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redvisiontechnologies Blog añadido Otro
2025-11-25 09:56:09 -

Can Top Mutual Fund Software in India Calculate “Total Days Invested” For Portfolio Analysis?
When you review client portfolios, you already look at XIRR, absolute returns, fund category, recency of transactions, and asset allocation. But there’s one piece of information most MFDs often overlook — “How long has the investor actually stayed invested?” This matters more than you might think. And that’s why having Total Days Invested displayed directly...

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redvisiontechnologies Blog añadido Wellness
2025-11-18 10:29:41 -

Why Scheme-Wise Investment Summaries Are a Must in Mutual Fund Software for Distributors?
Sometimes, when you open a client’s portfolio, everything looks fine at the surface: the total AUM looks good, returns seem okay, and nothing looks alarming. But the moment you drill down… You realise that the overall portfolio return is being pulled down by one or two schemes. Or maybe one fund is doing exceptionally well, but the investor has barely invested in it. This is...

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redvisiontechnologies Blog añadido Otro
2025-11-12 07:48:48 -

Does Wealth Management Software in India Offer Bonds?
Today, every investor wants everything on one platform — mutual funds, equities, P2P lending, and even bonds. They don’t want to log in to five different apps just to track their money. And as an MFD, that puts you in a tricky spot. You probably ask yourself — Can I actually offer all that to my clients? Can my platform support more than just mutual funds? The good news is...

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redvisiontechnologies Blog añadido Wellness
2025-10-29 12:16:13 -

Is Mutual Fund Software in India the Peak of Automation?
You tap your phone to pay for coffee. You book medicines online and get them delivered. So why should your mutual fund business be stuck in paperwork-mode? In 2025, everything is moving faster, smarter, and more connected—and your business should too. As an MFD (Mutual Fund Distributor), if you’re still juggling spreadsheets, forms, manual follow-ups and late-night...

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redvisiontechnologies Blog añadido Otro
2025-10-08 11:39:33 -

Does the Best Mutual Fund Software Help You View CAS Quickly?
Viewing investor investments is mandatory for every MFD (Mutual Fund Distributor). Otherwise, how will you grow your business? If you have no visibility into what your clients already hold, you can’t spot cross-sell or upsell opportunities, or advise them smartly. That’s why most forward-looking distributors insist on using the best mutual fund software that also offers...

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redvisiontechnologies Blog añadido Otro
2025-09-24 12:37:12 -

How Mutual Fund Software India Helps MFDs Create a CAS-Ready Portfolio View
Every investor today wants convenience. And honestly, it’s not just investors – even you, the Mutual Fund Distributors (MFDs), want things to be easier, faster, and more streamlined. Think about it – investors today want to see all their investments in one place. No switching between multiple statements, no digging through emails to find folio numbers. And you, as an MFD,...

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redvisiontechnologies Blog añadido Otro
2025-09-11 13:13:05 -

6 Unmissable Features in the Mutual Fund Software in India
Mutual Fund Distributors (MFDs) in India are increasingly relying on technology to streamline their operations and serve their investors better. MFDs using the mutual fund software in India are making the most out of features like transactions management, onboarding, reporting, and much more. Imagine having a platform that not only helps you manage your day-to-day operations but also...

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redvisiontechnologies Blog añadido Otro
2025-09-06 06:25:33 -

Why MFDs Need the Best Mutual Fund Software for Tailored Investor Solutions
In today's business, providing a personalized experience is key to standing out for business even for MFDs. As a Mutual Fund Distributor (MFD), using Best Mutual Fund Software can significantly enhance the service you offer to your clients. Let's learn how MFDs can provide a personalized experience to their investors. Convenient Investment Options Mutual Fund Software for...

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redvisiontechnologies Blog añadido Otro
2025-08-28 08:09:48 -

Does Top Mutual Fund Software in India Support Transactions?
Imagine this: Your day as a Mutual Fund Distributor (MFD) starts early and ends late. Every day, you’re placing multiple transactions for your clients — whether it’s starting a new SIP, switching funds, or redeeming investments. It’s a busy world, right? That’s exactly why MFDs like you rely on the top mutual fund software in India. Because why not? If your...

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redvisiontechnologies Blog añadido Otro
2025-08-06 06:51:18 -

How Does the Life of an MFD Using Mutual Fund Software Look Like?
Let’s face it, MFD life without mutual fund software = constant chaos. Too many client calls, endless paperwork, delayed transactions, missed follow-ups, and zero personal time. But the MFDs who use software? They're not just managing business. They’re growing, relaxing, and still staying ahead. If you’re still doing things manually, here’s what you're...

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