What is the Easiest Way to Track Brokerage in Mutual Fund Software...

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2026-01-01 09:34:34 -

What is the Easiest Way to Track Brokerage in Mutual Fund Software for IFAs?

Running an IFA business is not just about growing AUM. It’s also about knowing exactly how much you earn, from where, and whether you are getting paid correctly. And that’s where brokerage tracking becomes critical. But let’s be honest… Manually tracking brokerage through emails, Excel sheets, RTA statements, and multiple portals is time-consuming, confusing, prone to...

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