Is It Possible to Place Bulk Orders Using Mutual Fund Software for IFAs
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...
