What are the Customization Options Available in Mutual Fund Software for Goal Tracking?
Wealth_elite11 Aug, 2023Finance
Customization options are provided by mutual fund software such as objectives, time horizons, risk profiles, and investment preferences within the software, allowing MFDs to set and track personalized investment goals for their clients. Yes, mutual fund software for distributors in India supports multiple communication channels. It offers features such as email integrations, SMS notifications, and client portals, ensuring effective communication and engagement with investors.
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