In mutual fund software for distributors, what is a SIP and Lumpsum Balancer
Wealth_elite11 Oct, 2023Finance
A SIP and Lumpsum balancer in mutual fund software for distributors provides a way to distribute investors? money between SIP and Lumpsum so that they have options to invest according to their needs. This improves client satisfaction and trust. The sleek and seamless experience of mutual fund software is primarily achieved through intuitive navigation, responsive design, efficient order placement and tracking, real-time portfolio updates, and personalized client dashboards.
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