Is it Possible to track AUM by Clients in the Top Mutual Fund...

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2026-01-02 06:05:58 -

Is it Possible to track AUM by Clients in the Top Mutual Fund Software in India?

Client-wise AUM tracking has now become one of the most important needs for Mutual Fund Distributors in India. As your client base grows, so does the complexity of answering simple questions like: ● Which client contributes the most to my AUM? ● Whose portfolio needs urgent review? ● Who hasn’t invested for a long time? ● Where is...

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