CRM is your Personal Assistant in Mutual Fund Software

The existence of any business and its growth is dependent upon the customers and maintaining relation with customers is considered as biggest challenge for the advisors due to complexities in maintaining portfolio details. Most of the business comes on the verge of closure due to poor data management and relationship with their clients. Is it any way to outsource the process of client management? The probable solution is Mutual fund software for IFA and distributors that act as a personal assistance for the advisors and not only maintains data but also assist in reminding about significant event of investment maturity, policy expiry and special days of clients which smoothens the advisor investor relationship. Are you among one of them who are facing issues in managing investors information? If so then you are at right place and should try the mutual fund software i.e. Wealth E-office developed by Redvision Technologies specifically designed to ease the investors operations in dealing with their clients. 

The crucial feature of CRM engaging software is:

· Featured with module to sort client profile based on investment amount.

· Never let you forget client’s special event like birthdays, premiums and SIP’s installment.

· Assist in client analysis based on city, company, designation and risk profile.

· Multiple themes can be applied for unique and colorful interface.

· Push notification display on client’s app screen is too productive.

Positive Impact of CRM on advisor’s business is:

· Effective management of clients profile without any delay in service.

· Strengthening professional relationships amid advisors and clients.

· Mitigates burden and cost of managing data via digital and secured storage platform.

· Uninterrupted connection and transactions among the parties for business gains.

The period of paper based and manual work is a history and smart advisors choose to adopt the trend to stay competitive for surviving long term in the market. Likewise, Mutual fund software in India is getting popularity due to its potential to deal with complexities of task which usually arrives in the investment industry. The Wealth E-office is indulged with advance feature that never disappoints the user and gives exceptional performance to boost the revenue of the firm. For more information, visit @- https://www.redvisiontech.com/