Wednesday 23 October 2019

How advisor can upload investment documents inside this mutual fund software for IFA ?




Distributors can upload investment documents and can store them in one secure, cloud-based system of this mutual fund software for IFA for easy access anytime and any where.Advisors can also upload investor reports, financials and other important back-office paperwork and can also upload other asset data manually. For more information visit @- https://www.redvisiontech.com/

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