How can an adviser link existing investments into goals with this Mutual fund software ?

Usually investors make most investment without a proper goal. Each investment should have plan. Considering this need we created a Goal GPS module in this mutual fund software . This will help investors to create goals and map their existing investments into it. Our Goal planning tool will let you if you are on track to reach your investment goals. For more information visit @- https://www.redvisiontech.com/