mutual fund software for ifa

What Are the Advantages of Using Mutual Fund Software for IFAs?

MFDs (Mutual Fund Distributors) and IFAs (Independent Financial Advisors) handle investments, and it’s not easy to manage the hard-earned money of investors. Dealing with multiple clients, tracking investments, and ensuring timely reporting can quickly become overwhelming. In such a competitive industry, having the right tools to stay efficient is critical. This is where mutual fund software […]