Are Recent SIP Transactions Visible in Mutual Fund Software?
We know what’s on your mind as an MFD using mutual fund software: “How’s my business doing this week?”
For every distributor, tracking Systematic Investment Plan (SIP) transactions isn’t just a part of the job; it’s the heartbeat of your business. It tells you if clients are investing regularly, if there are any missed SIPs, and whether the inflow is...