For any business, you need a core team to strategize for the growth and development of the firm. Similarly in the business of Mutual Fund distribution, the Mutual Fund Distributor should have a team that can handle the complete business. But sometimes, recruiting an entire staff and training them can prove to be a lot expensive. To overcome this issue, Mutual Fund Distributors these days rely on technology for handling their entire business operation for which software for mutual fund advisors is required.
Nivesh Life is the best Mutual Fund Software for Mutual Fund Distributors to accomplish every task of business at a low cost instead of relying on a high-maintenance staff.
WHY CHOOSE NIVESH LIFE AS YOUR MUTUAL FUND MANAGEMENT SOFTWARE
Nivesh Life has developed brilliant mutual fund software for distributors to build and improve their client relationships and grow their businesses to the next level.
Secure Your Data On Cloud
Your data is secure and backed up every day. This data can be available at any given point in time, wherever you are. We strive to provide resilient mutual fund management software for our DP partners where their end-users can systematically view their mutual funds, stocks, and other investments from a single portal.
Dedicated Team for Your Assistance
We have a dedicated team of Nivesh Life assistants like the IT Coordinator and Trainer who are ready to help you at any given time. Based on the inconvenience, our team will significantly advise and guide you if you require any help regarding the Nivesh Life, best mutual fund distributor software in India.
Seamless Integration of Your Data Into the Platform
Our motto “#YourBrand #YourPlatform” has made us establish the best mutual fund distributor platform that is completely white-labeled. Nivesh Life- mutual fund management software provides an individual financial advisor-named platform with no co-branding; we also help these financial advisors seamlessly integrate their data into the platform.
Better Client Engagement With Automated Processes
We value our virtues and take pride in digitally empowering investment services for better client engagement. We have automated processes that can handle big data for thousands of advisors. Leave the uploading of data to us and enjoy the hassle-free portfolio of all asset classes.
Access to Resilient Data for Extensive Reporting
We strive to provide resilient mutual fund management software with comprehensive and diverse reporting. The options provided are MF Portfolio Valuation Report, Capital Gain Report, Transaction History, and SIP/STP Reports.
Advisory Support for Your Real-Time Queries
Our team at Nivesh Life- mutual fund software for distributors is well-experienced and well trained who are available round the clock for after-sales services. You will have no stressful days with more time to focus on your business. We are here to reply to any of your queries related to real-time portfolio management and others.
Set Realistic Goals Using Goal Tracker
The Goal Tracker functionality helps mutual fund software for distributors customize their reports and set more realistic goals. Through this, the distributors can map multiple assets to the investors’ goals, and in the event of a shortage, the distributor can make purchases to make up for the difference.
NIVESH LIFE- THE BEST MUTUAL FUND DISTRIBUTOR SOFTWARE IN INDIA
Nivesh Life addresses all the needs of financial advisors and provides the best mutual fund distributor platform that helps to simplify investing and financing. Mutual Funds are viewed as one of the most popular investment options, along with bank fixed deposits and stocks. Understanding important performance variables before investing can help you choose the finest Mutual Funds for you, and our feature-rich platform will make it happen.
Nivesh Life's Mutual Fund software for distributors is developed to provide financial requirements and risk tolerance which can be beneficial to Mutual Fund Distributors, corporations, as well as individuals from different income levels to scale up their financing & investing game.
High-quality technology and metrics power this feature-rich mutual fund software, which will significantly advance the mutual funds sector and is made available on a subscription basis. You can quickly sign up or cancel the membership whenever you want, from anywhere. Let’s dive deeper and understand how the inception of Nivesh Life began…
WHO WE ARE IN THE MUTUAL FUND INDUSTRY?
Nivesh Life is one-stop software for mutual fund advisors developed to solve all your financial service needs. The best mutual fund distributor platform that comes in mobile and web applications is a high-end technology platform created for next-gen advisors to build and improve their client relationships and grow their businesses. Our customer-centric approach and well-defined execution processes help us deliver excellent service, deep expertise, and a better environment for financial advisors and end clients.
Nivesh Life is a high-end technology platform created for next-generation Mutual Fund Distributors who wish to add value to their relationship with their clients and focus on growing their business to a new level. Nivesh Life is developed with the aim to empower Mutual Fund Distributors, ARNs, and end-clients to increase their assets under management, identify product opportunities, and win their clients’ loyalty and confidence.
A platform developed to ease the use, affordable, and trusted by millions; Nivesh Life offers a wide range of Mutual Fund investing ways, at your convenience. It clearly shows how wealth and asset management software handles the task and saves the effort and money of the distributors. In today’s times, technology is the first requirement of any business, and to achieve a dominant position in the industry, mutual fund distributors require having the tools which maximize performance within a short time frame like Nivesh Life Mutual Fund Software.
Nivesh Life is the smartest, fastest, and simplest application available to track your client’s performance, available right here!