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/