How this mutual fund software for IFA uses a single entity to access data of all clients?

Customer Relationship Management provides advisors and distributors with a simple and easiest solution to manage complex customer relationships. CRM module of this mutual fund software for IFA uses a single entity and client database that allows keeping the information up to date and helps advisors to keep track of the task deadlines and upcoming events.  For more information visit @- https://www.redvisiontech.com/