Real Time Goal Tracking!
Map funds with goals & Set tracker in few seconds! Weekly reporting of Goal Achievements!
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Quick Mutual Fund Buy/Sell Online
Get instant integration with India’s Leading exchange platforms with user friendly transaction Panel!
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Best Mutual Fund Reporting Software
Deep Researched Mutual Fund Reports view on PC, Mobile & tabs.
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Robo advisory solution that will impress your customers
Mutual Fund Software offers an intelligent robo-advisory platform for wealth managers that allows you to build sophisticated investment strategies.It provides an advisors unique insights about their clients & helps to build a strong relationship with your clients. Why Robo Advisory App? 1 No human dependency Flawless,seamless Investment process! Handle number of clients with very less […]
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Easily punch MF transactions using Invest Online Platform
Online platforms typically remove the need for physical intervention and form filling.The BSE Invest Online platformimproves yourexperience in initiating and completing Mutual fund transactions online.It provides you and your investors a seamless experience while transacting online your recommended funds. Features of Transact Online 1 You can easilyonboard your clients for online transaction. 2 Once after […]
Read MoreAn advisor has been brought up with the idea of thinking about future business growth.
We may say that this mutual fund software a guide to provide unbiased data management for independent distributors/individual financial advisor. In this software, you will be able to see anything from new to old investment, software going to be more user-friendly and it will be like a helping hand to any financial advisor and it […]
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Online Mutual Fund Buy/Sell Integration
An outstanding adviser is not born from the start, his resources and his decision makes him outstanding For instance, it’s normal for the investor to face the problems while performing the indirect online exchange trading transactions, such as like- high brokerage, the time-consuming process, but the deed that converts a consultant into the outstanding adviser […]
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Mutual Fund Software on Mobile app
Nowadays peoples are crawling towards the smart phone rather than the computers, and as the result, the rate of the investors who are using smart phones for their trading or trading performance is growing rapidly since the passing years. According to the Economic Times, on the NSE, over the past year, the turnover of the […]
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Mutual Fund Software for Distributors & IFA
According to the SEBI data of March 2013, the total ARN registered with AMFI was 52,000, among them 48,ooo were IFAs, only 18% MFDs of total ARN holders were active at that time, and if we believe in the rapid growth of mutual fund advisor in Mutual fund market then the data must be double […]
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