Mf software ifa attention
Top sales list mf software ifa attention
India (All cities)
For consultants to satisfy your clients, we provide Mutual fund software for IFA that includes huge plan storage capacity because being an advisor you can review a single client's plan 100 times over the next 10 years.For more information, visit @- https://www.redvisiontech.com/
See product
India (All cities)
There are many self-service tools are available in this mutual fund software for IFA that can be consumed in a ready-made manner or that can be configured easily to meet specific needs or can generate leads and increase the customer engagement and enhance the relationship with them. For this, a panel is provided to generate leads within this software. For more information visit @- https://www.redvisiontech.com/
See product
India (All cities)
Red vision's mutual fund software for IFA features like On-going monitoring for AUM, comprehensive liquidity and asset allocation monitoring, automated monitoring of portfolios considering risk profile can help in easily handle the portfolio Management. For more information visit @- https://www.redvisiontech.com/
See product
India (All cities)
The e-vault facility is beneficial for advisors in order to perform instant transaction with the consent of clients. The documents are stored securely in Mutual fund software for IFA and encrypted with password preventing from unauthorized access. For more information, visit @- https://www.redvisiontech.com/
See product
India (All cities)
There is a facility to add corporate action in Equity section in this mutual fund software for IFA, through which advisors can track the corporate actions and can also get timely information like Annual General Meetings and Corporate activities. All this make the difference between action and inaction in advisors life. For more information visit @-https://www.mutualfundsoftware.in/
See product
India (All cities)
An ISIP is a completely paperless way of starting a SIP and XSIP is a facility provided by the exchange to. Advisors on BSE Star MF platform to register the ECS bank mandates of their clients so that they can start their SIP investment. Altogether we have provided an option for both XSIP and ISIP in this mutual fund software for IFA through Invest Online platform for paperless investing. For more information visit @- https://www.redvisiontech.com/
See product
Visit our blog
Share on Facebook
Share on Twitter