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5 Leading Mutual Fund Software Platforms for MFDs in IndiaThe mutual fund distribution business in India has changed completely. Earlier, an MFD could manage business with Excel sheets, manual forms, and occasional portfolio statements. Today, that approach simply doesn’t work — especially when investors expect speed, transparency, and digital convenience. Whether you manage ₹5 crore AUM or ₹500 crore+, the best mutual fund...0 Σχόλια 0 Μοιράστηκε 187 Views 0 Προεπισκόπηση
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5 Leading Mutual Fund Software Platforms for MFDs in IndiaThe mutual fund distribution business in India has changed completely. Earlier, an MFD could manage business with Excel sheets, manual forms, and occasional portfolio statements. Today, that approach simply doesn’t work — especially when investors expect speed, transparency, and digital convenience. Whether you manage ₹5 crore AUM or ₹500 crore+, the best mutual fund...0 Σχόλια 0 Μοιράστηκε 185 Views 0 Προεπισκόπηση
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Does Mutual Fund Software for Distributors in India Support Sub-Broker Management?MFDs who operate with sub-brokers, relationship managers (RMs), branches, or corporate hierarchies, software-based management is no longer optional for them, and modern mutual fund software for distributors in India does support structured sub-broker management. If you are scaling beyond an individual practice, you need a system that can handle hierarchy, access control, payout...0 Σχόλια 0 Μοιράστηκε 40 Views 0 Προεπισκόπηση
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How to Track and Manage Sub-Broker Payouts With Mutual Fund Software for DistributorsAs our MFD business grows, one thing becomes very clear very quickly — managing sub-brokers is not just about onboarding them, it’s about managing payouts accurately and transparently. When you work with multiple sub-brokers: ● different payout percentages ● different categories ● different earning structures ● different...0 Σχόλια 0 Μοιράστηκε 178 Views 0 Προεπισκόπηση