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Automate financial tracking and diversify your investments in shares, stocks, mutual funds, family plans, and other portals to minimize the risk with investment management software.
Do you have a pool of investments made? Does tracking the status of each of them has become impossible for you? Looking for a tool to monitor all your investments feasibly? Invest one-time in a super flexy investment management software to handle your investments for a lifetime. Integrating end-to-end funding techniques, the software acts as your digital investment manager.
Diversify Your Client’s Investments
Give multiple investment options to your customers to maximize their returns. Offering your customers with a diversified investment plan, attract and retain your customers. Lower the risk of investing the entire amount into a single source by breaking the funds into mortgages, stocks, mutual funds, family plans, insurance, and cash deposits.
Digitally create the investment plan for your customer by entering the amount to be invested and allotting and comparing the returns into multiple programs. Go automated, saving almost 75% of your time in manually trying out this trial and error method to serve your customers with the best scheme.
Built-In Features Of Investment Management Software
In Compliance With Tax And Government Regulations
Tax and government regulations go hand-in-hand with investments. Who would like to hire an investment company which would leave the complicated and time-taking task of taxation on you? Never miss your clients or let a new customer go away by staying updated with tax and regulatory norms. Deploying the most updated tax calculator and staying in-tune with government norms, the software automatically calculates the tax amount and shares its details with the customer.
Apart from calculating and increasing customer’s knowledge, the investment management software facilitates the electronic submission of tax documents.
Benefits At A Go
Grow your investment management business by including new directives and saying goodbye to traditional investment programs with WordSys Tech. Having hands-on information technology and software development, they provide the most comfortable, easily accessible, and user-friendly investment management software for both investors and fund managers. Making the most of their technological prowess WordSys Tech has been providing result-yielding IT products to big brands over 9+ years.
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