How does top mutual fund software for IFA in India utilize goal GPS features for client retention?

Redvision Technologies17 Jul, 2024Finance

The Goal GPS tool in the top mutual fund software for IFA in India aligns client investments with their financial objectives like retirement planning, car planning, etc. They facilitate customized investment planning, ensuring clients stay on track to achieve their goals. By integrating video KYC and digital onboarding functionalities, the top mutual fund software for IFA in India revolutionizes the client onboarding process. This technology significantly reduces the reliance on traditional, time-consuming paperwork, making the entire process more efficient.