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Yes an MFD can share top performing funds with mutual fund software for distributors with its investors by downloading the list in an Excel file and sharing this file with their investors which create...
A SIP and Lumpsum balancer in mutual fund software for distributors provides a way to distribute investors money between SIP and Lumpsum so that they have options to invest according to their needs. T...
Best Mutual Fund Software India offers a range of reports including portfolio summaries transaction history capital gains tax reports etc. providing MFDs with valuable insights and facilitating accura...
Aequitas India is an investment consultancy in Mumbai, India, offering a wide range of investment solutions for individuals and businesses. With their expertise in wealth planning, investment manageme...
Investments have been automated and digitized with mutual fund software. It has eliminated paperwork and provided real time access to investment information. It has empowered distributors with analyti...
A Mutual Fund Software in India provides communication channels like emails mobile app integration enabling MFDs to communicate important updates performance reports market insights and personalized r...
Yes investors can track their portfolio using the mobile app of a Mutual Fund Software in India. The app provides real time updates on portfolio value fund holdings transaction history and gains losse...