What is an NAV Finder in Mutual Fund Software?
For MFDs, the real value is not just in knowing NAV — but in accessing the right NAV data quickly and using it effectively during client interactions and portfolio analysis....
REDVision Technologies Articles
How Mutual Fund Software in India Helps Track Investment-Wise XIRR?
The new Investment-Wise Between Date XIRR Report allows MFDs to analyze portfolio performance between any selected date range and understand how each investment has performed. XIRR stands for Extended Internal...
Are Step Up and Top Up SIPs Accessible With the...
With NSE-integrated transaction capability, both Step Up SIP and Top Up SIP options are now available directly within the existing order flow, allowing you to execute and track them seamlessly....
Are BSE or NSE Platforms Better for Mutual Fund Transactions...
The honest answer is: it’s not about which is better overall, but which is better for your workflow, client needs, and transaction style. Both platforms are strong, widely used, and...
How Should a Mutual Fund Distributor Choose the Best Mutual...
For an MFD, software is not a support tool. It becomes the operating system of the business—handling transactions, portfolios, compliance, income tracking, reporting, and investor communication every single day.
5 Leading Mutual Fund Software Platforms for MFDs in India
Today, most well-known wealth management software platforms support digital onboarding, online MF transactions via BSE/NSE/MFU, portfolio reporting, and basic client management. The real difference lies in how each platform supports...
Common Mistakes New MFDs Make While Choosing Mutual Fund Software
In the beginning, software decisions are often rushed. Many MFDs choose platforms based on price, familiarity, or immediate needs, without fully understanding how deeply software affects daily operations, compliance, investor...
Are Fund Factsheets Available in Top Mutual Fund Software for...
You don’t have to visit every AMC website separately anymore. You don’t have to download and manage hundreds of PDFs manually. Everything is available scheme-wise and AMC-wise inside the same...
Can Mutual Fund Software in India Help Compare Portfolios With...
Today, you can compare an investor’s portfolio with multiple benchmark indices at the same time — up to five in one click. That means clearer analysis, faster review meetings, and...
What is the Easiest Way to Track Brokerage in Mutual...
Manually tracking brokerage through emails, Excel sheets, RTA statements, and multiple portals is time-consuming, confusing, prone to errors, and stressful during audits or payouts. This is why mutual fund software...
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