We analyses Financial Planning Software available in
India we will find that there are many software but the most popular is wealth
eoffice which have ability to server need of a fee based financial planner to a
goal planner, it have a unique blend of advance financial planning module, goal
based lite version and a unique Goal GPS goal tracking & monitoring tool
which is something any financial planning will be in love GOAL GPS, the best
part of this software is it have facility to upload client's family
picture, member's picture on every page you can give emotional touch,
your client will keep it with him for life time, it also track your investments
with your goal and it give update what is your position and how much you need
to go to achieve your goal, it give reminder for meeting with client, it show
how much return you required and what is your current rate, it's unique in
every offering and it will satisfy your purpose of buying a Financial Planning
Software.For more information visit @-http://www.redvisiontech.com/financial-planning-software.php
At REDVision Technologies, We combine our Technical & Financial Domain Expertise to create world-class one-stop solutions for Financial Advisors like Mutual Funds software, Mutual Funds software for IFA, Mutual Funds software for Distributor, Wealth Management software, Financial Planning Generator, Financial Websites, Financial Tickers in India.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment