The portfolio reports are the report cards of the client's investments which show the exact progress of the funds invested by client. The Mutual...
With the help of Video KYC advisors can collect necessary documents quickly through online platform and reduces the burden of collecting physical...
The facility of theme preference is made available in the portal as to make clients engaging with the portal. The Mutual fund software for...
The business runs smoothly with the help of Mutual fund software for distributors which eases all the operations of the advisors along with...
To ease the work of the advisors the platform enables convenient management of multiple clients without any issues. The Mutual fund software for...
The software focuses on funds maximization and also conducts deep research along with calculating future returns. The Mutual fund software for...
It is typical for an individual advisor to deal with multiple clients and also not capable to recruit employees but working through Mutual fund...
The software is built in a manner to provide instant solution to every client when required and also advisors become competent to deal with every...
The reports presented in info graphic and chart format are easy to understood by advisors and clients too which also helps in systematic...