redvisiontechnologies

redvisiontechnologies adicionou um novo artigo Outro
2026-01-09 12:35:29 -

Are Fund Factsheets Available in Top Mutual Fund Software for Distributors in India?
When investors ask you questions like: ● “What exactly does this fund invest in?” ● “How has this fund performed over the years?” ● “Is this fund risky or conservative?” ● “What strategy does this AMC really follow?” …the best way to answer is not with guesswork — but with...

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redvisiontechnologies adicionou um novo artigo Wellness
2026-01-06 10:03:10 -

Can Mutual Fund Software in India Help Compare Portfolios With Different Market Benchmark Indices?
Benchmark comparison is no longer just a “good-to-have” feature. Today, investors want to know not only whether their portfolio grew, but also: ● Did it grow better than the market? ● Did it perform in line with the broader economy? ● Would gold or silver have done better? ● How did debt index returns compare? ● ...

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redvisiontechnologies adicionou um novo artigo Outro
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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redvisiontechnologies adicionou um novo artigo Outro
2025-12-10 08:09:57 -

Does the Top Mutual Fund Software in India Offer Investor Apps Too?
The way investors manage money has completely changed. Earlier, clients waited for statements, called their MFD for updates, or checked portfolios once in a while. Today? They want everything instantly — returns, SIP status, capital gains, tax reports, fund performance, comparisons, and even SOA. And they want it on their phone, not buried inside emails or spreadsheets. This is...

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redvisiontechnologies adicionou um novo artigo Outro
2025-12-04 10:27:22 -

Can MFDs Place SWP Transactions Through Mutual Fund Software?
Systematic Withdrawal Plans (SWPs) have quietly become one of the most important investment tools in today’s changing financial landscape. With rising inflation, uncertain markets, and investors demanding predictable cash flow, SWPs are no longer optional. They’re becoming essential. So, the real question is: Can an MFD place a SWP transaction through the top mutual fund...

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redvisiontechnologies adicionou um novo artigo Outro
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 adicionou um novo artigo 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 adicionou um novo artigo Outro
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 adicionou um novo artigo 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 adicionou um novo artigo Outro
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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