In previous times, handling business operations of an advisory firm used to be typical and was a challenging job as a result of which many firms went out of industry for lack of management. The distributor’s needs for an assistance which can perform all back end operations wit...

Continuing functions of business in such uncertain times is typical for every firm and also affects the survival due to shutdown of operations but still preparation can be done to overcome the difficult time with right resources. The distributors can operate their business vir...

Due to dynamic scenarios and changing industry trend, now every firm is focusing on creating an online identity in order to reach more clients within very less time. Likewise distributors in mutual fund industry are concentrating upon bringing their business on digital platfor...

Promoting business is essential for every distributor in order to stay competitive in the industry and also to acquire more number of clients. Also the promotion of business involves high cost which has the potential to affect the performance of the business. The facility of w...

Looking back to some years managing business operations of a mutual fund advisory business used to be typical and was a challenging job as a result of which many firms went out of industry due to lack of management. The mutual fund distributors need an assistance which can per...

The presentation of reports to the clients is a complex task and requires maximum efforts of the distributors as it involves calculation of future results on the funds invested by clients. While the distributors performs manual calculations of the results the chances of get ac...

Forming reports for the portfolio of clients is a complex task for the advisors as it involves valuation and identification of fair progress of funds. Advisors without a proper assistance find it difficult to ascertain the status of client’s funds. With the help of Mutual Fund...

Continuing functions of business in such uncertain times is typical for every firm and also affects the survival due to shutdown of operations but still preparation can be done to overcome the difficult time with right resources. The Mutual Fund Distributors can operate their...

The emerging technology is helping the distributors in efficiently managing the investment of the investors that allows in handling the portfolio of the investors without any issue. The portfolio of every investors have different risk appetite thus requires unique management a...

Every business deliver excellent performance based on the technology adapted which makes the operations smoother. No business can survive in long run without the help of technology as it is crucial factor that determines the success of the firm. Also the distributors operating...

It’s a fact that the thing which makes your work easier grabs the attention of majority and has high demand in the market. Likewise in the Mutual Fund business the financial software makes the work of the distributors easier which is the reason for its popularity among the dis...

Many times advisors think that they are providing satisfactory services to their clients but the scenarios are opposite of it as the advisors are offering something which clients are not looking for. Through a consolidated financial plan advisors can give specific clarificatio...

Many times advisors think that they are providing satisfactory services to their clients but the scenarios are opposite of it as the advisors are offering something which clients are not looking for. Through a consolidated financial plan advisors can give specific clarificatio...

The days were gone where initiating investment seems to be a long step process and involve physical presence of the parties as the investor had to visit authorized center for the verification. Due to the dynamic trend in the business technologies no method persists for a longe...

Since a decade investment sector has attained boom and attracted attention of many investors because of its potential to generate lucrative returns within limited time. As a result many fresher’s even with no prior knowledge of investment has shown interest in investing funds...

With the increasing competition in every segment the need of technology is foremost for every business, the more the advance technology is, higher are the chances of getting success. The advisors dealing in the market of investments are needed to work with latest tool that red...

The advisors in previous times use to operate business without any technological assistance that lacks the capacity to do more with fewer efforts. Since the birth of software and technologies the scenario has been completely changed for advisors as many of them are able to con...

The distributors have a vast range of network with clients and managing bulk of clients is not an easy task. In such scenarios one definitely needs a technical assistance having the potential to handle all networks simultaneously without ignoring the interest of any single par...

In every business resources and tools are major elements that decide the future of any business and even it’s difficult to pursue business operations without having an effective tool or technology. Likewise, the advisors business is also depend upon technology which let them c...

Basically, Goal GPS act as roadmap for advisors and clients as well to predefine the long term investment objectives along with preparing a standard plan to comply the set goals. Being an advisor you cannot only set goals for the clients but also help them in mapping and alloc...

The days were gone where initiating investment seems to be a long step process and involve physical presence of the parties as the investor had to visit authorized center for the verification. Due to the dynamic trend in the business technologies no method persists for a longe...

The circulation of funds is the most effective way to utilize the productivity of funds at optimum manner. In case any individual keeps the surplus funds idle then he tends to lose the chance to earn extra bucks on the same funds. But, not only engaging money assures productiv...

Every investors eagerly wants to know the status of his/her invested funds as whether the portfolio is generating expected gain or not and it’s a obvious thing because the funds are put on risk with a aim to acquire high returns. Gathering gain/loss summary of each investor ma...

As the economy is getting pace in every aspect each individual needs to adapt the changing pattern and should accept the modern method of operations to survive in the competitive market. Likewise in the field of investment market many new advisors are entering into the field a...

Usually, the investors having surplus money invest their amount in mutual fund with a view to generate higher returns but due to lack of knowledge or poor management of portfolio the invested amount proves to be wasted. But this does not mean that a fresh investor unaware to i...

The main aim of the tool is to ease the operations of the advisors and to deliver best services without interruptions. The Mutual fund software focuses on bringing satisfaction to the clients of the advisors and gives standard services.

The formation of report helps in ascertaining the fair and true status of the investor’s funds and makes the monitoring convenient. The advisors with the Mutual fund software perfectly form strategies for the investment of the clients.

The software assists advisors in generating lead for the advisors business and gives a platform to maintain cordial relations with investors. The Mutual fund software ensures systematic and consistent growth of the advisors.

Through the feature of accurate research and analysis of the schemes the advisors gets the potential to deliver accurate returns to clients. The Mutual fund software for distributors manages efficient network with the clients and satisfies every need of advisors.

What is actually a Goal GPS? Basically, Goal GPS act as roadmap for advisors and clients as well to predefine the long term investment objectives along with preparing a standard plan to comply the set goals. Being an advisor you cannot only set goals for the clients but also h...