Bonnie Spradlin
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How this mutual fund software for IFA helps advisors to get live information ?
Live informations like data updation ,NAV upload is very much necessary for advisors. This mutual fund software for IFA assists…
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How investor can better invest for goal fulfillment having this mutual fund software for IFA ?
There are thousands of mutual fund software for IFA available in this financial market. But all the software do not…
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How to get updates and declarations from AMCs and SEBI with this mutual fund software ?
We focus on providing each and every update to distributors regarding the market conditions.Any declarations, amendments and circulars from SEBI…
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How the robo app of this mutual fund software is helpful in making investment strategies ?
Advisor can execute the client’s investment strategies with the help of fully automated robo advisory application for this mutual fund…
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How the Capital Gain report in this mutual fund software for IFA follows the LTCG rules ?
For taxation purpose , capital gain report is very much essential for advisors and investors. The use of this mutual…
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Do this mutual fund software for distributors is limited for only mutual funds ?
We are not just limited to only mutual funds . This mutual fund software for distributors is used for managing…
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How an advisor can engage investors effectively with this mutual fund software for IFA?
An advisor can enrich investor engagement activities with relevant and targeted alert based communications that is delivered with this mutual…
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How are the future upgrades managed post subscription in this mutual fund software ?
It is most important that a software vendor must provide same support after subscription also. We automatically upgrade the existing…
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How this mutual fund software for IFA provides a collaborative Investment approach ?
As an integrated solution, our mutual fund software for IFA has the unique advantage of providing completely consistent and accurate…
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How is this mutual fund software support operational control and usability for advisors ?
It is essential for advisors to gain control of daily investment operations so that they can manage risk efficiently and…
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