ICRA Online has upgraded its distributor platform MFI 360 by adding features like portfolio tracking and reporting.
With the new facilities, you can do mutual funds research, analyze trends and track portfolio. The upgraded version of MFI 360 also offers automated RTA reverse feed, transaction update, AUM reconciliation across folios, merging of investors, transfer of folios and similar other features.
In a press release, the company said, “Today’s volatile markets and increasing client expectations have necessitated IFAs and wealth managers to look for smart applications that allow them to offer unique insights to clients alongside efficient portfolio management. MFI Tracker aims to fulfil this need by aligning latest technology and the dynamics of the growing mutual fund industry in the country. The tool offers a simple and user-friendly interface, handles high transaction volumes efficiently and comes loaded with powerful features.”
