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What kind of help does the model portfolio section of this mutual fund software provide ?

Using this mutual fund software you can create model portfolios allowing you to focus on the research and due diligence process on a narrower range of investments. Wealth e Office is accomplished by built in model portfolio considering various funds across a range of outcomes and also considering the risk profile of your investors.

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What kind of help does the model portfolio section of this mutual fund software provide ?

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  1. How this Mutual fund software for IFA generates performance based reports ? Using this Mutual Fund software for IFA you can generate distributable reports and share investment details with your investors. This report is equipped with fund performance like absolute returns , XIRR and CAGR .You can also download Statement of Account (SOA) for better record-keeping and can easily send this to your investors. For more information visit @-https://www.redvisiontech.com/ Address REDVision Computer Technologies Pvt. Ltd.,Saket Square,Indore, MP - 452001 An ISO 9001:2008 Certified Company 401 A Wing, Twin Star Building, Saket Square,Indore, MP - 452001 Call(Sales): 0731- 4026004, 9301970707, +91-9827899022 Email: query@redvisiontech.com

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