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/