Blog Post

What Can Goal-Based Planning Do in Mutual Fund Software?

What Can Goal-Based Planning Do in Mutual Fund Software?

Goal-based planning enables MFDs to map investments to specific financial objectives like retirement or education. This way, MFDs can use mutual fund software to promote disciplined saving and enhance client satisfaction through targeted financial planning. For more information, visit https://www.redvisiontechnologies.com/

Leave a comment

Your email address will not be published. Required fields are marked *