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  • What Are The Benefits Of Goal Tracker In A Mutual Fund Software For Distributors?
    What Are The Benefits Of Goal Tracker In A Mutual Fund Software For Distributors?
    Financial Services - Indore (Madhya Pradesh) - 20 May, 2024 03:44 PM Check with seller

    41

    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 id...

  • What Does The Goal Tracker Of Mutual Fund Software For Distributors Offer?
    What Does The Goal Tracker Of Mutual Fund Software For Distributors Offer?
    Financial Services - Indore (Madhya Pradesh) - 16 May, 2024 04:41 PM 452010.00 Rs

    30

    The goal track of a mutual fund software for distributors offers three things: Setting goals: MFDs can set specific financial goals for their investors. Now they can map funds and assess shortfalls by planning investments, and they can build attachme...

  • How Can Mutual Fund Software For Distributors Help In Reducing Untimely Redemptions?
    How Can Mutual Fund Software For Distributors Help In Reducing Untimely Redemptions?
    Financial Services - Indore (Madhya Pradesh) - 14 May, 2024 11:46 AM 452010.00 Rs

    29

    With features like a goal tracker, MFDs can create a purpose and attachment toward the goals of the investors. Whether they are planning for retirement, or a dream car. This reduces the likelihood of impulsive redemption thus saving the AUM.For More ...

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