REDVision Technologies recognized this problem and introduced a complete white labeling solution in Wealth Elite, their mutual fund software for distributors. White labeling allows MFDs to customize their mutual fund...
the emergence of mutual fund software offering loans against mutual funds presents a solution that can help MFDs retain their AUM. In this article, we will explore the benefits of...
This article explores how financial planning and risk profiling in mutual fund software can help Mutual Fund Distributors (MFDs) guide their clients toward more informed and strategic investment decisions.
The mutual fund industry in India has been experiencing steady growth over the past few years, with the average assets under management (AUM) of all mutual fund schemes reaching a...
In this endeavor, Wealth Elite helps MFDs by providing unique products which help them get new clients and increase the AUM from new investments. One such unique offering includes global...
In the case of mutual fund software, White labeling allows mutual fund distributors and other financial services providers to offer their clients a comprehensive suite of investment tools without having...
Distributors play a crucial role in facilitating these investments. To enhance their effectiveness and efficiency, the best mutual fund software in India with robust reporting capabilities can be a game-changer.
The best mutual fund software can provide you with insights into your clients' portfolios, such as their risk tolerance, asset allocation, and performance. This information can help you make better...
However, with numerous options available in the market, selecting the best mutual fund software for Distributors can be a daunting task. In this blog, we will explore the different software...
To automate their back-office work, they are turning to advanced tools and software. Mutual fund software is one such tool that is gaining popularity among distributors. In this blog post,...
