Can I Track the Last Date of a Client’s Investment With Mutual Fund Software for Distributors in India?
As an MFD, tracking client AUM is a daily activity. You know exactly how much each client has invested, where their money is allocated, and how their portfolio looks today.
But there’s one critical question that often gets missed: When did this client last invest?
Because AUM alone doesn’t tell you whether a client is still active or has silently stopped investing.
This is...
0 Comments
0 Shares
402 Views
Arabic
French
Spanish
Portuguese
Deutsch
Turkish
Dutch
Italiano
Russian
Romaian
Portuguese (Brazil)
Greek