Advisors can update other asset investments in this mutual fund software for distributors
as we have provided an option to manually enter the details of other
assets like FD/Bond, Equity, Commodity, Real Estate etc. The entries
thus added will reflect in the client’s portfolio and advisors can also
view it. For more information visit @- https://www.redvisiontech.com/
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