Best Investment Management Software for Small Business in 2025

AI enhances portfolio and investment management software by providing tools for Advanced Data Analysis that identify patterns and trends that may not be immediately apparent to human analysts. AI also aids in identifying and mitigating potential risks within investment portfolios. One can make informed decisions regarding market entry and exit to maximize profits and minimize losses using AI.

To Invest in Sovereign Gold Bonds (SGBs) Using FundExpert, follow the steps below:

• Open your FundExpert account
• Navigate to the 'Investments' or 'Sovereign Gold Bonds' section
• Choose the current SGB issue available for investment
• Enter the investment amount
• Complete the transaction as per the platform's instructions.

FundExpert allows users to download the Statement of Account (SOA) in various formats, typically including PDF and Excel. For specific format options, you can refer to the 'Reports' or 'Statements' section within your account.

FundExpert Assist MFDs in Improving Client Engagement by providing them with functionalities like comprehensive reporting, multi-asset transactions, automated data synchronization and digital onboarding.

To Add a New Client in FundExpert, follow the steps given below:

• Open your advisor account on FundExpert
• Navigate to Client Management
• Enter the necessary Client Details
• Follow the prompts to complete the client's onboarding process, including any required documentation.