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13 November
How to make portfolio modeling through this mutual fund software for distributors ?
(Saket Square, Indore) There is a various combination of sectors such as asset categories, allocations, and benchmarks for performance comparison in this mutual fund software for distributors by which advisors can recom...
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How the investor’s current data will work with this mutual fund software for IFA ?
(Saket Square, Indore) Data conversion can be done very easily with the help of the solutions offered and covered within our systems. We have considerable experience of converting data from a variety of other systems an...
What are the different types of portfolio reports available in this mutual fund software ?
(Saket Square, Indore) There are various portfolio reports available in this mutual fund software. These are available to check the analytics and performance of funds invested in the past . Some of the reports are Liv...
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12 November
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What type of transactions can be performed with this mutual fund software ?
(Saket Square, Indore) The Invest Online platform of this mutual fund software supports a wide range and almost all types of transactions like Purchase of SIP or Lumpsum, STP, SWP, Switch, and Redemption. These types ...
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How this mutual fund software for distributors maintains the investment compliance ?
(Saket Square, Indore) Daily monitoring of investment limits in accordance with the regulations specified by the government is updated on a timely basis in this mutual fund software for distributors . Thus follows and mai...
11 November
How the transaction order status can be tracked through this mutual fund software ?
(Saket Square, Indore) The transaction order status can be tracked , entered, placed and executed from this mutual fund software . The BSE portal offers the same functionality as AMC to manage all these details. The Tra...
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How this mutual fund software for IFA analyze and plot data and key ratios ?
(Saket Square, Indore) We support wealth managers and advisors to concentrate on the key points like analyzing and plotting data and key ratios with the help of this mutual fund software for IFA , making appropriate inv...
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When can the client place orders within this mutual fund software?
(Saket Square, Indore) The clients can place an order in mutual funds only after registration in BSE which can be easily done through the Client Registration form provided in this mutual fund software . Once after regis...
Hire Web Developer and SEO Expert from best Digital Marketing Agency in Ahmadabad
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09 November
Hire Web Developer and SEO Expert from best Digital Marketing Agency in Faridabad
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