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June 2019

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June 2019

 
In this Mutual Fund Software for distributors , we have provided you an option to add tags for your invested Funds. This can be viewed in the reports like Valuation report, Goal Planning report etc. F In this Mutual Fund Software for distributors , we have provided you an option to add tags for your invested Funds. This can be viewed in the reports like Valuation report, Goal Planning report etc. F
Our Mutual Fund Software provides an automated investment management solutions which reduces manual process . With the help of this software, you can create accurate and timely reports for your client Our Mutual Fund Software provides an automated investment management solutions which reduces manual process . With the help of this software, you can create accurate and timely reports for your client
Advisors need a wealth management software which is capable enough to support multiple asset classes and funds which you invest in. Using this you can easily capture business growth opportunities.Our Advisors need a wealth management software which is capable enough to support multiple asset classes and funds which you invest in. Using this you can easily capture business growth opportunities.Our
Fund research is an exceptional functionality in this Mutual Fund Software using which you can recommend top performing funds to your clients. We provide a software solution which is designed as per y Fund research is an exceptional functionality in this Mutual Fund Software using which you can recommend top performing funds to your clients. We provide a software solution which is designed as per y
This Mutual Fund Software for distributors streamline the process of client on boarding, client relationship management, back-office operations and complete reporting. All this reduces excess paperwor This Mutual Fund Software for distributors streamline the process of client on boarding, client relationship management, back-office operations and complete reporting. All this reduces excess paperwor
Using this mutual fund software you can eliminate tedious work required for financial planning and goal planning for your clients. Our Financial Planning tool enables you and your team to communicate Using this mutual fund software you can eliminate tedious work required for financial planning and goal planning for your clients. Our Financial Planning tool enables you and your team to communicate
Our Mutual Fund software is well equipped with adaptable platform using which IFA can efficiently track client behavior to provide excellent planning services that makes it easy to build new processes Our Mutual Fund software is well equipped with adaptable platform using which IFA can efficiently track client behavior to provide excellent planning services that makes it easy to build new processes

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