A robust mutual fund software for IFAs offers a range of asset classes, enabling investors to diversify efficiently. Whether it’s mutual funds or peer-to-peer lending, the software ensures everything is accessible in one place.

1. Which Asset Classes Does Mutual Fund Software for IFA
Offer?
Investors today want convenience—a single platform to access multiple
investments. This need for an all-in-one solution is why most Independent
Financial Advisors (IFAs) are opting for technology. It simplifies investment
management, enhances client servicing, and provides a seamless experience. A
robust mutual fund software for IFA offers a range of asset classes, enabling
investors to diversify efficiently. Whether it’s mutual funds or peer-to-peer
lending, the software ensures everything is accessible in one place.

2. Asset Classes Offered by Software
1. Mutual Funds (NSE + MFU or BSE + MFU)
Mutual funds remain a top investment choice. With portfolio management
software, IFAs can offer direct investments through NSE + MFU or BSE + MFU,
ensuring seamless transactions with:
● Paperless investments
● Real-time portfolio tracking
● Easy SIP and lump sum options
● SWP, SIP, STP, and more
REDVision Technologies offers a mutual fund software mobile app so investors
can get an overview of their investments anytime, anywhere.
2. Peer-to-Peer (P2P) Lending
P2P lending is an alternate lending opportunity, allowing investors to lend money
directly to borrowers and earn fixed returns. The software integrates P2P
platforms, enabling:
● Direct lending opportunities
● Higher fixed returns
● Risk diversification
3. Loan Against Mutual Funds (LAMF)
Instead of liquidating investments during emergencies, investors can avail a loan
against mutual funds, offering:
● Quick access to funds
● Retention of portfolio benefits
● Flexible repayment options
4. Initial Public Offerings (IPOs)
Wealth management software allows investors to apply for IPOs online, making
it easy to:

3. ● Invest in upcoming IPOs
● Track allotments and listing gains
● Manage new investments efficiently
5. Equity Investments
For those who prefer direct stock market exposure, the software provides:
● Real-time stock trading
● Portfolio analysis tools
● Market insights and research
6. Fixed Deposits (FDs)
Fixed deposits still remain a preferred choice for risk-averse investors like
seniors. A software integrates FD investment options, allowing clients to:
● Invest in bank and corporate FDs
● Compare interest rates
● Choose flexible tenure options
Conclusion
Technology is transforming investment management by offering multiple asset
classes—mutual funds, P2P lending, LAMF, IPOs, equities, and FDs—on a single
platform.
For IFAs, adopting software enhances client servicing, improves retention, and
streamlines operations. As digital investments grow, an integrated, secure, and
efficient platform is essential for financial professionals to stay ahead.
Address- REDVision Asia Center, 45, Hare Krishna Vihar, Behind Advanced
Academy School, Nipania, Indore, Madhya Pradesh 452010
Mobile- 9039822000