Why Mutual Fund Software for Distributors Assess Portfolio Constantly?
Every investors eagerly wants to know the status of invested funds as whether the portfolio is generating expected gain or not and it’s a obvious thing because the funds are put on risk with a aim to acquire high results. Gathering gain/loss summary of each investor manually by advisors cannot be assumed because the process involves lots of calculations and complexities. Thus to make the same process simpler a Mutual fund software for Distributors is developed by REDVision Technologies that is fully capable to present the profit and loss report instantly.
Features:
- Option to generate future scenarios of investment.
- Overall details of purchase, redemption and switch in.
- Accurate investment values on current date.
- Estimate investment result for any duration.
- Presentation of investments with graphs and summary.
Therefore, the advisors need to have the relevant feature in order to maintain full transparency with investors pertaining to their portfolio. It even assists advisors in developing further strategy of investment suitable to the profile of the investors after analyzing the risk and financial soundness of the client.
The advisors through sharing the relevant report can deliver the fair statement of investment through which gaining investors trust becomes easy. Along with it can help advisors to make changes in the current strategy, in case the results are not favorable or below expectations.
For more information, visit @-https://www.redvisiontech.com/
