REDVision Technologies - No.1 Fintech Company | Top Mutual Fund Software for Distributors

  Brokerage management is one of the most important parts of your business as an MFD — and also one of the most time-consuming. Every month, you request brokerage files from RTAs, wait for them to be generated, download them, upload them manually into software, reconcile, track gaps, and verify numbers. And if there is a delay or a missed upload, your entire brokerage reconciliation gets pushed back. This is exactly why auto-file request and auto-upload inside  mutual fund software  is a big relief for distributors. Let’s talk about how this works and why it matters to your practice. What is Auto File Request and Upload in the Brokerage Module? Auto file upload simply means: ●    You don’t have to manually request brokerage files every month ●    You don’t have to manually upload brokerage files into the software The  mutual fund software for distributors  itself: ●    automatically requests brokerage statements from RTAs ●   ...

  If you handle a growing number of investors, you already know this pain point very well. One switch request turns into ten. One redemption call leads to multiple follow-ups. And suddenly, a simple portfolio adjustment eats up half your day. This is exactly where bulk order execution in  mutual fund software  becomes extremely relevant for IFAs. Let’s understand what bulk orders mean, why IFAs need them, and how back office software supports this for both BSE and NSE users. What Are Bulk Orders in Mutual Fund Transactions? Bulk orders simply mean placing multiple transactions at once, instead of executing them one by one for each investor. In portfolio management software, IFAs can place bulk orders for: ●    Switch transactions ●    Redemption transactions These bulk actions can be executed across multiple clients, folios, or schemes in a single flow. This feature with REDVision Technologies is available for both BSE and NSE transaction users, making...

  MFDs in 2025 already know that investors want answers instantly — not tomorrow, not after a follow-up, not after three reminders. And let’s be honest… between transaction queries, valuation requests, capital gain reports, login issues, and portfolio doubts, your WhatsApp is constantly buzzing. Now imagine a world where investors get all these answers instantly, accurately, and 24/7 — without you typing a single message. That’s exactly what the new WhatsApp Chatbot integrated with your  mutual fund software for distributors  is built for. This isn’t another WhatsApp group or broadcast list. This is a smart chatbot that handles routine investor queries automatically — in seconds — while keeping your time free for business growth. Let’s break down why this changes the game for every MFD. The Problem: Investors Are On WhatsApp… And They Want Service There Too Investors don’t want to log into portals. They don’t want to remember credentials every time. And most don’t even ch...

  If you distribute equity products alongside mutual funds, you already know one thing—equity brokerage is a serious income stream. But the bigger truth is this: Most MFDs don’t actually know how much brokerage they’re earning, which slabs apply, or whether the expected payout even matches the real payout. Why? Equity brokerage details are usually scattered across platforms, emails, PDFs, and multiple partner dashboards. That’s where equity brokerage visibility inside  mutual fund software for distributors  becomes a real game-changer. Let’s break down why this matters more today than ever. Equity Brokerage is Real Revenue Over the years, more MFDs have added equity offerings—because investors want DIY investing + advisory support.  That means: ●    More equity trades ●    More investor accounts ●    More brokerage inflow But if you can’t track brokerage correctly, you can’t measure your revenue growth, optimize your offerings, or correc...

  SIP cancellations are one of those operational tasks that look small — but end up taking a lot of time. An investor might stop a SIP due to cash flow issues, a temporary pause, or a portfolio rebalance. And as an MFD, you’re expected to handle this quickly, accurately, and without creating delays. But earlier, SIP cancellation was anything but quick. Multiple logins, confusing navigation, long approval steps, and manual follow-ups made it a tedious process. That’s exactly why simple SIP cancellation options inside  mutual fund software ​  make such a big difference today. Let’s break it down. Why SIP Cancellation Used to Be Such a Hassle In many platforms, cancelling a SIP meant: ●    Logging into the transaction portal separately ●    Searching for the client ●    Searching for the SIP ●    Verifying mandate details ●    Requesting cancellation ●    Waiting for confirmation ●    Communicating manuall...

  Ever had investors ask — “Which fund should I invest in?” Or, “Is this SIP doing better than the other?” If you’re an MFD, you know this question never gets old. And it’s not just about giving answers — it’s about backing them with data. That’s exactly where the Fund Comparison Tools in  Mutual Fund Software , like that offered by REDVision Technologies, come in. They help you compare funds smartly, visualize performance, and guide investors with confidence. Let’s break it down SIP Comparison — Compare 5 Schemes in One Go SIP is all about consistency. But even the most consistent investors want to know — “Which fund actually performed better over time?” With the SIP Comparison Tool, you can now compare up to 5 mutual fund schemes at once — side by side — and even compare them with benchmarks like the Sensex. Here’s what makes it powerful: ●    Quick Scheme Selection: Just search the scheme names in  mutual fund software for IFA , choose up to 5, and set your S...