprehensive financial planning and Goal GPS module. Paperless investment is also possible with all time expert view and proper reporting methodologies. For more information visit @- https://www.mutualfundsoftware.in/

Will an advisor get regular alerts of investments from this mutual fund software for IFA ?

An advisor can get regular alerts and notifications on the dashboard itself with this mutual fund software for IFA . With these capabilities an advisor can easily manage his finances and his investors portfolios and assist for better reporting. For more information visit @-https://www.mutualfundsoftware.in/

How this mutual fund software for IFA streamlines business operations ?

We allows the distributors and IFA’s to manage and maintain the entire back office functionalities through the simple online processes . This mutual fund software for IFA allows an advisor to do their business more efficiently and accurately enabling to monitor their business through right decisions.For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software works on the mission for advisor’s empowerment ?

With the growing participation in mutual fund and wealth management industry, it is increasingly important that an advisor must have better and systematic technology that can meet the needs of tomorrow’s technology enabled investors and our mutual fund software fulfills this need. For more information visit @- https://www.mutualfundsoftware.in/

How can an IFA increase Asset Under Management with this mutual fund software ?

With the AUM based report in this mutual fund software an advsior can check the details of the total business done. The firm growth is possible as an advisor can find out the zones where there is need of improvement in his firm’s business. For more information visit @- https://www.mutualfundsoftware.in/

How the integration of this mutual fund software makes the difference for investing ?

Our wealth management software provides automated and integrated investment management resources and tools so that an advisor can reduce manual processes. Additionally, this mutual fund software helps to break down difficult scenarios into easy one. An advisor can create accurate and timely report for clients and making his firm unique with other firms. For more information visit @- https://www.mutualfundsoftware.in/

Do this mutual fund software offers and advisor best tools to grow in this dynamic market ?

Mutual fund software is designed excellently to streamline business processes and keep and advisor actionable to stay ahead of their competitors. The Research desk Platform in this  software let you make hard decision easily by making fund analysis. Advisors can compare one or more fund to check the fund performance. For more information visit @- https://www.mutualfundsoftware.in/

What facility this mutual fund software provides to empower AMC Business ?

This mutual fund software is equipped with shortlisting of recommended schemes feature.  Advisor needs to simply set the AMCs in which he wants to do business. Then after he can add recommended schemes in that so that he and his investors can quickly invest in the shortlisted schemes. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software for IFA improves investment decisions of an advisor ?

Hard investment related decisions are based on data. But it’s difficult to trust and search data that’s stuck in multiple spreadsheets. To overcome this difficulty we developed a mutual fund software for IFA which is automated straightforward in processing and reporting and reduces failure points. For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software for distributors is helpful in scaling the business ?

This mutual fund software for distributors delivers you right quality investment strategies and best wealth management tools to work for your firm, leaving you free to focus on developing new business and client servicing. All this will help you to scale the business. For more information visit @- https://www.mutualfundsoftware.in/

How can an advisor maintains client’s profile in this mutual fund software ?

This mutual fund software maintains your client’s profile like his personal details , KYC details, FATCA details, investment mandate information with account related information like clients code , BSE member ID etc. For more information visit @- https://www.mutualfundsoftware.in/

Would an adviser get upcoming investment notifications using this mutual fund software ?

We will remind you of all upcoming investment notifications and alerts. This is a automatic process that can be done for any given month so you don't have to bother with unnecessary manual work and notes to stay updated. In this mutual fund software you will get notifications that would range from your mutual funds to other assets also . For more information visit @- https://www.mutualfundsoftware.in/

How this mutual fund software for distributors automate your processes ?

As we know that manual processes are prone to error. Less human dependency reduces the risk and errors. To eliminate the errors and reduce human dependency we developed a robust mutual fund software for distributors using which you can automate your processes by transacting online, easy reporting and analyzing fund performances. For more information visit @- https://www.mutualfundsoftware.in/

From where you can perform easy analysis of invested funds using this mutual fund software ?

We provided a Valuation report in this mutual fund software from where you can get all the required options to generate report as per the need of your investors. The reporting also helps you to analyse the performance of the transactions done in the past through evaluating benchmark and its sensex value . For more information visit @- https://www.mutualfundsoftware.in/

How this Mutual fund software helps to enhance productivity using its AUM Report ?

Through the AUM report provided in this mutual fund software you can steadily boost your business productivity . This is the thriving benefit of using AUM report using which you can manage and check the details of SIP and lumpsum business . You can check the total AUM of your firm so that you find out the areas of improvement in your business. For more information visit @- https://www.mutualfundsoftware.in/

How this Mutual fund software is a package to acquire clients to investments ?

We are providing many methods and solutions that can be used for tracking mutual fund investment reports in this mutual fund software . You can gain better business opportunities by acquiring clients and identifying their goals .Thus this software is itself a complete package from client acquisition to investing. For more information visit @- https://www.mutualfundsoftware.in/

How is this mutual fund software helpful for task management ?

Maintaining data and remembering important events is crucial as well as essential for an adviser.  Our mutual fund software provides an Alert management system so that you can add reminders for important events during the life of a transaction and also help you to track the status of transactions . For more information visit @- https://www.mutualfundsoftware.in/