As we have seen the CRM module helps in managing client’s data and information likewise managing own business is also important for monitoring business activities. For the suitability of advisors business various features are added in the utility section that eases the operations of advisors. The management of firm is not an easy task and involves several decisions that determine the success of the firm. Tracking information of every branch and advisors is significant to ensure whether the actions are performed in desired manner or any deviations are occurred. It facilitates the business to get back on the right platform and concentrates the efforts of every employee of the firm towards the objective.
What is utility section?
The utility module in the Mutual funds software allows advisors to make changes in operations of their own business and also the details of all separate branches can be maintained. The number of clients handled by different advisors and the branch which they belong is tracked through the section and certain changes can also made whenever required. All the business related information is easily managed and accessed any time. The mapping of clients can be done to different advisors based on certain events. Also multiple clients can be added in a single attempt to save the time and advisors can be assigned for delivering constant services. To facilitate advisors a feature of merging same client with different name is also done to prevent from chaos.
Features of utility section
· Clients belonging to the same family can be grouped under the profile of head member for convenience.
· Merger of same client with different name is possible.
· Client family information can be edited any time for better services.
· Advisor can allot login id and password to the investors for tracking the status of their portfolio.
· List of bulk clients can be added easily and within no time.
· Wishes for birthdays and anniversary can be displayed on investors app screen.
· Advisor can add and remove details of the employees working for the firm.
· Distributors can manage advisors list working for the business.
· Details of branch can be edited any time.
· SMS facility can be allotted to the branch and advisors.
· Different application form for investment can be uploaded on the portal.
· Various sub brokers working for advisor can be mapped to a branch.
· Client of previous working sub broker can be allotted to new sub broker.
· Target based and scheduled alerts can be set for the investors for investment and withdrawals.
· Advisors can prompt important message on the desk of the clients.
The utility module improves the working of advisors as:
· All details are easily managed at single platform and permits editing.
· Focuses on client satisfaction and making the process convenient.
· Numerous clients are managed simultaneously and effectively.
· Business operations and productivity of the firm improves.
In absence of utility section handling the information becomes difficult and directly impacts the progress of the business and also managing activities of different branches, sub brokers and advisors becomes a challenging situation. Also competing in the industry without having technical weapons ruins the growth of the firm. Based on such many advisors and distributors are moving towards having an own mutual fund software which provides such facilities and ease the task and activities of the business. Likewise the utility modules enables to draw different strategy for vivid branches based on the present performance in order to maximize the overall functions of main business. Since the arrival of mutual fund software in the investment market the pattern of trading and delivering service has been changed and started digital form of transaction that reduces the time and instantly performs transaction of buying and selling scripts within very short span. To stay connected with the customers it is necessary to have technical platform which is available in the software that allows to the advisors and investors to pursue transaction at single platform with less chances of interruptions. For more information, visit @- https://www.redvisiontech.com/
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