Mutual Fund Software09 Jan, 2024Business
Mutual Fund Software for Distributors facilitates setting client goals, assessing risk appetite, determining time horizons, and planning investments strategically for clients to achieve objectives like car planning, house planning, child education planning, child marriage planning, and more. Yes, Mutual Fund Software for Distributors enables comprehensive goal-based planning, including retirement, child education, and more. It allows MFDs to understand clients' risk appetite, set clear retirement goals, and align investments with these goals, ensuring a customized retirement plan.
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