Fully automated software with little human intervention and almost those days gone when one had to manually upload the transaction, NAV, folio master and AUM files every morning. This file uploading and data accuracy is going to be handled with this mutual fund software for IFA with online onboarding of client inbuilt.For more information visit @-https://www.mutualfundsoftware.in/
Using this mutual fund software you can eliminate tedious work required for financial planning and goal planning for your clients.
Our Financial Planning tool enables you and your team to communicate business outcomes across the organization, allowing investors to agree and trust on your financial planning decisions .For more information visit @-https://www.mutualfundsoftware.in/
Scheme re-categorization contains four type namely Equity , Debt, Hybrid and Sole oriented .
All these types are covered under the report section of this mutual fund software for distributors .
An investor can enjoy fund diversification and multi asset funding with this feature.
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Wealth Elite is India's top Mutual Fund Software for Distributors and IFA, Integration with BSE & NSE, Multiple Assets, and inbuilt Video KYC & Online ATM.
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