Why is CAS Important in Mutual Fund Software

Nov 12, 2024

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Mutual Fund Distributors (MFDs) need to stay aware of all their clients' investments in one place. Without a complete picture, it's challenging to manage portfolios effectively and give clients the advice they need. This is why MFDs rely on the top mutual fund software in India that offers a Consolidated Account Statement (CAS), providing an overview of all client investments in a single report.

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Why is CAS Important in Mutual Fund Software

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