Does the Mutual Fund Software For Distributors in India Create Client Login?

Being a mutual fund distributor, handling your clients’ investments can indeed be intricate. But, with the aid of appropriate software, you can simplify this task and enhance the quality of service you offer to your clients. The mutual fund software for distributors in India should offer robust client login features to help you stay organized and efficient.

One of the key features of the top fund tracking software is the ability to create, update, and delete login credentials for your clients. This feature allows your clients to access their investment information anytime, anywhere, and gives them a sense of control over their money.

Creating Client Login

Creating client login is a straightforward process. You can easily enter your client's information, such as name, email address, and mobile number, and the software will generate a unique login ID and password for them, or you can generate the login ID and password yourself.

Updating Client Login

As your clients' needs change, you may need to update their login credentials. The software makes this process easy by allowing you to modify their login information directly from the software.

Deleting Client Login

In some cases, you may need to delete a client's login credentials, such as when they close their account or switch to another distributor. The best financial software provides you with the option to delete login credentials, ensuring that your records remain accurate and up-to-date.

Bulk Login Creation

If you have many clients, creating individual login credentials can be time-consuming. The top fund management software offers a bulk login creation feature, which allows you to create multiple login credentials at once.

Before creating bulk login credentials, there are a few steps you need to take:

1. Confirm whether you have completed the 'Merge Client' Process.

2. Add family members with the Family head and complete the 'Family Creation' process.

3. Check whether the Investor is already registered with BSE and NSE.

4. Confirm if the Investor already has login credentials or not.

5. Complete the investor profile to ensure the investor receives the emails & messages for login credentials.

By using the top mutual fund software in india, you can streamline your client login management process and provide better service to your clients. With features like creating, updating, and deleting login credentials, as well as bulk login creation, you can stay organized and efficient. Additionally, the ability to generate unique login IDs and passwords ensures that your clients' information remains secure and confidential.