Using which feature in this Mutual Fund software you can make online transactions ?

Online platforms typically remove the need for physical intervention and form filling. Using an online platform for mutual fund transaction can save the time of the advisor and let them focus more on client servicing. The Transact Online platform of Wealth e Office will improves your experience in initiating and completing Mutual fund transactions online. It provides you and your investors a seamless experience while transacting online your recommended funds.

Features of Transact Online :

# You can easily onboard your clients for online transaction.

# Once after registration, your investor can place order from Wealth e Office software or can also place order from our Mobile App.

# For doing online transaction you need to register your client only once. This reduces your valuable time needed for multiple AMC registration.

# You can also place order on behalf of your clients.

# You can also add your shortlisted/recommended funds to make investments .

# All the above process requires no any kind of physical intervention and is completely paperless.

For more information visit @- https://my-eoffice.com/mutual-fund-software.html