The advisors can manage the investment of clients made in different segment with the help of Mutual fund software for distributors whether it be in equity, commodity postal, fixed deposits as it helps in monitoring every single rupee invested by clients. For more information, visit @- https://www.redvisiontech.com/
The software performs as mediator between the advisor and investors in order to successfully pursue transactions and effective management of funds. The Mutual fund software in India setups a long lasting relationship amid the parties. For more information, visit @- https://www.redvisiontech.com/
· Unique and Simplified Integration of BSE/NSE
Facilities of BSE/NSE portal is simplified and quick transactions can be made for investment, redemption and transfer of funds.
· Switch from Other ARN
Instant switching of funds from other advisors is possible which increase the AUM of the advisors and retains clients for long term.
· Quick On boarding
New clients can be on boarded easily through digital portal and scanned copy of application can also be received having signature of client.
· Shortlist Popular Schemes
Advisors get facility to select top schemes as to recommend client for investment capable to generate maximum return within specified time.
· SIP Mandate
A separate account facility to ensure continuous investment in SIP without interruption that makes the investment alive till to the maturity.
· Transaction History
Quick and any time access to transaction history facilitate to analyze the investment made within particulate period of interval. For more information, visit @- https://www.redvisiontech.com/
The investment strategy is formed based on the potential of client which is identified after assessing risk. The Mutual fund software for IFA facilitates in determining exact strategy to be followed by investors for attaining desired risk. For more information, visit @- https://www.redvisiontech.com/
The burden of data management and portfolio tracking is transferred by the advisors on Mutual fund software which regulates the operations on behalf of advisor and ensures proper management of client without delay in delivering service. For more information, visit @- https://www.redvisiontech.com/
· Synchronized Real Life Goals
Investment goals are linked with real life goals which always drive your investors towards constant investment that results in achievement of desired returns.
· Availability of Family Photo
Advisors can connect clients emotionally with the investment that always remind investor to prepare for his family through adding family image of client.
· Easy Mapping of Funds
Funds and assets of clients are mapped in the goal to fulfill the objective within estimated time based on current cost and expected inflation rate.
· Constant Goal Tracker
The progress of goal is continuously monitored to ensure the investment is made in right schemes and fruitful returns are extracted on current investment.
· Development of detailed investment Report
Elaborated report depicts all the relevant investment information of client along with risk and financial soundness of client to analyze the long term investment potential to achieve the goal.
· Info graphic Presentation of Report
Information becomes easy to interpret when represented through charts and diagrams and helps to assess the stage of goal accomplished and pending to be achieved. For more information, visit @- https://www.redvisiontech.com/
