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...
MFDs, your clients, especially GEN Z are obsessed with the global market. From watching Netflix to scrolling through Facebook to using iPhones, they use products and services offered by these companies. Have you ever thought about offering your clients something global? Yes, you heard that right. The question here is, why do MFDs need to offer global investments? The Missed Opportunities for MFDs Sticking only to local investments might hold you and your business back. By not exploring global markets, you could be limiting both your clients’ growth and your business potential. There’s a big world out there waiting for your expertise. This is why you need to offer investments in global giants like Apple, Amazon, Facebook, Netflix, Google, and more. You can now easily offer global investments to your investors with mutual fund software for distributors . The local market has limitations. Indian investors face challenges like limited options, market ups and downs, and sometimes, slow...