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What reporting mails will be received from this mutual fund software for IFA? offer Investment - Financial Planning

What reporting mails will be received from this mutual fund software for IFA?

Investment - Financial Planning -

We provide a complete outline of investment performance through the automatically generated emails that we used to send on a monthly basis through this mutual fund software for IFA . The various...

How to make investment proposals in this mutual fund software for distributors ? offer Investment - Financial Planning

How to make investment proposals in this mutual fund software for distributors ?

Investment - Financial Planning -

Advisors can make investment proposals for prospects through this mutual fund software for distributors and can restructure proposals to illustrate a change in strategy based on the model portfoli...

How this mutual fund software offers a personalized journey for different customers? offer Investment - Financial Planning

How this mutual fund software offers a personalized journey for different customers?

Investment - Financial Planning -

The advanced CRM features of this mutual fund software give customers a more personalized and native experience. With respect to this feature, advisors can view their client’s details, check the ...

How the investor’s current data will work with this mutual fund software for IFA ? offer Investment - Financial Planning

How the investor’s current data will work with this mutual fund software for IFA ?

Investment - Financial Planning -

Data conversion can be done very easily with the help of the solutions offered and covered within our systems. We have considerable experience of converting data from a variety of other systems an...

What are the different types of portfolio reports available in this mutual fund software ? offer Investment - Financial Planning

What are the different types of portfolio reports available in this mutual fund software ?

Investment - Financial Planning -

There are various portfolio reports available in this mutual fund software. These are available to check the analytics and performance of funds invested in the past . Some of the reports are Live ...

What type of transactions can be performed with this mutual fund software ? offer Investment - Financial Planning

What type of transactions can be performed with this mutual fund software ?

Investment - Financial Planning -

The Invest Online platform of this mutual fund software supports a wide range and almost all types of transactions like Purchase of SIP or Lumpsum, STP, SWP, Switch, and Redemption. These types ...

How this mutual fund software for distributors maintains the investment compliance ? offer Investment - Financial Planning

How this mutual fund software for distributors maintains the investment compliance ?

Investment - Financial Planning -

Daily monitoring of investment limits in accordance with the regulations specified by the government is updated on a timely basis in this mutual fund software for distributors . Thus follows and maint...

How the transaction order status can be tracked through this mutual fund software ? offer Investment - Financial Planning

How the transaction order status can be tracked through this mutual fund software ?

Investment - Financial Planning -

The transaction order status can be tracked , entered, placed and executed from this mutual fund software . The BSE portal offers the same functionality as AMC to manage all these details. The Tra...

How this mutual fund software for IFA analyze and plot data and key ratios ? offer Investment - Financial Planning

How this mutual fund software for IFA analyze and plot data and key ratios ?

Investment - Financial Planning -

We support wealth managers and advisors to concentrate on the key points like analyzing and plotting data and key ratios with the help of this mutual fund software for IFA , making appropriate inv...

When can the client place orders within this mutual fund software? offer Investment - Financial Planning

When can the client place orders within this mutual fund software?

Investment - Financial Planning -

The clients can place an order in mutual funds only after registration in BSE which can be easily done through the Client Registration form provided in this mutual fund software . Once after regis...