Tag: Mutual fund software for distributors
How Mutual Fund Software is integrated with BSE?
The platform is integrated with BSE as to ease the operations of the advisors which helps in instant transaction and registration of the investors.
How Mutual Fund Software in India Assess Investors?
Advisors can assess the investors through identifying the risk potential which helps advisors in recommending investment strategy.
Why Mutual Fund Software Deals with Challenges?
The advisors face several issues in conducting task of the firm which involves placing transaction, providing reports and alerts.
Why Mutual Fund Software for Distributors Gives Online Transaction Facility?
The facility of online transaction helps distributors in performing immediate transactions on behalf of the investors.
How Mutual Fund Software in India is Dealing Efficiently?
The live portfolio report presents the actual and ongoing status of the funds invested by the investors.
Which feature in Mutual Fund Software for Distributors provides Funds Status?
The live portfolio report presents the actual and ongoing status of the funds invested by the investors.
Mutual Fund Software Diversifies Client’s Investment
The advisors can spread the funds of the investors as to optimize the efficiency of the funds and reduce the risk and chances of loss.
Is it possible with Mutual Fund Software for Distributors to Deliver Services to Remote Clients?
Through software the advisors and distributors can provide services to the clients staying in any part of the globe.
How Mutual Fund Software in India Develops reports?
The reports are formed in info graphic manner which makes the understanding of the investment easy and helps to induce client for investment.
Know How Mutual Fund Software Assist in Promoting Business?
REDVision Technologies offers the best Mutual Fund Software which helps advisors in advertising business at their own pace at effective cost.
Why Mutual Fund Software Helps in AUM Management?
Through the financial software the advisors can easily manage the bulk AUM of the multiple investors.
Mutual Fund Software for IFA Needs Goal Planning
The feature of goal planning is essential as to keep the investors funds on track and helps in directing the funds to the desired destination.
How Mutual Fund Software Verifies New Clients Through Video KYC?
In order to reduce the efforts of the advisors and the operational cost the new and advance facility of video KYC has been introduced in the Mutual Fund Software by Wealth Elite that facilitates advisors in verifying new investors within no time.
How Through Mutual Fund Software Advisors can Win Over Competitors?
REDVision Technologies provides the best Mutual Fund Software solutions to the advisors which facilitates in performing operations of the business. Distributors working with help of the platform are much ahead of those who are dependent either on manual o...
How Mutual Fund Software Shows Clients Details?
The client details show the number of active, inactive, new and online investors. The Mutual Fund Software helps advisors in management of the total number of the clients through the online portal.
