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/
This Mutual Fund software for distributors provides you with a star rating platform so that you can make your client’s investment in top rated funds.You can rate the funds according to your need and your client’s risk appetite.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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The advisors receive a facility to compare up to five funds to choose the best one for investing funds of the clients.
The Mutual fund software for IFA facilitates advisors to deliver expected returns to clients with the help of tool.