How best Mutual Fund Software for IFA Provides Research Benefit?

Posted by REDVision Technologies on September 13th, 2022

In former times, running business processes for distributors used to be difficult and was a problematic task as a result of which numerous firms moved out of the industry for lack of control. The distributor needs assistance that can meet all back-end actions with ease and can help in addressing future analysis based on which correct system can be formed. 

With the initiation of Mutual Fund Software for IFA the quest of distributors came to an end. Among all software providers, REDVision Technologies is showing more useful and cost-effective for distributors which are rightly bearing all active material of the business.

Key Features:

  • Associate different funds for suggesting the most appropriate.
  • Diverse specialties in the mutual fund tool section like dividend record and NAV finder.
  • Create a model portfolio for funds' most significant utilization.
  • Deliver a factsheet describing details of schemes. 
  • Trace SIP, STP, and SWP performance for a recommendation.
  • The pre-sales calculator permits arranging intended returns.

In the shortage of own analysis, the distributors find problems in creating a strategy that changes the build and effects on the invested funds of the investors. Thus distributors need to embrace the latest technology that enables progress and helps in enhancing the productivity of the firm.

The integrity of the software is required in the firm of distributors as it contains all shares of a company to produce affirmative developments for the welfare of the owner. The method of trading and asset is way too easier after the arrival of the technical platform which improved the measure of investment. 

Even the deals of distributors attained the possibility to gain advancement within a quick span via the management of many clients at a single time. The method of trading with clients has been changed as infinite tasks are promoted to achieve through the digital platform without any issue.

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REDVision Technologies

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REDVision Technologies
Joined: April 23rd, 2021
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