Mutual Fund Software

Mutual Fund Software

Where you can manage your monthly transaction data with the help of this MF software ?

You can a get a customized monthly MIS report in this Mutual Fund software for distributors using which you can easily manage your monthly inflow/outflow.You can generate list of SIP purchases, Redemptions, Switch out and STP out.For more information visit @- https://my-eoffice.com/mutual-fund-software.html

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How will this Mutual Fund software help us systematizing our investment with Model Portfolios?

by vally - May 17, 2019 - Mutual fund software

Creating model portfolios allows advisors to focus their research and due diligence process on a narrower range of investments . This Mutual Fund software is accomplished by all-in-one core portfolios built with funds across a range of outcomes - seeking long-term growth to capital preservation . For more information visit @- https://www.redvisio

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Where we can check Realized report in this Mutual Fund software for distributors ?

You will get a Realized report in this Mutual Fund software for distributors that will fulfill your need to get all the desired details in last financial year like STT paid, short term loss amount, long term and short term gain amount. You can generate detail report and summary report either by Family Head or by Applicant.For more information visit

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How your effort converts the thought of investment into the reality with Mutual Fund software ?

by vally - May 15, 2019 - Mutual fund software

With saving of time and logical movements through- ROBO APP-> Client Onborad -> 5 minutes -> transaction punch. This small effort converts the thought of investment into the reality. With this mutual fund software you will be in a position of facing client with paperless investment within some minutes.For more information visit @- https://www.red

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With this mutual fund software mobile application, you can take over lives like a storm

With the availability of technology, the demands of investors have also gone up rapidly. Today clients do not want to go through the hassle to spend time to check their investments on their computer. With this mutual fund software for distributors mobile application, you can take over lives like a storm.For more information visit @-https://www.redv

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A professional expertise in goal GPS report.With photo on PDF of MF report

by vally - May 14, 2019 - Mutual fund software for IFA

With the thought of investment and a few futuristic goals, we have clarity for both your goals and its purposeful investment. With this mutual fund software for IFA offering an investor, a professional expertise in goal GPS report.  With photo on paper, goal presentation, goal name and its calculation you will be having insights.For more informat

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How you can pull out P & L report in fund type wise and folio wise manner for individual?

by vally - May 13, 2019 - Mutual fund software

When it comes to give P&L report clients asking about this mind boggling report don’t  be haphazard that time, with this mutual fund software take report in fund type wise and folio wise manner for individual or whole family.For more information visit @-https://my-eoffice.com/mutual-fund-software.html

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How this Mutual Fund software neglect headache of uploading AUM files?

by vally - May 11, 2019 - Mutual fund software

This financial software work as a pill for every morning headaches, with this neglect the headache of uploading SIP and AUM files, through this mutual fund software you will be efficiently able to automatically calculate dividends for individual client.For more information visit @-https://www.redvisiontech.com/

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Does wealth e office a mutual fund software take cares about STT?

Through this mutual fund software for distributors you will be able to get the STT details which is levied only on sale of MF units in equity and balanced funds, applicable on both open ended and close ended schemes. The amount of STT paid on redemption you can get ithere in realized capital gain report summary page.For more information visit @- ht

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Why to use this Mutual Fund software for powerful resource keeping record of people?

To simplify the advisory job role managing data of prospective customers, dog watch on portfolio performance, it is a smart choice of keeping this mutual fund software for distributors . With this you will be having a powerful resource keeping record of people reach out to you.For more information visit @-https://www.redvisiontech.com/

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