Mutual Fund Software

Mutual Fund Software

Mutual fund software for distributors Tagged Posts

What type of Financial tools are available in this Mutual Fund software for distributors ?

Wealth E office is equipped with interactive Financial tools like retirement planning, car planning, house planning , goal planning etc. which will help you for proper management of your finances. This tools makes easy to create and track goals.Using these calculators provided in this Mutual Fund software for distributors, you can work out where yo

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How is this Mutual Fund software for distributors is helpful to streamline reporting ?

The main focus of wealth management firms today is to fulfill the investors need or provide simplicity, able to meet their financial goals and consolidated management of assets. This Mutual Fund software for distributors is the only provider that owns and integrates robust technology to help you improve service to your clients and streamline thei

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How this Mutual Fund software for distributors helps advisors for complete analysis ?

This Mutual Fund software for distributors make complete analysis considering preferences and exercise values. You can export the analysis table to excel. You can also see a graphic display of mutual fund valuation, provide current NAV and also provide Absolute return and XIRR.For more information visit @-https://www.redvisiontech.com/

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Why to depend on the financial planning tool of this mutual fund software for distributors ?

We go beyond goals-based planning and incorporate rigorous logic and cash flow reporting to confidently assess your client’s feasibility of achieving their objectives.This can be obtained using the Financial Planning tool of this Mutual Fund software for distributors .For more information visit @- https://www.redvisiontech.com/

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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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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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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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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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How with Mutual Fund software investor mindset for not losing mutual funds?

We define and implement the safety standard for investment so that not going to be in a position of losing in Indian mutual fund markets. One such step to protect the data and continuous watch over portfolio this mutual fund software for distributors  going to be a risk manager and daily routine it.For more information visit @-https://my-eoffice.co

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