mutual fund software allow you to segregate clients into different categories ?

Yes, you can easily segregate clients in categories according to risk profile, investment amount, cities, etc. using the mutual fund software. It helps you manage your clients easily and provides them with personalized services.
• Mutual fund software for distributors have CAS:
Yes, mutual fund software for distributors has CAS. Managing mutual funds can get complicated, especially for distributors handling multiple clients. CAS consolidates information from various fund houses where the client has investments.
• Create a personalized portfolio in mutual fund software in India:
Yes, you can create a personalized portfolio in mutual fund software in India. Every investor is different. Some look for high returns, while others prefer a safer approach with steady growth. Personalization is important to cater to different investors.
• You see the asset allocation in mutual fund software for IFA:
Yes, you can see asset allocation in mutual fund software for IFA. Asset allocation is how investments are distributed among different asset categories like equity, debt, hybrid, solution-oriented, and others. You can balance the portfolio with the right allocation.
• Mutual fund software have the option to set alerts:
Yes, you have the option to set alerts in the mutual fund software. It is really important to keep track of important dates. Missing a key date can lead to unhappy clients and missed opportunities. But you can use this feature and your clients will thank you for it.

• Type of alerts can you set with mutual fund software for distributors:
You can set birthday and anniversary wishes, send valuation reports, insurance reminders, FD/Bond maturity reminders, send Goal GPS reports, SIP dues reminder, and other alerts. It will improve client satisfaction, take care of compliance, and help with better planning.