Does the best mutual fund software for IFA send automatic alerts?

Redvisiontech09 Jun, 2023Finance

Yes, the best mutual fund software for IFA sends automatic alerts to the investors or MFD at times of market volatility. If an MFD is using a portfolio rebalancing feature, it will send automatic alerts to them during market turbulence. Within the mutual fund software, an MFD can assign a relationship manager or sub-broker, streamlining client management and enhancing customer service. This way distributors can provide personalized service to their clients and maintain good relationships.