The investors wants to ascertain the fair position their invested funds as whether the portfolio is producing expected results or not and it’s obvious to know the status because the funds are put on risk with an aim to attain higher returns.
Collecting gain/loss summary of individual investor manually is typical for distributors and cannot be assumed as the process involves lots complex calculations and difficulties. In order to make the same process easier Mutual fund software is developed by REDVision Global popularly known with the name of Wealth Elite which is fully capable to show the profit and loss report instantly.
The distributors with the help of reports can provide fair statement of client’s funds through which capturing trust of investors becomes easy. Also it helps the distributors to adapt variation in the present strategy, in case the results are not as per expectations or below expectations.
Therefore, the distributors need to have the specific facility as to maintain full transparency with the clients pertaining to their funds. It also helps distributors in structuring further strategy of investment for the investors after risk analysis and financial viability of the client.
The convenience of the report is made available to facilitate the tracking and showing portfolio status also the Mutual fund software ensures fuller utilization of the funds invested by the investors. The distributor can upload scanned documents of the clients which are protected through password and allow access to the entitled person also the Mutual fund software for IFA helps distributors to transact easily with the approval of the clients. The MFDs who possess the tool are giving cut throat competition in the business and getting highest numbers of clients through the Mutual fund software in India which is helping distributors at the maximum level to complete objectives.
For more information, visit https://wealthelite.in/
Redvision provides best Mutual fund software & Mutual fund software for ifa, it is most demanded Mutual Fund
Software for distributors in India.