In a mutual fund software for distributors, what are some different assets you can track?
Wealth_elite16 Aug, 2023Finance
In mutual fund software for distributors, you can track various assets such as Mutual funds, Indian and US equity, FD, Gold, NPS, bonds, PPF, PMS, and Real-Estate. This enables comprehensive portfolio monitoring and diversified investment strategies. Client goals can be linked with assets through mutual fund software for distributors. You can align investments with specific objectives, such as retirement planning or education. This ensures that investment decisions are aligned with their goals.
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