The risk assessment is essential to assess financial soundness of the investors before investing the funds of the clients. The Mutual fund software for distributors helps in reducing the activities of the investors. For more information, visit @-https://www.redvisiontech.com/
The dashboard represents the AUM details as to give the information about the entire assets managed by the advisor.
The Mutual Fund Software helps advisors to deal with portfolios of multiple investors.
Every investors eagerly wants to know the status of invested funds as whether the portfolio is generating expected gain or not and it’s a obvious thing because the funds are put on risk with a aim to acquire high results.
Gathering gain/loss summary of each investor manually by advisors cannot be assumed because the process involves lots of calculations and complexities.
Thus to make the same process simpler a Mutual fund software for Distributors is developed by REDVision Technologies that is fully capable to present the profit and loss report instantly.Features:Option to generate future scenarios of investment.Overall details of purchase, redemption and switch in.Accurate investment values on current date.Estimate investment result for any duration.Presentation of investments with graphs and summary.Therefore, the advisors need to have the relevant feature in order to maintain full transparency with investors pertaining to their portfolio.
It even assists advisors in developing further strategy of investment suitable to the profile of the investors after analyzing the risk and financial soundness of the client.The advisors through sharing the relevant report can deliver the fair statement of investment through which gaining investors trust becomes easy.
Along with it can help advisors to make changes in the current strategy, in case the results are not favorable or below expectations.For more information, visit @-https://www.redvisiontech.com/
The advisor can use the funds of the investors at the optimum level through the help of best Mutual fund software that accurately invest funds in the schemes and yields high rate of returns to maximize portfolio.
The info graphic information is shown as the investors can understand and interpret the results of the reports.
The best Mutual Fund Software in India eases the functions of the advisors and boosts the efficiency of the firm.
For more information, visit@ https://www.mutualfundsoftware.in/
The distributors are competent to deliver all the help with efficiency and also control each function with accuracy as the Mutual fund software in India turns the difficult task into easy steps which improve the whole business outcomes.
For more information, visit https://www.redvisionglobal.com/
The entire work is done online if you are using a mutual fund software for IFA because It is a place for all portfolio management tasks needed to be done by the investors and advisors in-order to examine and manage the money spent and earned.
For more information visit @- https://my-eoffice.com/mutual-fund-software.html