How Mutual fund software for IFA provides alerts to the clients?

Wealth_elite14 Sep, 2022Finance

The facility is available for scheduled and target-based alert to inform clients about the current valuation of invested fund based on the same decision of redemption or further investment is made. The Mutual fund software for IFA serves as productive tool for advisors. The digital tool has the potential to hold the records of the clients about portfolio and other details necessary for the business. Such a feature helps in minimizing the maintenance of documents and papers of the investors. Any report, document, and record can be accessed with a single click that gives complete convenience to the distributors.