6 Must-Have Features in Mutual Fund Software
There are multiple options available for mutual fund distributors (MFDs) when it comes to choosing the right mutual fund software . However, some features stand out, especially for MFDs looking to grow their business efficiently. Here are six must-have features to look for in the right software. Features to Look for in the Right Software 1. White-Labeling Options White-labeling lets MFDs customize the software to reflect their brand, making the experience unique for clients. It can include adding your logo, using your brand colors, and even setting up a personalized URL. ● URL Customization: Use a unique URL that’s specific to your brand. ● Color Customization: Match the software’s colors with your brand’s look. ● Logo Integration: Display your logo to reinforce your identity. 2. Goal-Based Planning Many clients have specific goals like retirement or education savings. Goal-based planning tools help MFDs align investments with these goals, showing clients how each investment mo