Yes, smart mutual fund software offers SIP tracking, providing real-time updates and performance reports on SIPs. This helps MFDs to proactively manage client portfolios and understand the SIP counts, and if any SIPs are missing, MFDs can inform clients through SIP alerts.
smart mutual fund software offers SIP tracking, providing real-time updates and performance reports on SIPs. This helps MFDs to proactively manage client portfolios and understand the SIP counts, and if any SIPs are missing, MFDs can inform clients through SIP alerts
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