Client interface via mobile app for this featuring software called wealth e office,for investors rich look and advance view for invested assets through this mutual fund software for them.And to their members also, going to view schemes, NAV, place order, view reports.For more information visit @-
What makes this software a stand alone part in any industry its, Ability to transact online in Mutual funds.Intuitive invest online interface integrated here only in this mutual fund software for distributors to setting up insurances and investment assets data, define rules and manage system tasks.For more information visit @-
Asset Allocation the most important attribute of mutual fund investment, which keep remembered by any IFA who going to invest for his client.This mutual fund software for IFA is a host of other information and shows information about RTA account statements, net holdings, transaction status.For more information visit @-
Invest for long term as an advice routinely given by the distributors and investment advisors.For the same you may accomplish this long term funds balanced /equity funds portfolio performance here in this mutual fund software model portfolio design.For more information visit @-
In a fast pace of growing technology, every day we come across new challenges and opportunities.In the last decade, technology has transformed the way we do business and in above matter this mutual fund software for distributors come in a view which provide class service to clients for mutual fund data integrity.For more information visit @-
Usage support- if we will not be aware of any new technology then we will be not be able to survive or revive our customers.With the strong back office support and with skilled RM’S, you will be able to pioneer in software each features and can explain the same functionalities of this mutual fund software to your clients also.For more information visit @-
Get the demo on a click and personalize your business with experts.Through this mutual fund software , you will be able to take your customers in a queue of wealthy persons.With this platform you will be able to suggest them the best, permit them to invest anywhere and with your website customized apps, brand your business.For more information visit @-
Advisor having knowledge of capital markets, derivatives, equities, stock exchange functioning, etc.and the selection of this mutual fund software “wealth e office” playing an important role in it.Consume space of database with one software for representing multiple assets of capitalist.For more information visit @-
There are many utility reports available in mutual fund software for distributors .As mutual fund industry is playing an active role in the capital market today in the same manner our mutual fund software for distributors playing advance role, in any matter may be investment related executions or strategic decisions.For more information visit @-
With this mutual fund software, the reporting interface easily permit analysis of transactions with many different ‘Slice and Dice’ options to show report as per the need of the client.An advisor can generate valuation report as on date with options available like each transaction sensex value and its benchmark.For more information visit @-
Recently 5 Best Performing Technology (IT) Sector Funds 2019 where everybody will try to invest for exposure to dozens of technology stocks in just one fund.All this marketing fund types and their scheme related information updates daily and regularly in our BSE integration of this Mutual fund software .For more information visit @-
User-generated accounts to continuing them online and to show asset positions, for any given time so for that you have this mutual fund software for distributors.With this you can have prestige of processing multi level transactions.For more information visit @-
This mutual fund software system also allows you to create different fund types as a separate entity, one report with multiple fund type short term long term and in that whether equity short term equity long term similarly debt funds.This online integration is ideal for larger organizations because of its multi-user interface.For more information visit @-
Fund research for the distributors who are in the hunt for consistency and reliability would do well to check out this mutual fund software .A software solution designed well has a reputation for rolling out exceptional functionality that’s constantly being updated and perfected.For more information visit @-
There is a wide range of integration that place transactions, exceptions management and data integrity maintenance into the same, unified flow.There is a realized report in this mutual fund software for IFA comprehend all your required desired details in last financial year like STT paid, short term loss amount, long term & short term gain amount.For more information visit @-
By distributing invest online direct NFO purchases or simple purchase in existing folio and as well in fresh folio through this Mutual fund software .You will be having separate net asset value as per the settlements time, for your new investor this will be a helpful option to execute fast processing for transacting.For more information visit @-
Currently tax saving schemes performing, tax saving with lowest lock-in period of 3 years & better returns potential, these funds are the most ideal first investment for everyone, if want to generate ELSS report fund type lock in only then there is maturity report and ELSS fund report that you can pull out through this mutual fund software .For more information visit @-
There is the true shine for syndicating reports and this mutual fund software for distributors has its ability for product development simultaneously across your entire network meaning that changes made to one report in database will instantly benefit any and all fund clients.For more information visit @-
Hand-picked funds across categories are here in this mutual fund software for IFA .There are both offline and online facilities available here, only you have to pick and choose the simple process to forgo paper work hassel.The offline mutual fund updated forms are here same as AMC declares.For more information visit @-
This mutual fund software methodology is simple and easy to understand, there are star ratings that you can label your clients with top investments.Funds are given star ratings on their audience websites similarly here, you can give clients rating as per risk appetizer.For more information visit @-