How Mutual Fund Software for IFA Manages Relations with Investors?

 

The clients are the assets for any form of business as they are the reasons behind success or failure of any business. The advisors need to maintain smooth relations with their clients in order to pursue the activities of the business. Even the revenue of the firm depends upon the clients satisfied with the services of the firm. The REDVision Technologies developed the Mutual Fund Software for IFA to assists the business in retaining their clients for long term which ensures the survival of the business.

 Features

• Manage numerous clients through single click.
• Event manager reminds you all significant events of clients.
• Grouping of clients based on family is effective feature.
• Bulk investors can be added at same time.
• Secure documents of investors for quick transactions.
• Easy access to details of entire clients list.

Issues in absence

• Timely services are not delivered due to which advisors suffers loss
• Weak relations with the clients are formed due to improper support.
• Manually data is recorded which proves costly and time consuming.
• Fails to inform about premium renewal and maturity of policy.
• Handling numerous clients becomes hectic process for advisors.

The main objective is to generate revenue for the business by driving sales and assist in the operations of business. The relevant feature in the mutual fund software is a perk for all the advisors and distributors to draw productive and profitable results.

For more information, visit @-https://www.redvisiontech.com/