Monthly Planner – distributor will always prefer the CRM, to create plans. Through this mutual fund software for distributors
you can have running details of all assets their expiration and
renewal. Our monthly plan includes Day, month and week slots.
Distributor can manage calls and reminders for clients through this
planner.For more information visit @-https://my-eoffice.com/mutual-fund-software.html
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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