How in Mutual Fund Software for IFA different assets of investors are managed?

Gone were the days when the task was performed manually by an individual, with the recent changes and improvement in the technical field the operations are converted into easy task for mitigating the burden. Prior to the any software advisors was supposed to deal with the clients by having a personal interaction but in the present moment the same dealing are performed on digital platform without involving physical presence. The Mutual Fund Software is capable to deal all the issues arrives in the front of the advisor from managing portfolio to pursuing transactions for generating revenue for the client. As the investors not only invest in mutual funds but also in various other assets maintaining details of such assets are even important for tracking and acquiring profit which is possible through the software.

What all assets are managed under Wealth elite?

The RedVision’s wealth elite is capable to deal and manage data of various other assets along with mutual funds like Postal, FDs, Equity, commodity and real estate in order to maintain the overall wealth portfolio of client at single platform. The overall information of investor’s investment in different segment can be maintained in single software based on which decision related to withdrawal can be made for maximum gains. An advisor can also suggest the investor to divert the funds in case of any risk over the made investment. Any new investment made can be recorded instantly and also be edited and removed later. The information related to stocks held by the investor is easily mentioned at the time of purchase and also at the time of sale the transaction is recorded.

Unique features of assets module in Wealth elite:

· Data of new bonds, equity, commodity postal and real estate can be added and changes can be made any time.

· Exiting record can be removed when not in use.

· Holders list of all the assets can be accessed any time.

· Valuation of current shares is known with the help of software.

· Buying and selling of commodity performed by investor is recorded.

· Necessary updates can be made in all assets.

· Property possessed by the investor is recorded and present valuation can be done.

· EPF and PPF table can be viewed for detailed transaction history.

· Detail of prematurity encashment is analyzed through the feature.

Benefits to advisors:

· At a single click the advisor can provide the information about overall investment of client.

· Diversion of funds can be done to acquire the optimum gain over investment.

· Advisor can assess the risk bearing capacity of client based on total investment.

· The assets can be mapped for fulfilling client’s goal.

· Fair financial planning can be done by advisor after knowing client overall investment.

The assets module is the best feature for entire wealth management of investors and does not require relying on manual preparation of data. Based on this instant decision is made by the advisors and customers for gaining maximum profit out of the market. The lack of feature becomes an issue for both the party in dealing. The investors can also verify the status of portfolio of all assets by login the mobile app for reliability. The feature made the operations of advisors an easy process and doesn’t demand any technicality. All the relevant fields are inserted as per the convenience of the advisors and also necessary changes can be made as per the requirement. Overall the module is beneficial for the investors along with the advisors. For more information, visit @- https://www.redvisiontech.com/