The dividend report is formed in order to ascertain the past performance of the schemes based on which decision of investment can be formed. The Mutual fund software for IFA accurately represents the report to prevent the wrong decision formation. For more information, visit @- https://www.mutualfundsoftware.in/
We are client centered Fin-Tech Company dedicated to provide complete solutions through our advance Mutual Fund Software for Distributors including multiple features like Video KYC, White Labeling, Portfolio Rebalancing, Wealth Report, Multiple Assets Management and much more.
Thursday, 30 July 2020
Wednesday, 29 July 2020
How Mutual fund software provides a platform to advisors for systematic planning?
The advisors plan for clients portfolio based on risk analysis and investment potential that enables to form an investment blue print for the client. The Mutual fund software generates a road map to be followed by advisor for accomplishing client’s objective. For more information, visit @- https://www.mutualfundsoftware.in/
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