'Existing investments' presentation slideshows

MIGA: Facilitating Investments in Conflict Affected Countries

194 views • 7 slides

Why to use mutual fund software

In the same way the question is there why to use mutual fund software the answer is that the distributor is practically progressing with the software because he is actively watching asset allocation of existing investments and more involved in institutional participation in the mutual fund segment.

18 views • 1 slides

How can an adviser link existing investments into goals with this Mutual fund software ?

Usually investors make most investment without a proper goal. Each investment should have plan. Considering this need we created a Goal GPS module in this mutual fund software . This will help investors to create goals and map their existing investments into it. Our Goal planning tool will let you if you are on track to reach your investment goals.

16 views • 1 slides