Author: Wealthel

What Does The Goal Tracker Of Mutual Fund Software For Distributors Offer?

The goal track of a mutual fund software for distributors offers three things: Setting goals: MFDs can set specific financial goals for their investors. Now they can map funds and... Read More

How To Keep Your Data Reconciled With a Mutual Fund Software?

The mutual fund software can help MFDs keep their data reconciled with multiple reports like live MF portfolio reports, Live transactions, P&L valuation reports, SIP/STP/SWP reports, wealth reports, etc. Thus,... Read More