How Does Mutual Fund Software Help MFDs with a Fund Factsheet?

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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 Fund Factsheet becomes essential, and mutual fund software for distributors in India offers easy access to fund factsheets for MFDs and investors. The Challenges of Manual Data … Read more

CAS in Mutual Fund Software Help MFDs Understand Investments Better

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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. This leads to a potential loss of AUM, which can negatively impact the MFD’s business. To tackle this issue, the best mutual fund software for distributors offers … Read more