Tag: top mutual fund software in India

Why is CAS Important in Mutual Fund Software?

seomutualfundFinance

Mutual Fund Distributors (MFDs) need to stay aware of all their clients’ investments in one place. Without a complete picture, it’s challenging to manage portfolios effectively and give clients the advice they need. This is why MFDs rely on the Top mutual fund software in India that offers a Consolidated Account Statement (CAS), providing an…

Mutual Fund Software For Distributors

redvisiontechnologiesFinance

Automated reminders in mutual fund software for distributors ensure timely follow-ups on SIP dues, FD maturities, Life/General Insurance premium dues and other financial milestones. This feature helps distributors maintain client engagement and reduces the chances of missed opportunities. For more information, visit https://www.redvisiontechnologies.com/ Mutual Fund Software For Distributors