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

  One of the biggest mistakes new Mutual Fund Distributors make while choosing  mutual fund software  is thinking of it as a short-term tool instead of a long-term business system. In the beginning, software decisions are often rushed. Many MFDs choose platforms based on price, familiarity, or immediate needs, without fully understanding how deeply software affects daily operations, compliance, investor servicing, and future scalability. Mutual fund software is not just for reports. It becomes the core system that runs your distribution business. If this foundation is weak, growth becomes stressful instead of smooth. Mistakes New MFDs Should Avoid Let’s look at the most common mistakes new MFDs make while selecting MF software — and how to avoid them. 1. Is Your Mutual Fund Software Just a Better Excel File? Almost every new MFD starts with Excel. It works when the business is small. Problems start when: ●    client count increases ●    SIP volumes gro...

  Most investors today don’t just ask: “What is the NAV today?” They also ask, 'How has the NAV moved over time?' Was the fund very volatile? Did it fall sharply during market corrections? Has it grown steadily or in sudden jumps? And is the fund recovering after a market fall? To answer these questions confidently, you need NAV trend analysis, not just the latest NAV value. And the best part? You don’t need Excel sheets or manual charts anymore. The NAV Finder inside the  best mutual fund software in India  lets you: select any scheme, choose any date range, and instantly see the graphical NAV trend You get a clear picture in seconds with REDVision Technologies. Let’s see how it works. What is an NAV Trend? NAV trend simply shows how the NAV has changed over time. It helps you understand: ●    growth journey of the fund ●    ups and downs in different market phases ●    long-term direction of performance ●    whether returns were s...

  Returns are the first thing investors ask about. And very often, they don’t ask this in a generic way. They don’t say — “Tell me my portfolio returns.” They usually ask questions like: ●    “What were my returns from April to December?” ●    “How did this investment perform after the market fall?” ●    “What is my return between these two dates?” To answer this correctly, you don’t just need the overall XIRR. You need custom-date XIRR — investment-wise. That’s exactly what modern  best mutual fund software  now allows you to do. First, What is XIRR in Simple Words? XIRR stands for Extended Internal Rate of Return. It is the most accurate return measure for mutual funds because it: ●    considers every cash flow ●    handles SIP, lump sum, SWP, switches ●    adjusts for irregular dates ●    gives a true annualised return Simply put — XIRR tells the real story of investor returns. Why Custom-Date XIRR M...

  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...