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/