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Top Tech Solutions for Fund Distributors

by Faisal Sheikh

As a fund distributor, you are always looking for new and innovative ways to reach your investor base and improve service delivery. And with the ever-changing landscape of technology, it can be difficult to keep up with the latest trends.

But don’t worry, we’re here to help. In this article, we’ll go over some of the top tech solutions for fund distributors.

1. Mutual fund data and analytics programs

One of the most important aspects of being a fund distributor is having access to accurate, up-to-date, and comprehensive mutual fund data. After all, you need to easily track different mutual funds’ performance and understand how they compare in the market.

There are a number of great data and analytics solutions out there that can help you do just that. At Delta Data, we always aim to stand out from the rest of the competition, so we offer a complete suite of tools to help you make informed decisions about mutual funds.

2. Online account opening and servicing platforms

Another important aspect of being a fund distributor is providing investors with an easy and convenient way to open and service their accounts. Online account opening and servicing platforms are a great way to do just that.

By taking advantage of such tech, you can provide your investors with a streamlined account opening experience and allow them to access their accounts 24/7 from any device easily. In addition, online account servicing platforms can also help you save time and money by automating many of the tasks associated with account servicing.

3. Mobile apps

More and more people are using their mobile devices to access the internet, so it’s important that you have a mobile-friendly website and a mobile app.

A mobile app can be a great way to give investors access to several types of information on the go. In addition, many mobile apps also offer features such as push notifications, which can alert investors about important account activity or market news.

4. Social media

Social media is a great way to connect with your investors and keep them up-to-date on what’s going on in various mutual funds. You can use social media to share news, insights, and educational content with your investors.

In addition, social media can also be a great way to connect with potential investors and get your name out there.

5. Investor portals

Investor portals are another great way to provide your investors with 24/7 access to their account information. In addition, investor portals can also be used to deliver educational content, share news and insights, and more.

When shopping around for such portals, you may want to go for the ones that offer a variety of features that can be tailored to fit the needs of your investors.

6. Investor relations software

Investor relations management software is a must-have for any fund distributor who wants to manage their relationships with investors effectively.

This software helps you keep track of your investor communications, manage your shareholder meeting materials, and more.

Just like investor portals, be sure to look for a solution that offers a variety of features and can be customized to fit your company’s specific needs.

7. Compliance management solutions

As a fund distributor, you need to make sure that you comply with all applicable requirements, including SEC regulations. Compliance management solutions can help you do just that by automating many of the tasks associated with compliance.

Using such a solution saves time and money while ensuring that you are always in compliance.

There you go,

Seven essential tech solutions for fund distributors. By investing in such technology, you can streamline your operations, improve your customer service, and more.

So what are you waiting for? Start shopping around and find the right solution for your business today.

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