Mutual Fund Software for Distributors

How Mutual Fund Software for Distributors Develops the Functions of Business?

With the addition in the number of clients each year the distributors discovering it tough to deal with each client personally and also to fulfill constant services. Even making statements for the status of the portfolio isn’t a simple job that covers lots of complexities. In such a state a requirement for a tool takes origin that should be able to control all such works on the behalf of the distributors. The Mutual Fund Software for Distributors is devised to match every necessity of the financial distributors serving in the investment businesses. |


Why it is needed?

  • Incorporates excellent amenities like Video KYC, Online ATM, Portfolio Rebalancing, and much more.

  • A fastened platform for data storage of investors and immediate access.

  • Efficient exhibition of portfolio reports.

  • Continuous monitoring of the funds.

  • Ability to examine schemes and funds.

Key Features

  • Business
    Getting regular business for the distributors doesn’t look like a more complicated matter rather became an exciting chance for distributors.

  • Remote Working
    Serve your investors anytime despite the place block and experience clarity during the method of the transaction.

  • Convenient
    Operating the business tool is simpler than ever since holds the constant experience and engaging interface of the     mutual fund software.

  • Multiple Portfolios
    Managing portfolios with enormous investments is no more dangerous to manage when you have the best tool to deal with business inconstancies and change.

  • Several Features
    Get exciting features within one platform to deal with an unlimited number of investors and be a part of a growing industry.

  • Business performance
    Observe your business development after choosing the multi-featured investment management platform.

Benefits to the distributors

  • Suggestions for investments as per investor's risk.

  • Well-organized goal outlining for the investor's investment purpose.

  • Minimum occurrences of errors and lacks via the tool.

  • Immediate supervision of funds makes transactions convenient.

  • Many investors are handled together.


Additional Features

  • The simple client-focused verifying process through Video KYC.

  • Get complete financial outlining within a sole click.

  • Expand your firm with White Labeling.

  • Multiple investment forecasts into clear values.

  • Embedded funds rebalancing for maximum utilization of investment.

  • Produce great results to clients on their additional funds via Online ATM.


The platform is providing distributors to procure prospects from any area without encountering any limitations which are improving the company experience along with an extension in the resources of the firm. The prosperity of the nation also gets a force in terms of extension and advancement which confirms the place at the global level.


The distributors dealing via software rest ensured of their business process because they have previously obtained an intelligent technology that is performing all operational staff in the concern of their business and also providing healthy competition in the business via draw of new clients without missing the current one.

The distributor through giving the appropriate report can pass the fair record of funds through which getting client support gets easy. Along with it can help distributors to make adjustments in the current plan, in case the outcomes are not agreeable or beneath expectations.

Results in Business:

  • Consecutive assistance is provided to clients

  • More numerous clients can be procured in less time.

  • Minimum efforts are wanted to control business operations.

  • Develops efficiency and fertility of the firm.


Therefore, the distributors require having all the traits to keep full clearness with investors about their portfolios. It even helps advisors in acquiring further policies of investment proper to the profile of the investors after examining the uncertainty and monetary soundness of the client.

The distributors are growing more focused on key sections of the market which are important for the benefit of the firm like drawing new clients on a routine basis and the obvious way to retain them. Also, it assures active administration of the business along with durability. But taking the right wealth management tool is a must for distributors that are comfortable working and promotes the administration of the firm.

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