Trust is a vital factor for any business relationship, especially for mutual fund distributors (MFDs) who deal with the financial goals and aspirations of their investors. Trust can help MFDs to retain their existing clients, attract new clients, and increase their business growth. But how can MFDs establish trust among their investors with mutual fund software for IFA ? Fund management software is a platform that helps MFDs to research, analyze, compare, and invest in mutual funds online. It can also help MFDs to track and manage their investors' portfolios and generate reports and statements. One of the features of asset management software that can help MFDs to establish trust among their investors is the white-labeling option. White labeling is the process of customizing the financial planning software with the MFDs' own brand name, logo, color, theme, and domain. White labeling can help MFDs to instill trust among their investors by: - Creating a professional image: Whi
A business requires performing multiple functions at a time and no area can be overlooked else the results will not be favorable for the distributors. The business requires of mutual fund software for distributors to be capable of performing everything simultaneously but due to limited time and energy, the same looks impossible. In such a situation having technology is a must for the distributors to survive in the market. To solve this issue Robo Advisory platform is developed which easily provides service to multiple clients on part of the distributor. With the introduction of the Robo Advisory platform, the issues of the distributors are depreciated, and the focus on the main areas of the firm has grown. The intention behind this is that the tool is self capable to perform the job on part of the distributors which means without the intervention of human beings. The mutual fund software transformed the total circumstances of the business transaction after the arrival of the Ro