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2026-01-30 11:17:07 -

How to Track and Manage Sub-Broker Payouts With Mutual Fund Software for Distributors
As our MFD business grows, one thing becomes very clear very quickly — managing sub-brokers is not just about onboarding them, it’s about managing payouts accurately and transparently. When you work with multiple sub-brokers: ● different payout percentages ● different categories ● different earning structures ● different...

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2025-10-03 11:34:36 -

Mutual Fund Broker vs Robo-Advisors: Which is Right for You?
Investing in mutual funds can be approached in multiple ways. Two popular options are hiring a mutual fund broker or using a robo-advisor. Each has distinct advantages and limitations, depending on your investment style, goals, and need for personalized guidance. In this blog, we’ll compare mutual fund brokers and robo-advisors to help you determine which option suits your financial...

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