Monday 30 September 2019

How is client merging done in this mutual fund software for distributors ?



Our platform is equipped with easy client merging technique wherein advisor can easily merge client by creating groups in this mutual fund software for distributors and adding multiple client under one family head. Advisors will also get a user manual including all the merging rules that will help advisor for this process. For more information visit @- https://www.redvisiontech.com/

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