Tag: Mutual Fund Software

In today’s fast-paced financial landscape, everyone knows that technology is the only way forward. Mutual Fund Distributors (MFDs) are no exception. As MFDs look to expand their client base and…

For Mutual Fund Distributors (MFDs), managing Assets Under Management (AUM) is crucial to their success. The larger the AUM, the higher the revenue from trail commissions, and the more stable…

Mutual Fund Distributors operate in a highly competitive industry, with one key goal to earn income and grow their business. However, relying solely on mutual fund transactions is no longer…

In today’s fast-paced world, growth is not an option but a necessity. For Mutual Fund Distributors (MFDs), having a strong strategy is essential to survive and thrive. However, no strategy…

In today’s fast-evolving financial world, Mutual Fund Distributors (MFDs) realize that they need technology to stay ahead. They know that adopting software is the way forward. However, many MFDs are…

Most people today invest to secure their children’s future, particularly for education. However, estimating the amount needed for education in the future can be complicated. It involves various factors such…

Informed investments require comprehensive information on the funds. Mutual fund distributors (MFDs) must provide their clients with detailed insights into funds before making any investment decisions. This is where a…

Most Mutual Fund Distributors (MFDs) believe that their investors invest only through them or under their ARN. However, in reality, some investors may also invest directly or through other channels.…