Investors today expect more than just good investment options—they expect quick and efficient service. For Mutual Fund Distributors (MFDs), this means meeting client needs promptly and providing consistent support. Quality service is key to retaining investors, and mutual fund software equips MFDs to meet the high expectations of their clients. Challenges MFDs Face When Investors Are Dissatisfied […]
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Most investors are attracted to the growth potential of Initial Public Offerings (IPOs). These are opportunities to invest in a company right from its entry into the stock market, which promises high returns if the company performs well. However, when Mutual Fund Distributors (MFDs) don’t offer IPOs as part of their investment services, they risk […]
Most MFDs don’t know if the software they are using fits their business needs. As a mutual fund distributor, you rely on software to manage your clients, transactions, and reports efficiently. However, not all software is created equal, and using the wrong one could make your operations more difficult instead of easier. So, how do […]