REDVision Technologies

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2026-06-02 08:12:42 -

5 Ways the Best Sales CRM Software in India Reduce Manual Work
Key Takeaways • Manual work often comes from scattered lead data, missed follow-ups, and disconnected processes rather than one major task. • The top sales CRM software in India reduces this burden by bringing lead management, follow-ups, interaction tracking, opportunity monitoring, and task management into one workflow. • With...

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2026-05-19 10:54:39 -

Can Mutual Fund Software in India Help Hide Folio Numbers in Reports?
As an MFD, you deal with a lot of sensitive investor information every single day. PAN, bank details, portfolio values — and folio numbers. While most investors are comfortable sharing portfolio performance or valuation reports, folio numbers are a different story. Many investors prefer to keep them private and visible only where absolutely necessary. This is exactly where...

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2026-05-11 11:10:04 -

How Mutual Fund Software Helps MFDs Run WhatsApp Campaigns Easily?
Managing communication with a growing client base is one of the biggest challenges for Mutual Fund Distributors (MFDs). As the number of investors increases, staying connected with each client through timely updates, reports, and follow-ups becomes difficult—especially on platforms like WhatsApp, where expectations for quick responses are high. Yes, WhatsApp has become the most preferred...

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2026-05-05 10:17:08 -

How Does The Best Mutual Fund Software for IFA in India Support Fixed Income Offerings?
Investors today are no longer focused only on returns; they are equally concerned about stability and predictable income. This shift has made fixed-income investments an important part of modern portfolios. However, offering these products efficiently is where many IFAs face challenges. This is where the best mutual fund software for IFA in India helps simplify the process and make...

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2026-05-02 08:08:14 -

Will Mutual Fund Software in India Offer Information on Investor Dividends?
For many Mutual Fund Distributors (MFDs), tracking investor returns is not limited to just portfolio value or capital gains. Dividends also play an important role in understanding how investments are performing and how income is being generated or reinvested. However, dividend tracking is often overlooked because it is not always easy to view in a structured way—especially when dealing...

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2026-04-30 10:03:07 -

What is an NAV Finder in Mutual Fund Software?
For any Mutual Fund Distributor (MFD), tracking scheme performance is part of daily work. Whether it’s for portfolio reviews, client discussions, or research, one data point that comes up repeatedly is NAV (Net Asset Value). But checking NAV manually across different schemes, dates, and fund categories can be time-consuming. This is where an NAV Finder in mutual fund...

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2026-04-22 10:52:01 -

Is Accessing CAS Easier With Mutual Fund Software for Distributors?
For most MFDs, accessing a client’s Consolidated Account Statement (CAS) is not optional — it is part of your everyday business. You need CAS for: ● Portfolio reviews ● Held-away asset analysis ● Asset allocation discussions ● Onboarding new clients ● Identifying external investments ● Consolidation...

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2026-04-06 09:27:06 -

Can Mutual Fund Software for IFA Help in Tax Calculation for FY 2025–26?
Tax planning is an important part of being an MFD. As an IFA or MFD, clients often expect you to help them not just on investments, but also on how those investments impact their taxes. However, calculating tax liability manually can be time-consuming. Between choosing the right tax regime, applying deductions, and understanding the latest budget changes, the process can quickly become...

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2026-03-20 11:27:15 -

Why More MFDs in India Are Moving From Excel to The Top Mutual Fund Software in India?
For many years, Excel sheets were the default tool for Mutual Fund Distributors (MFDs) to manage their business. From tracking client portfolios to maintaining investment records, Excel helped distributors organize data when their client base was small and operations were relatively simple. But the mutual fund distribution landscape in India has changed significantly. Today, MFDs manage...

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2026-03-16 11:52:07 -

How Mutual Fund Software in India Helps Track Investment-Wise XIRR?
Understanding how investments have performed during a specific period is an important part of portfolio analysis for Mutual Fund Distributors (MFDs). Investors often ask questions like: ● How did my portfolio perform during the last year? ● What was the return during a particular market cycle? ● Which investments contributed the most to my portfolio...

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