Thursday 22 September 2016

Investment Process for mutual fund software



                                                                           

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/

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