Mutual Fund Software

Mutual Fund Software

How the investors can check their investment report 24*7 in this mutual fund software ?

by vally - Aug 22, 2019 - Mutual fund software

The very important necessity of advisors and clients is to view their portfolio investment value and their respective report. Through our mutual fund software , advisors can provide log-in authority to their client using which they can check their wealth and investment portfolios scenarios and snapshots with all the important reports wrapped in it.

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Sub broker module included in this mutual fund software for IFA

by vally - Aug 22, 2019 - Mutual fund software for IFA

Sub broker module is also developed along with this mutual fund software for IFA . Using this sub broker module, an advisor can add their sub brokers who are working under them and can also provide them the authority to view and edit necessary details as per their requirements. For more information visit @- https://www.redvisiontech.com/

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How is it possible for advisors to schedule alerts in this mutual fund software for IFA ?

by vally - Aug 21, 2019 - Mutual fund software for IFA

Scheduling alerts for clients is an important task for an advisor . Through the alert facility available in this mutual fund software for IFA , wealth managers and advisors can easily communicate with their clients .They can send Alerts either through SMS or Email by monthly, weekly, quarterly etc. For more information visit @- https://www.redvisio

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How this mutual fund software for distributors supports BSE Star MF platform ?

The BSE Star MF and NSE NMF II API's are integrated with this mutual fund software for distributors  . Advisors can easily register and onboard their clients for making online transaction with this platform. Maintenance of transaction status is also available in the transaction log section provided in this platform. For more information visit  @- h

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How this mutual fund software for IFA acts as a central repository for investment data ?

by vally - Aug 20, 2019 - Mutual fund software for IFA

This software is a central repository which stores all the transactional ,operational and calculable data.This mutual fund software for IFA acts as a perfect one stop place wherein and advisor can place all the valuable data records and calculations and brokerage reconciliation very easily and hassle free. For more information visit @- https://www.

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What kind of transactions can be done from this mutual fund software for distributors ?

In Wealth E-office, an advisor can place orders on behalf of his clients if his clients are KYC registered and has the authority to transact online. Using Invest online platform in this mutual fund software for distributors , you and your clients can place SIP orders or Lumpsum order quickly. ISIP and XSIP are also supported. For more information v

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What differentiates this mutual fund software for distributors from others ?

by vally - Aug 17, 2019 - Mutual fund software

We offer a complete wealth and asset management platform for comprehensive financial planning and respective goal achievement. This mutual fund software for distributors is the only platform that considers your existing investments and assets while making a financial plan . For more information visit @- https://my-eoffice.com/mutual-fund-software.h

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How this mutual fund software for distributors increases an advisorís sales ?

by vally - Aug 16, 2019 - Mutual fund software

Wealth E-office let an advisor engage more with clients and discover new business opportunities. The Lead generator option of this mutual fund software for distributors generate leads from clients on behalf of IFA, it's all happen automatically. Thus enhance the overall value of your firm and increases sales. For more information visit @- https://m

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How easily an advisor can register mandate with this mutual fund software ?

by vally - Aug 16, 2019 - Mutual fund software

Mandate registration is always a big hassle for advisors.To make it easy use our mutual fund software where registration of mandate is completely online procedure. Account information can be linked with the KYC details and client can then easily invest in mutual funds. For more information visit @- https://www.redvisiontech.com/

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How safe it is to invest online with this mutual fund software for IFA ?

by vally - Aug 14, 2019 - Mutual fund software for IFA

This mutual fund software for IFA is absolutely safe for making financial transactions like SIP purchase , Lumpsum purchase same as like offered by various AMCs. Advisors and investors both can get the Invest online platform for making online transactions . For more information visit @- https://www.redvisiontech.com/

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