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An advisor can place as many transactions as he wants in this mutual fund software for distributors .There is no limit of transactions you or your investors can place from our Invest Online platform. ...
An advisor can create model portfolios as simple or complex as per the risk profiling of investors. This mutual fund software for distributors cover the full range of investment assets, including mutu...
We provide a cutting-edge financial-technology to access new financial markets with our wealth management platform. With the use of this mutual fund software for IFA an advisor can position his busine...
An advisor and his team will continue to regularly understand their investor need and thereafter can provide exclusive investment opportunities in various assets . This mutual fund software for IFA wi...
Mutual fund software for IFA which assist an advisor at the time of income tax filing. We provide powerful report called as Tax package report consisting of all the necessary portfolio reporting requi...
Advisors will be able to spend more time for what really matters that is their clients with the help of this mutual fund software for distributors . Wealth E office let an advisor forget about manual ...
Wealth E-office provides an advisor a personalized dashboard that keeps them up to date an overview of alerts, notifications and recent activities. This mutual fund software has an interactive dashboa...
Wealth E-office let an advisor tracks business data and so it becomes easier for us to generate various different types of reports for you. The AUM growth report in this mutual fund software for IFA i...
With Wealth E office an advisor can get a one-stop solution to handle everything from transaction punching through Invest Online platform in this mutual fund software and all the way through payment a...
Exporting facility means a lot for an advisor. This is the mutual fund software for distributors which is well equipped with easy exporting techniques. An advisor can create PDF as well as XLS export ...