Does Mutual Fund Software Allow You To Segregate Clients Into Different Categories?

By Author: Redvision
Total Articles: 1
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• Mutual fund software for distributors have CAS:
Yes, mutual fund software for distributors has CAS. Managing mutual funds can get complicated, especially for distributors handling multiple clients. CAS consolidates information from various fund houses where the client has investments.
• Create a personalized portfolio in mutual fund software in India:
Yes, you can create a personalized portfolio in mutual fund software in India. Every investor is different. Some look for high returns, while others prefer a safer approach with steady growth. Personalization is important to cater to different investors.
• You see the asset allocation in mutual fund software for IFA:
Yes, you can see asset allocation in mutual fund software for IFA. Asset allocation is how investments are distributed among different asset categories like equity, debt, hybrid, solution-oriented, and others. You can balance the portfolio with the right allocation.