Many time Indian financial advisor and distributor ask
question that is the mutual fund software is important for my business, the
simple answer it’s not a choice but it’s a very basic need, financial advisor
required mutual fund software to give updated reports, to keep track with
investor financial goals, to integrate online transaction platform like BSE
Star or NSE MF with this Mutual fund software to make the transaction process
very simple, easy and error free. even if you do not required all these
facility then also you must required the mutual fund software like Wealth
eoffice by redvisiontech.com when your investor will ask you for their capital
gain report for income tax purpose and it’s something which every CA ask you at
the time of IT return filing and if the financial advisor say that i cannot
provide such report then he/she may lose that client. Competition in financial
advisory industry is growing at technical level, there are many advisory
companies who are transforming themselves as robo advisory company and few are
semi roboadvisory, few are offering mutual fund online transactions in mobile
apps which is making the life of investor very easy. the next question from
financial distributors are which mutual software is best in India, i would
answer you that before buying any financial or wealth management software just
take a free demo of wealth eoffice offered by redvision technologies it’s a
software build according to international standard at the same time its fulfill
every need a typical Indian Financial advisor.For more information visit @-http://www.redvisiontech.com/
At REDVision Technologies, We combine our Technical & Financial Domain Expertise to create world-class one-stop solutions for Financial Advisors like Mutual Funds software, Mutual Funds software for IFA, Mutual Funds software for Distributor, Wealth Management software, Financial Planning Generator, Financial Websites, Financial Tickers in India.
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