Can mutual fund software in India help me share client investment reports?
Wealth_elite08 Feb, 2024Finance
Yes, mutual fund software in India is designed to simplify your life and thus helps you share client reports automatically on a quarterly, monthly, fortnightly, or weekly basis at your convenience via SMS, E-mail, or both, so your investors stay informed and updated on their investment journey. Yes, mutual fund software for distributors simplifies the onboarding process with video KYC. It's a convenient and secure way for Mutual Fund Distributors (MFDs) to onboard new clients and comply with KYC regulations. You can share invitation links to verify investors and onboard anytime anywhere.
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