Mutual Fund Software

Mutual Fund Software

Mutual Fund Software for distributors Tagged Posts

Where you can manage your monthly transaction data with the help of this MF software ?

You can a get a customized monthly MIS report in this Mutual Fund software for distributors using which you can easily manage your monthly inflow/outflow.You can generate list of SIP purchases, Redemptions, Switch out and STP out.For more information visit @- https://my-eoffice.com/mutual-fund-software.html

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Where we can check Realized report in this Mutual Fund software for distributors ?

You will get a Realized report in this Mutual Fund software for distributors that will fulfill your need to get all the desired details in last financial year like STT paid, short term loss amount, long term and short term gain amount. You can generate detail report and summary report either by Family Head or by Applicant.For more information visit

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With this mutual fund software mobile application, you can take over lives like a storm

With the availability of technology, the demands of investors have also gone up rapidly. Today clients do not want to go through the hassle to spend time to check their investments on their computer. With this mutual fund software for distributors mobile application, you can take over lives like a storm.For more information visit @-https://www.redv

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Does wealth e office a mutual fund software take cares about STT?

Through this mutual fund software for distributors you will be able to get the STT details which is levied only on sale of MF units in equity and balanced funds, applicable on both open ended and close ended schemes. The amount of STT paid on redemption you can get ithere in realized capital gain report summary page.For more information visit @- ht

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Why to use this Mutual Fund software for powerful resource keeping record of people?

To simplify the advisory job role managing data of prospective customers, dog watch on portfolio performance, it is a smart choice of keeping this mutual fund software for distributors . With this you will be having a powerful resource keeping record of people reach out to you.For more information visit @-https://www.redvisiontech.com/

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How with Mutual Fund software investor mindset for not losing mutual funds?

We define and implement the safety standard for investment so that not going to be in a position of losing in Indian mutual fund markets. One such step to protect the data and continuous watch over portfolio this mutual fund software for distributors  going to be a risk manager and daily routine it.For more information visit @-https://my-eoffice.co

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First Mutual Fund software trafficker who has used the unlimited geographical investor list

We are the first software trafficker who has used the unlimited geographical investor list and syndicated it, with goal summary here in this mutual fund software for distributors. By which he can add family photo for remembrance of goal, keep recalling it time by time with interconnection to present portfolio situation.For more information visit @-

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How this mutual fund software drives innovations and give advisor a way to increase AUM?

Especially significant features like Tax package report, XIRR reports, Goals tracking analysis, Invest online with tools and tickers. This mutual fund software for distributors drives innovation and gives advisor’s a new way to increase AUM and start new investments with fresh clients.For more information visit @-https://www.redvisiontech.com/

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How this Mutual Fund software helps Build relationships as to work long term?

Build relationships as to work long term and to work with integrity is tough, at a time when you don’t have any options to balance your daily advsiory work as well to handle client. With this mutual fund software for distributors set weekly alerts for client type active. So that your burden for informing him daily about portfolio will be resolved.F

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Mutual Fund software setting up insurance and investment assets data

What makes this software a stand alone part in any industry its, Ability to transact online in Mutual funds. Intuitive invest online interface integrated here only in this mutual fund software for distributors to setting up insurances and investment assets data, define rules and manage system tasks.For more information visit @-https://www.redvision

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