There are 2 types of benefits by this Mutual fund software for IFA. First he will prepare a goal for client where he will map the existing investment to his goals to give look and feel of workmate to full fill his goals. Second is by representing a short fall he will give a suggestion's to start for new investment for schemes giving solid returns so it will help both the distributor and a client too.For more information visit @- https://my-eoffice.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.
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