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

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REDVision Technologies 30 Jan 2025

Goal-based planning in mutual fund software helps investors align their financial objectives with investment strategies, enabling personalized portfolio creation, better tracking, and optimized decision-making to achieve specific goals like retirement or education funding.

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/