Can an MFD share top-performing funds with mutual fund software for distributors?

Wealth_elite18 Oct, 2023Business

Yes, an MFD can share top-performing funds with mutual fund software for distributors with its investors by downloading the list in an Excel file and sharing this file with their investors which creates trust and improve satisfaction. Yes, mutual fund software allows for generating reports that provide a summary of transactions such as purchases, redemptions, and dividends received for a specified period. These reports help in tracking investments and maintaining records.