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Investors portfolios - PowerPoint PPT Presentation

Mutual fund software for distributor is use to analyze their investors portfolios

Mutual fund software for distributor is use to analyze their investors portfolios from many different angles in order to improve their overall risk-adjusted returns.

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Will an advisor get regular alerts of investments from this mutual fund software for IFA ?

An advisor can get regular alerts and notifications on the dashboard itself with this mutual fund software for IFA. With these capabilities an advisor can easily manage his finances and his investors portfolios and assist for better reporting.

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Investors portfolios - PowerPoint PPT Presentation

Mutual fund software for distributor is use to analyze their investors portfolios

Will an advisor get regular alerts of investments from this mutual fund software for IFA ?