With the growing digital acceptance by customers, there is a growing
need for consultants to accept technology to improve their consultative
capabilities with Mutual
Fund Software of Nivesh Life. Information is the new superpower, and
consultants are likely to combine their insights, experience, and competence
with the newest tech tools, and to create monitoring client portfolios, for
superior selection.
Upgrading limits and appealing to investors for improved user
involvement is easier said than done, particularly given the fast pace of
growth, and keeping up with the different wealth management software being made
accessible.
The advisors or financial consultants need to leverage digital
wealth management technology to advance their practices to suit the current
pandemic times. An advisor-client bond is an important factor, and this bond
can further be strengthened with the assistance of Nivesh life.
Build Stronger Portfolios with the Help of Nivesh Life
Nivesh life empowers advisors to build multi-product model
portfolios, advance a complete overview of an investor’s historical as well as
present investments, and much more services. This will help to manage the risks
in a better way, also identify future opportunities, make data-driven
capitalization decisions, and instruct a client-centric approach.
Nivesh life helps customers to optimize their analytical capacity
and endorse the right product mix based on a precise client’s unique goals,
requirements, and risk appetite.
Deepen Customer Connections
The Nivesh life planning
for evaluation and its progressive set of techniques and tools are considered
to support advisors to help their customers improve on a real-time basis, and
make a much stronger advisor-client connection. These real-time updates,
reports, and rule-based smart signals make it easier for advisors to keep their
stakeholders informed and updated in future version of application.
This module also permits advisors to trigger and modify warnings
personalized to their own style and join the market, time, and client-specific
events and incidences. These comprise sharp actions on the underlying
securities and funds, portfolio level, as well as hygiene warnings like SIP
(systematic investment planning) expiry, etc.
Advisors will increase the chance to broaden their basket of
offerings, thereby increasing gains and productivity.