How to Enable Redeem Option for a Client in FundExpert?

To Compare Different Mutual Funds in FundExpert, follow the steps given below:

• Open your FundExpert account
• Navigate to the 'Mutual Funds' section
• Select the 'Compare Funds' option
• Choose the mutual funds you wish to compare
• Review the comparative data, including performance metrics, risk factors, and other relevant details.

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

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.