Blog posts April 2022
With the conversions in ways, the improvement in the firm is assumed with the dynamic trend and the traditional ways are dropped out from the drive to stay competitive. Even the companies eagerly look for modernized technologies that permit them to change the selection of clients which helps in p...
The distributors have a broad degree of relationship with customers and handling bulk customers is not an effortless task. In such systems one requires technical help having the possibility to bear all networks simultaneously without neglecting the interest of any single party.
To overwhel...
The distributors have a broad degree of relationship with customers and handling bulk customers is not an effortless task. In such systems one requires technical help having the possibility to bear all networks simultaneously without neglecting the interest of any single party.
To overwhelm this...
The work of an hour can be executed within a minute or a few points with the help of technology that reduces the complexity of the task and provides it most simply. In the mutual fund firm, the distributors can also complete the duties within points with the help of a wealth management tool that ...
The mutual fund distributor has various tasks to perform in the firm from finding the prospect to on boarding, placing the dealing, organizing, and sending reports, the duties are wide. While the distributor has limited opportunity and time to complete all these functions within the quick-term an...
Every investor timely wishes to know the position of invested money as to whether the portfolio is producing desired returns or not and it’s a significant thing because the capital is positioned at risk to reach high results. Managing the profit/loss summary per investor manually by the dis...
6 blog posts
- March 2024 (1)
- February 2024 (1)
- January 2024 (3)
- December 2023 (4)
- November 2023 (2)
- October 2023 (3)
- September 2023 (2)
- August 2023 (4)
- July 2023 (3)
- June 2023 (4)
- May 2023 (5)
- April 2023 (4)
- March 2023 (1)
- February 2023 (2)
- January 2023 (3)
- December 2022 (1)
- October 2022 (2)
- September 2022 (3)
- August 2022 (3)
- July 2022 (4)
- June 2022 (4)
- May 2022 (8)
- April 2022 (6)