As an MFD, you already know that point-to-point returns can be misleading. A fund may look great over the last 1 year… but terrible over the last 3 years. Or it may look poor today… but historically it may have delivered consistently.
That is exactly why rolling returns matter — they tell you how a fund has performed across multiple time periods, not just one date.
And...
For every MFD, one question keeps coming back from investors: “Is my portfolio doing better than the market?”
And honestly, it’s the right question. Returns don’t mean much in isolation. A fund giving 10% may sound good — until you realise the benchmark delivered 14%.
That’s where benchmark comparison inside mutual fund software becomes incredibly...
Client-wise AUM tracking has now become one of the most important needs for Mutual Fund Distributors in India. As your client base grows, so does the complexity of answering simple questions like:
● Which client contributes the most to my AUM?
● Whose portfolio needs urgent review?
● Who hasn’t invested for a long time?
● Where...
Growing MFDs need more than dashboards, they need automation, and the best mutual fund software in India offers paperless onboarding, risk profiling, rebalancing tools, WhatsApp reporting, and white labeling to enhance branding and investor servicing. For more information, visit https://www.redvisiontechnologies.com/
Mutual fund transactions like purchase, SIP, SWP, STP, redemption, and switch transactions are allowed through mutual fund software for distributors, and this streamlined functionality helps distributors cater to diverse client needs efficiently through BSE/ NSE, and MFU platforms. For more information, visit https://www.redvisiontechnologies.com/mutual-fund-software-for-distributors.php
With features like CRM integration, video KYC, digital onboarding, investor risk profiling, and portfolio rebalancing tools, mutual fund software for IFA significantly reduces manual workload, enabling distributors to serve more clients efficiently. For more information, visit https://www.redvisiontechnologies.com/
By automating routine processes, mutual fund software allows advisors to focus more on personalized client interactions, ensuring better satisfaction and fostering long-term relationships with detailed investment reports and real-time updates. For more information, visit https://www.redvisiontechnologies.com/
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