How mobile application of mutual fund software transformed the patter of investment?

Gone were the days when only advisors can perform transactions on behalf of the investors and limited client were dealt with. Since the arrival of new technology even the investor got the power to invest funds based on self knowledge or under the guidance of advisor. The mobile application of mutual fund software brought the investment feature at fingertips of investors and removed the dependency from advisors. 

What is Wealth E-office Mobile Application?

The wealth e-office mobile application is developed for the clients of advisors so that they can monitor the status of their investment. It also reduces the operations of advisors as they need not require sharing the investment report at regular interval and the expert investors can perform transaction based on self knowledge posses by them. 

Key Features:

· Instant buying, selling and transfer feature available.

· Consolidated feature of desktop version with unique interface.

· Tracking goals becomes easy your clients and can invest any time in case of shortfall.

· Entire family investment report can be accessed by investor.

· Various financial calculators for self calculations of future returns.

· Transaction history can be analyzed for reliability.

Issues arise due to lack of mobile application:

· At regular interval advisor need to share investment report.

· Client may not find investment secure due to lack of facility to track funds.

· Investor has to depend upon advisor for every transaction.

· Advisor will not be able to deliver service to multiple clients in a day.

How Mobile application impacts the business of advisors:

· Advisors are able to deal with more clients.

· Expert clients can perform self transactions.

· The productivity of advisors business increases along with revenue.

· The data management of client becomes easy. 

Thus mobile application is mandate for every advisor to allow independent access to client pertaining to his own portfolio which saves the time of both the advisors and investors. Also the software stands as platform of reliability for clients where he can perform self assessment of portfolio whenever needed without any restriction. Even the software reduces the geographical restriction among the parties and let them connect with each other for the purpose of dealing.   For more information, visit @- https://www.redvisiontech.com/