How to Compare Different Mutual Funds in FundExpert?

Mutual Fund Distributors (MFDs) can enhance their services by using FundExpert, which offers a wide range of tools for managing client investments across multiple asset classes. FundExpert provides features such as portfolio reporting, seamless transaction capabilities, paperless customer onboarding, and automated data synchronization. These functionalities are designed to streamline operations and improve client engagement.

Financial Advisors can use FundExpert to automate routine tasks using the platform's features, like automated portfolio sync, which ensures up-to-date information without manual input. The platform also provides management tools that help the users to manage client portfolios, track investments, and generate reports efficiently. Additionally, the financial advisors can stay informed and make data-driven decisions by utilizing the research reports that the platform provides.