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Madhya Pradesh
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How this mutual fund software for distributors manages user hierarchy?Financial Services - Indore (Madhya Pradesh) - November 19, 2019 FreeOne of the key features of this mutual fund software for distributors is that it fully accommodates the organizational structure by creating a user hierarchy that empowers advisors to create and provide a bird’s eye view of numerous hierarchy b...
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How easily the online transactions can be processed within this mutual fund software ?Financial Services - Indore (Madhya Pradesh) - November 19, 2019 FreeThe instant BSE registration can be done through this mutual fund software after which investors can easily start SIP and Lumpsum investments. Any KYC Compliance client can register their account , mandate , and FATCA on the BSE Star MF platform to p...
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How this mutual fund software for IFA auto calculate various complex entities ?Financial Services - Indore (Madhya Pradesh) - November 18, 2019 FreeWe facilitate to manage auto calculate various complex entities and other activities in this mutual fund software for IFA such as tracking of Capital Gains, Profit/loss, Historical holdings of all assets and automated corporate action adjustments. Th...
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Which portfolio management services are offered within this mutual fund software ?Financial Services - Indore (Madhya Pradesh) - November 18, 2019 FreeWe offer two types of portfolio management services, one is advanced reporting of Multi-Asset and the other is the Financial planning module in this mutual fund software that builds client’s portfolios with appropriate research and analysis usi...
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How this mutual fund software for distributors ensures superior data security ?Financial Services - Indore (Madhya Pradesh) - November 18, 2019 FreeThe use of this mutual fund software for distributors ensure advisors and clients that their financial information is protected from misuse. It has stringent security and maintenance protocols through which the data privacy is assured and the details...
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How this mutual fund software for distributors facilitates to change order date ?Financial Services - Indore (Madhya Pradesh) - November 18, 2019 FreeThe BSE Star MF platform of this mutual fund software for distributors has a facility to update the previously punched future orders. Advisors can change the order date from the transaction log and can also track the status of the orders like whether...
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How this mutual fund software for IFA removes back-office complexity ?Financial Services - Indore (Madhya Pradesh) - November 16, 2019 FreeAdvisors need to gaze between multiple tabs and reports to find the exact report that suits to their investor’s requirement. Unlike any other tool, our mutual fund software for IFA is built to handle all that complexity and helps the advisor to...
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How this mutual fund software for IFA delivers complete transparency and visibility ?Financial Services - Indore (Madhya Pradesh) - November 16, 2019 FreePortfolio managers and advisors need clear insight to get into multiple programs and reports at once. This level of visibility is essential for effective long-term planning and. To fulfill this need, we developed a mutual fund software for IFA that p...