A Mutual Fund Distributor should choose back-office software that supports digital onboarding, multi-asset tracking, compliance readiness, clear reporting, and future scalability. The best mutual fund software helps MFDs reduce manual work, improve investor experience, stay compliant, and grow their business sustainably. What Is Back-Office Software for Mutual Fund Distributors? Back-office software for MFDs is a digital platform that helps manage: Client onboarding and KYC Transactions across AMCs and exchanges Portfolio tracking and reporting Business analytics and brokerage Compliance-related records Instead of managing multiple tools, a single system brings everything together in one place. The Best Guide for Choosing Mutual Fund Software Based on industry adoption trends and real-world usage in India, the best way to evaluate software is by focusing on five core areas: Smooth Mutual Fund Transactions Asset Coverage Client Experience Research Tools Business Visibi...
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The secret of a business success is hidden in its marketing strategy which makes its stand apart from the entire different firm within an industry. The advisor having great services and strategy for investment cannot attract attention of large number of clients unless adopted an effective promotional technique.
The platform used for promotion is also crucial which decides the cost of advertising and also sometimes proves expensive due to which moves beyond the budget of advisors.
Having a digital platform along with your brand name is the latest form of self branding which assist to reach maximum clients with fewer efforts and brings fresh traffic to your domain across the globe.
White Labeling: A Cost Effective Solution
Due to lack of a platform for branding many advisors face issues in continuing the business even after providing best services and having high skills to manage portfolios. White labeling brings the expertise in the business with own name.
White Labeling is a technique which assists advisors in representing their brand name and logo on the software rather than developing company which seems that advisors firm’s itself developed the software for conducting business operations.
What’s New
- URL based white labeling represents advisors firm domain on the software.
- Theme based labeling provides similar look to software like advisors website.
- No external links are displayed on the software.
- Improves brand image of the firm.
What delivers to advisors business?
- Creates goodwill for the advisors business.
- Develops loyalty among the clients of advisors.
- Reduces marketing cost and adoption of multiple strategies for promotion.
- Saves time and efforts of advisors.
- Serves excellence and strengths brand name.
Thus with the same idea to help advisors in creating a brand name REDVision Technologies has introduced a feature of White Labeling in its Mutual Fund Software that assist in marketing of the business in cost effective manner.
Thus adopting a technology that reduces the efforts of advisors in creating own hype is a must to survive in the market of competition. Also the feature helps in utilizing the specialization of other firms on own name. White Labeling proves worthy as it generates more benefits to business that too at low cost resulting in effective promotion of advisors firm. This technique assists in recruiting expertise of third party with proprietary rights.
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