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...