Selling smart portfolios is a strategic approach for Mutual Fund Distributors (MFDs) to stay ahead in the competitive financial services industry.
Creating smart portfolios involves customized investment solutions that align with clients’ unique financial goals, risk tolerance, and time horizons.
By offering smart portfolios to clients, MFDs can differentiate themselves from competitors, increase client retention, and drive business growth.
Ask yourself — what do your customers want?
- Higher returns
- Security
- Capital Preservation
- Investment Transparency
- Consistency
Today, the modern investor is increasingly seeking sophisticated investment solutions that can help them achieve their financial goals. Smart portfolios cater to this growing demand by providing a convenient and efficient way to invest in a diversified portfolio of assets.
All Rounder is an AI-powered investment advisory platform. Like Mutual Funds, All Rounder provides an exceptional level of convenience, security, and consistency, but with an edge that goes beyond traditional offerings.
All Rounder’s AI is making remarkable progress in:
- Analyzing Market Datapoints
- Preventing Human Bias
- Monitoring Market Trends
- Strategizing Asset Allocation
- Diversifying Between Asset Classes
MFDs can differentiate themselves by providing AI-based investment solutions that align with clients' specific financial goals and risk tolerance.
All Rounder comes with advanced features like:
- Active Rebalancing
- AI-powered AIgorithmic Trading
- Strategic Asset Allocation
- Capital Preservation
- Consistency
- Transparency (Commission and Investment)
MFDs can earn an upfront commission of 1.50%, plus, they can benefit from increased assets under management and recurring fees. Additionally, AI-based investment portfolios can open doors to new revenue streams through value-added services like financial planning and wealth advisory. All Rounder provides a convenient and efficient way to invest in a diversified portofolio of assets.
The wait is over and future is here! - Invest in All Rounder!
