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How this mutual fund software assists in money flow tracking ?

Detailed tracking of money flows is very essential for both advisors and investors. This is to identify how the money is actually divided into differe...

Finance & Legal, Indore

21/09/2019
What is the frequency of data updates within this mutual fund software for IFA ?

We developed applications and software programs that automate everyday workflow to make advisors life more easier. To make this possible , the data is...

Finance & Legal, Indore

20/09/2019
What to think about when buying a mutual fund software for IFA ?

There are certain aspects which needs to be decided while purchasing a new mutual fund software for IFA. Firstly, advisors need to decide why they are...

Finance & Legal, Indore

19/09/2019
What are the various utility reports added in this mutual fund software for distributors?

There are various utility reports that we have added in this mutual fund software for distributors providing them value added reporting features. A si...

Finance & Legal, Indore

19/09/2019
How the digital solution of this mutual fund software keep up with HNI requirements ?

The high grade quality and award winning technology of this mutual fund software together combine to deliver a custom digital experience to the existi...

Finance & Legal, Indore

18/09/2019
What is a mandatory pre-requisite for punching an order in this mutual fund software ?

The investor has to be KYC compliant to proceed online transaction in this mutual fund software , for investors who are not KYC verified need to do IP...

Finance & Legal, Indore

17/09/2019
Which factors lead to customized mutual fund software development ?

The software designs that we have used while making this mutual fund software include factors like detailed use cases, easy-to-understand wire frames,...

Finance & Legal, Indore

17/09/2019
How this mutual fund software for distributors provides RTA account statements ?

After making investments , a very needful report required to the client is their Statement of Accounts which is oftenly called as SOA. This mutual fun...

Finance & Legal, Indore

16/09/2019
How this mutual fund software for IFA maintains historical transaction records ?

Risk return analysis of client’s portfolios can be done using historical data . Advisors can get the live NAV updates with this mutual fund software f...

Finance & Legal, Indore

16/09/2019
How end users can follow portfolio performance within this mutual fund software ?

The large database of this mutual fund software stores all customer and portfolio information in a structured way, to streamline decision-making and r...

Finance & Legal, Indore

13/09/2019
How this mutual fund software for distributors supports STT calculations ?

The STT value can be obtained in the realized capital gain report available in this wealth management software . This mutual fund software for Distrib...

Finance & Legal, Indore

13/09/2019
What are the fund types that can be managed with this mutual fund software for IFA ?

The various fund types like Close ended fund, FMP and ELSS etc can be easily differentiated and manged by the use of this mutual fund software for IFA...

Finance & Legal, Indore

12/09/2019
How can clients get expedited attention and service in this mutual fund software ?

Investors work with a triad of advisors and wealth managers who helps them to set up their investment account with mutual fund software and give them ...

Finance & Legal, Indore

11/09/2019
How this mutual fund software for distributors has time-saving automations ?

Many advisors we spoke with said that ease of use and time saving features are the top two things they look for in a software . There are some feature...

Finance & Legal, Indore

11/09/2019
What guidance an advisor can get with this mutual fund software at the time of audit ?

Advisors should be able to give their accountant access to the relevant data at the time of Income tax filing. This is sometimes difficult as many of ...

Finance & Legal, Indore

09/09/2019
What are the features of the client registration form contained in this mutual fund software?

Client registration is essential to start an investment in any of the respective platforms like NSE or BSE. We have enabled a quick client registratio...

Finance & Legal, Indore

07/09/2019
What tools this mutual fund software provides to optimize IFA’s requirement ?

The intuitive design structure of this mutual fund software in india is easy to understand and the tools like Research tools, Pre Sales Calculators an...

Finance & Legal, Indore

07/09/2019
What are the usability factors present in this mutual fund software for IFA ?

There are various usability factors which an advisor always look for, so as to gain pace in daily back-office work . Some of the best possible factors...

Finance & Legal, Indore

06/09/2019
How beneficial is this mutual fund software for distributors for calculation purpose?

We build up some useful tools that helps an advisors for income calculation and various goal based calculations needed for retirement planning , marri...

Finance & Legal, Indore

06/09/2019
How can advisors easily migrate existing client’s data in this mutual fund software?

The data migration is the big question that arises when an advisor already have an older system and is looking to replace or upgrade . An advisor will...

Finance & Legal, Indore

06/09/2019
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