How easily you can manage and monitor workflows using this Mutual Fund Software ?

Our Mutual Fund software is well equipped with adaptable platform using which IFA can efficiently track client behavior to provide excellent planning services that makes it easy to build new processes and eliminate the old one, enabling you to continuously improve and manage your investment workflow. For more information visit @-https://www.mutualfundsoftware.in/

What does this mutual fund software provides for continuous planning ?

Using this mutual fund software you can eliminate tedious work required for financial planning and goal planning for your clients. Our Financial Planning tool enables you and your team to communicate business outcomes across the organization, allowing investors to agree and trust on your financial planning decisions .For more information visit @-https://www.mutualfundsoftware.in/

How can this Mutual Fund Software reduce your paper work ?

This Mutual Fund Software for distributors streamline the process of client on boarding, client relationship management, back-office operations and complete reporting. All this reduces excess paperwork and also reduces manual intervention required for working and reporting.For more information visit @- https://www.mutualfundsoftware.in/

How you can attain operational excellence using this Mutual Fund Software ?

Fund research is an exceptional functionality in this Mutual Fund Software using which you can recommend top performing funds to your clients. We provide a software solution which is designed as per your expectations and let you attain operational excellence. For more information visit @-https://www.mutualfundsoftware.in/

How this Mutual Fund Software helps to support your growth strategies ?

Advisors need a wealth management software which is capable enough to support multiple asset classes and funds which you invest in. Using this you can easily capture business growth opportunities. Our mutual fund software assist you with hassle free reporting,fulfills client’s demand and supports new and multiple asset classes. For more information visit @-https://www.mutualfundsoftware.in/

Which tool in this Mutual Fund software optimize the portfolio performance ?

The Live portfolio report of this Mutual Fund Software helps to optimize your existing portfolio performance. Using this report, you can aggregate all your portfolios and track performance from anywhere. It facilitates in calculating different portfolio returns as per the scheme including CAGR Value and Abs Return.For more information visit @-https://www.mutualfundsoftware.in/

What makes our Mutual Fund Software different from others ?

Our Mutual Fund Software provides an automated investment management solutions which reduces manual process . With the help of this software, you can create accurate and timely reports for your clients , provide them easy access for making online transactions and additionally you can also manage your huge data flows in real-time .For more information visit @-https://www.mutualfundsoftware.in/

How is custom tagging is available in this Mutual Fund Software for distributors ?

In this Mutual Fund Software for distributors , we have provided you an option to add tags for your invested Funds. This can be viewed in the reports like Valuation report, Goal Planning report etc. For a particular invested fund , you can add tag to it and can link this with your goal After this you can generate Tag Wise report also. For more information visit @-https://www.mutualfundsoftware.in/