I AM PLANNING TO BUY NMF2 SOFTWARE FOR MUTUAL FUND DISTRIBUTOR TO SERVE MY CLIENTS. PLEASE ADVISE ME WHETHER IS IT USEFUL TO INCREASE MY PENETRATION.
VENKATRAMAN / IFA
Many time Indian financial advisor and distributor ask question that is the mutual fund software is important for my business, the simple answer it’s not a choice but it’s a very basic need, financial advisor required mutual fund software to give updated reports, to keep track with investor financial goals, to integrate online transaction platform like BSE Star or NSE MF with this Mutual fund software to make the transaction process very simple, easy and error free. If you want to be the market leader you must required the mutual fund software like Wealth eoffice by //www.redvisiontech.com/ when your investor will ask you for their capital gain report for income tax purpose and it’s something which every CA ask you at the time of IT return filing and if the financial advisor say that i cannot provide such report then he/she may lose that client.