Know-How Mutual Fund Software for Distributors Align Funds with Goals? Each investor joins in the investment market with a particular goal or plan based on which distributors invest the funds of the customer. In order to attain the goal within the appointed time, the distributor demands to follow the object's status constantly and the same can be done through the end tracking trait available in Mutual Fund Software for Distributors that supports in estimating the rank of funds. Wealth Elite gives various advantages to the distributors which assist distributors in resolving the problems of the clients and also decreases the expense of operations in the business.
Benefits of Goal Tracking Continuous guidance on investors’ objects. Plan assets to the goals of the investors. Propose further investment whenever needed. Varied investment pattern. Facebook, Twitter, Instagram, You Tube, Email, Phone