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What does the Online ATM in mutual fund software for distributors in India offer?

An online ATM is a facility that allows investors to park their idle funds in liquid mutual funds. It offers features like:  

Almost 2x returns than savings

Instant redemption in case of emergencies

Attract new investors with FD-like returns

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What Are The Benefits Of Goal Tracker In a Mutual Fund Software For Distributors?

The goal tracker in a mutual fund software for distributors brings multiple benefits:

Enhance client engagement by providing them personalized services.

Add value to the services by recommending suitable investment products.

Reduce redemptions and identify new opportunities.

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How Does The Document Vault Work In a Mutual Fund Software?

The document vault in mutual fund software is a feature that helps advisors store documents of their clients that are secured with a password. This helps them to perform instant transactions with the permission of clients. They don't need to wait for any documents. For More Information, Visit https://wealthelite.in/

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Does your Mutual Fund Software offer integration with exchanges like BSE and NSE?

Yes, our Mutual Fund Software offers integration with exchanges like BSE and NSE, enabling MFDs to seamlessly access and trade mutual fund investments, ensuring efficient management and monitoring. It also helps in keeping track of all the investments in one place. For More Information, Visit: https://wealthelite.in/