Mutual Fund Software

 



Does mutual fund software allow you to segregate clients into different categories?

Yes, you can easily segregate clients in categories according to risk profile, investment amount, cities, etc. using the mutual fund software. It helps you manage your clients easily and provides them with personalized services.

  • Mutual fund software for distributors have CAS :

Yes, mutual fund software for distributors has CAS. Managing mutual funds can get complicated, especially for distributors handling multiple clients. CAS consolidates information from various fund houses where the client has investments.

  • Create a personalized portfolio in mutual fund software in India :     

Yes, you can create a personalized portfolio in mutual fund software in India. Every investor is different. Some look for high returns, while others prefer a safer approach with steady growth. Personalization is important to cater to different investors.

  • You see the asset allocation in mutual fund software for IFA:

Yes, you can see asset allocation in mutual fund software for IFA. Asset allocation is how investments are distributed among different asset categories like equity, debt, hybrid, solution-oriented, and others. You can balance the portfolio with the right allocation.

  •  Mutual fund software have the option to set alerts:

Yes, you have the option to set alerts in the mutual fund software. It is really important to keep track of important dates. Missing a key date can lead to unhappy clients and missed opportunities. But you can use this feature and your clients will thank you for it.

 

  • Type of alerts can you set with mutual fund software for distributors:

You can set birthday and anniversary wishes, send valuation reports, insurance reminders, FD/Bond maturity reminders, send Goal GPS reports, SIP dues reminder, and other alerts. It will improve client satisfaction, take care of compliance, and help with better planning.

 

  • You instantly redeem funds with mutual fund software for IFA:

Yes, you can instantly redeem funds with mutual fund software for IFA. The software offers liquid funds with instant redemption. This feature is a game-changer as it allows quick access to funds, attracts conservative clients, and overall client satisfaction.

 

  • Instant redemption feature work in mutual fund software in India:

As per Securities and Exchange Board of India (SEBI) regulations, the liquid scheme offers instant-redemption facility, investors can instantly redeem up to Rs. 50,000 or 90% of the investment amount from liquid funds, whichever is lower, per day.

 

  • Model portfolios in mutual fund software:

Model portfolios in mutual fund software are personalized portfolios which MFDs can create for their clients. They can allocate funds to various mutual funds according to their risk profile like conservative, moderately aggressive, and aggressive.

 

  • Mutual fund software for distributors manage compliance:

With the help of mutual fund software for distributors, you can manage compliance with E-KYC, risk profiling, SEBI security certificate, and more. The software ensures that all investment recommendations and transactions comply with SEBI regulations

 

  • You track investment performance with mutual fund software in India:

You can track investment performance with mutual fund software in India with

 

  • Mutual fund software for IFA do client profiling:

Client profiling in mutual fund software for IFA is done by taking the basic details, KYC with PAN and bank details, risk profiling based on the investment preference of the investor, goals, and time horizon. Thus, helping IFAs to manage the data on their fingertips.

 

  • MFDs provide personalized service with Mutual Fund Software:

MFDs can provide personalized services with mutual fund software by designing personalized portfolios, sending personalized communication, and adjust the portfolio according to their goals thus providing customized services to investors.

 

  •  You mean by asset allocation in Mutual Fund Software for distributors:

Asset allocation in mutual fund software for distributors is how investments are distributed among different asset categories like equity, debt, hybrid, and others. It’s a strategy that aims to balance risk and reward by diversifying a portfolio.

 

  • Mutual fund software for IFA show asset allocation:

Yes, mutual fund software for IFA show asset allocation with detailed breakdown in terms of equity, debt, hybrid, and other categories. You can also see the valuation of your investment and percentage change in terms of profit and loss on the investment.

  • Communication tools you have in mutual Fund Software in India:

The communication tools in mutual fund software in India include Emails, SMSs, push notifications on mobile phones to give updates or send reminders about the important events, and app banners to promote your business & provide all-in-one solution.

 

  

Location: Indore, Madhya Pradesh, India

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