redvisiontechnologies's latest activity
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redvisiontechnologies posted the thread How The Top Mutual Fund Software Improves Transaction and Client Onboarding Visibility in General Talk.The mutual fund distribution business has become more structured and competitive over time. As the number of clients and transactions... -
redvisiontechnologies posted the thread How Mutual Fund Software Helps MFDs Run WhatsApp Campaigns Easily? in AI in SEO, Business & Marketing.Managing communication with a growing client base is one of the biggest challenges for Mutual Fund Distributors (MFDs). As the number of...
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redvisiontechnologies posted the thread Will Mutual Fund Software in India Offer Information on Investor Dividends? in AI in SEO, Business & Marketing.For many Mutual Fund Distributors (MFDs), tracking investor returns is not limited to just portfolio value or capital gains. Dividends...
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redvisiontechnologies posted the thread Is Accessing CAS Easier With Mutual Fund Software for Distributors? in General Talk.For most MFDs, accessing a client’s Consolidated Account Statement (CAS) is not optional — it is part of your everyday business. You...
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redvisiontechnologies posted the thread Can Mutual Fund Software for IFA Help in Tax Calculation for FY 2025–26? in General Talk.Tax planning is an important part of being an MFD. As an IFA or MFD, clients often expect you to help them not just on investments, but...
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redvisiontechnologies posted the thread Why More MFDs in India Are Moving From Excel to The Top Mutual Fund Software in India? in AI in SEO, Business & Marketing.For many years, Excel sheets were the default tool for Mutual Fund Distributors (MFDs) to manage their business. From tracking client...