In order to reach a place or a destination one must have a suitable plan to move towards the desired way. In absence of plan attaining final point becomes difficult and cannot be possible in stipulated time. Likewise the advisors need to link the funds of investors with their specific goals that urge the investor to keep investing in order to keep his or her goal alive. But the advisors have multiple clients and managing goals of each client at a time cannot be assumed, to solve such issue advisors can get help of Mutual Fund Software developed by REDVision Technologies which suitably manages goals of each client through a feature known as Goal GPS.
Features
- Additional investment can be made to recover shortfalls.
- Add real images of clients or family members to the goals.
- Tracking of goals status is convenient.
- Predefined goals are available or form a customized one.
- Map multiple assets along with mutual fund investments.
Problems
- Issues in generating regular returns over invested funds.
- Funds remains underutilized without goals.
- Without goals investors redeem funds within short span.
- No direction of funds progress.
- High chances of facing loss on invested amount.
Therefore, an advisor dealing in the market of investments is recommended to have mutual fund software for providing uninterrupted services and availing the benefits of such feature which ease the steps to deliver returns on client’s investment. The tool is must for advisors and distributors for a seamless transactions experience.
For more information, visit @-https://www.redvisiontech.com/
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