Mutual Fund Industry is continuously growing but there are distributors’ many problems that are still unsolved. Mutual Fund Distributors face problems in acquiring new clients, dealing with many clients simultaneously, large time taking research process, work stops at the time of advisor’s absence, managing client portfolio, halted AUM, poor connection with customers, etc. And even if advisors get resources that fill the gap between requirements and extricate, one other main problem is managing different resources for various needs.
Characteristics of financial software
- Develop the mutual fund business by enlarging the client base and AUM.
- Manage the overall wealth of clients.
- Active management of investor’s comprehensive portfolio by Goal Tracking feature.
- Liquid mutual fund schemes under Online ATM to attract new customers.
- Access a variety of reports for research and financial planning.
- Place forthcoming transactions in advance.
- View clients’ web hits and mobile hits to identify the client’s investment behaviour.
The set of powerful and effective features qualifies the software to provide fintech solutions to MFDs, quick organizational process execution magnifies the AUM of a mutual fund company. Surplus services are delivered by distributors via financial software that satisfies the investors which give reason to continue working with the distributor for a long time period. All such exclusive features make mutual fund software competitive in this sector and thus the company is one of the best fin-tech software provider.