Managing a team of sub-brokers requires smart tools. Top mutual fund software in India includes features for tracking sub-broker performance, managing brokerage payouts according to their preset rates, and monitoring client acquisition through different sub-brokers.
Staying updated on portfolio performance is important for MFDs. The top mutual fund software in India provides live MF portfolio reports, giving MFDs an instant view of client investments. This real-time access brings proactive portfolio management and better client communication.